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　　信达生物（01801）早盘上涨6.64%，现报46.60港元，成交额6.03亿港元。

　　华源证券研报指，信达生物（01801）2024年超预期提前实现盈利目标。公司通过“IO+ADC”策略实现下一波全球肿瘤创新，巩固领先地位。公司心血管代谢领域首款商业化产品信必乐（PCSK9单抗）于2025年1月正式纳入NRDL；信必敏（IGF-1R抑制剂）于2025年3月获批，作为中国甲状腺眼病领域70年来首款新药将重塑疾病治疗格局；战略性基石产品玛仕度肽（GCG/GLP-1）预计今年有望获批减重和T2D适应症。匹康奇拜单抗（IL-23p19）NDA已于24年9月获CDE受理

　　该行预计公司2025-2027年营业收入分别为117.84/143.01/192.31亿元。通过DCF方法计算，假设永续增长率为3%，WACC为8.57%，公司合理股权价值为957亿港元（汇率人民币1元=1.07港元）。鉴于公司商业化加速放量，全球化进展顺利，维持公司“买入”评级。

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