智通财经APP获悉，中信证券发布研报称，通过DCF模型，该行给予信达生物(01801)2025年合理股权价值为1300亿港元，对应目标价79港元，维持“买入”评级。该行称，公司2024年业绩超预期，产品收入增长强劲，利润端超预期实现non-IFRS口径下的盈利。
报告提及，公司肿瘤管线全面快速推进，信迪利单保持快速增长，KRAS G12C、ROS1、EGFR、BTK四款靶向治疗产品获批上市，ADC新分子快速推进研发，DLL3 ADC授权罗氏迈出国际化战略重要一步，全球首创机制的IBI363潜力巨大。非肿瘤管线快速拓展，PCSK9单抗纳入国家医保，IGF-1R超预期于2025年3月获批，玛仕度肽有望年中获批，多款慢病产品进度领先，并差异化布局新一代减重产品。销售、管理费用率同比下降，毛利率有所提升，经营质量持续向好。
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