野村：维持信达生物(01801)“买入”评级 目标价升至55.87港元
野村发布报告称，维持信达生物(01801)“买入”评级，憧憬公司上半年销售将持续健康增长，目标价由55.31港元升至55.87港元。
该行表示，将信达生物今明两年销售额预测分别调整1%及5%，以反映公司与驯鹿生物合作项目BCMA多发性骨髓瘤CAR-T疗法Fucaso销售额下降，以及因应市场竞争增加，与礼来共同研发的糖尿病药达玛仕度肽(Mazdutide)明年销售额预测已从21亿元人民币，降至18亿元人民币。
另一方面，野村将信达生物核心产品肺癌新药PD-1抗体信迪利单抗Tyvyt今明两年销售额预测，从29亿及30亿元人民币，上调至32亿及34亿元人民币，并相应将今年净亏损预测收窄至5.11亿元人民币，预期公司将于2025年扭亏，明年净利润预测上调12%至2.02亿元人民币。
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