智通财经APP获悉，三生制药(01530)涨近3%，截至发稿，涨2.11%，报6.28港元，成交额2524.34万港元。
招银国际发布研报称，三生制药近期在研发日公布了多项早期临床管线，包括临床I期阶段的706(PD-1/HER2)、SSS40(NGF)和自免领域的626(BDCA2)、627(TL1A)等。相较于辉瑞的他尼珠单抗，SSS40显示出初步的临床优效和良好安全性，SSS40在Ib期试验中第8周的NRS平均疼痛评分较基线变化超3.5(vs.他尼珠单抗的2.03)，且在骨转移癌痛患者中暂未发生他尼珠单抗所出现的关节安全性事件(病理性骨折)。公司计划在今年2月启动SSS40的II期临床。
该行认为，公司估值吸引、盈利增长稳健、创新管线具备出海潜力，预期公司25年收入/归母净利润将分别同比增长12%/13%。
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