太平洋04月01日发布研报称,给予君实生物(688180.SH,最新价:30.1元)买入评级。评级理由主要包括:1)拓益销售收入快速增长,公司运营效率显著提升,亏损大幅收窄;2)拓益医保独家适应症扩至4项,国际化布局进展顺利;3)PD1/VEGF已进2/3期临床,BTLA全球小肺3期有望2026年完成入组;4)2025年核心管线具有多项催化剂。风险提示:研发或销售不及预期风险,行业政策风险。(文章...
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