近日，瑞银（UBS）发布研究报告，维持对信达生物（Innovent Biologics）的“买入”评级。报告指出，信达生物在创新药研发领域持续取得进展，尤其是在肿瘤免疫治疗和生物类似药方面展现出强劲的研发实力与商业化潜力。瑞银认为，公司核心产品信迪利单抗（Tyvyt）已在中国市场建立稳固地位，并有望通过与礼来等国际药企的合作进一步拓展海外市场。此外，信达生物管线中多个候选药物处于临床后期阶段，包括IBI362（GLP-1/GCGR双激动剂）等代谢疾病新药，显示出公司在多元化治疗领域的布局能力。尽管面临医保谈判带来的价格压力，但瑞银预计公司凭借成本控制能力和产品组合优化，仍将保持稳健增长。综合来看，瑞银认为信达生物具备长期投资价值，因此维持“买入”评级，并给予目标价支持。该评级反映了国际投行对中国创新药企发展前景的认可，也凸显信达生物在全球生物医药竞争格局中的战略地位。
Recently, UBS released a research report maintaining its ‘Buy’ rating on Innovent Biologics. The report highlights that Innovent continues to make solid progress in innovative drug development, particularly demonstrating strong R&D capabilities and commercial potential in oncology immunotherapy and biosimilars. UBS notes that the company’s core product, sintilimab (Tyvyt), has established a solid foothold in the Chinese market and is poised for further international expansion through collaborations with global pharmaceutical giants like Eli Lilly. Additionally, several late-stage pipeline candidates, including IBI362—a GLP-1/GCGR dual agonist for metabolic diseases—underscore Innovent’s strategic diversification across therapeutic areas. Although pricing pressure from China’s national reimbursement drug negotiations remains a challenge, UBS expects the company to sustain steady growth through effective cost management and an optimized product portfolio. Overall, UBS affirms Innovent’s long-term investment value, justifying the maintained ‘Buy’ rating along with a supportive price target.This rating reflects international investors’ confidence in China’s innovative biopharma sector and underscores Innovent’s strategic position in the global biopharmaceutical landscape.
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