智通财经APP获悉，信达生物(01801)涨超6%，截至发稿，涨6.18%，报46.4港元，成交额5.37亿港元。
中信证券研报指出，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。
信达生物日前出席2025京东健康体重管理行业峰会，公司创始人、董事长兼首席执行官俞德超介绍减重药物玛仕度肽，它作为全球首个且唯一即将获批超重和肥胖适应症的GCG/GLP-1双靶减重药物，除了通过激动GLP-1受体促进胰岛素分泌、降低血糖和减轻体重外，还可通过激动GCG受体增加能量消耗、加快脂肪代谢、增强减重疗效，同时改善肝脏脂肪代谢。
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