智通财经APP获悉，信达生物(01801)现涨超8%，截至发稿，涨7.62%，报50.85港元，成交额6.13亿港元。
瑞银发表报告称，信达生物管理层和投资者均认为，当前地缘政治环境对公司影响可能微乎其微，基于公司尚未有海外产品销售，美国对药品征收关税可能有助于信达产品获得市场份额，目前对与美国生物制药公司的授权许可活动尚未产生影响，以及若在美国市场遇到挑战，公司可能专注于欧洲的业务拓展。
瑞银表示，公司维持2027年实现200亿元人民币产品销售目标，并计划2030年将5个候选药物推进至全球三期试验。该行预计公司有多个催化剂，包括2025年预计可能实现国际财务报告准则下的收支平衡，多款药物今年上市，以及多个候选药物潜在数据读出。该行将目标价由59元上调至66.3元，重申“买入”评级。
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