INNOVENT BIO(IVBIY)

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小摩:料对外授权推动增长 升信达生物目标价至109港元
Zhi Tong Cai Jing· 2025-08-06 08:35
Core Viewpoint - Out-licensing has become one of the most important driving forces in the domestic biopharmaceutical industry this year, with Innovent Biologics (01801) being identified as the most capable beneficiary among the companies covered by Morgan Stanley [1] Group 1: Company Analysis - Morgan Stanley raised the target price for Innovent Biologics from HKD 90 to HKD 109 and assigned an "Overweight" rating, designating it as an industry favorite [1] - Innovent Biologics has a strong product pipeline covering oncology, cardiovascular, autoimmune, and ophthalmology, creating a diversified portfolio of early and late-stage assets [1] - The firm has increased its forecast for potential licensing revenue as a percentage of total revenue to 5% to 7%, which is expected to enhance gross margin due to favorable sales mix [1] Group 2: Market Outlook - The valuation of early-stage assets has been raised by 43% due to increasing market recognition of the company's R&D capabilities [1]
信达生物(01801) - 截至2025年7月31日止月份之股份发行人的证券变动月报表

2025-08-06 08:30
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | | | | 公司名稱: | 信達生物製藥 | | | | | | 呈交日期: | 2025年8月6日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 01801 | 說明 | 普通股 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | ...
大行评级|摩根大通:上调信达生物目标价至109港元 列为行业首选
Ge Long Hui· 2025-08-06 05:14
Core Insights - The report from JPMorgan highlights that external licensing has become one of the most significant driving forces in the domestic biopharmaceutical industry this year [1] - The firm identifies Innovent Biologics as the most capable company to benefit from this trend among those covered by the bank [1] Company Summary - Innovent Biologics has a strong product pipeline that includes assets in oncology, cardiovascular, autoimmune, and ophthalmology, creating a diversified portfolio of early and late-stage assets [1] - The company is expected to continue achieving external licensing deals in the coming years [1] - JPMorgan has raised its forecast for potential licensing revenue as a percentage of total revenue to 5% to 7%, which is anticipated to positively impact gross margin expansion [1] - The valuation of early-stage assets has been increased by 43% due to growing market recognition of the company's R&D capabilities [1] - The target price for Innovent Biologics has been raised from HKD 90 to HKD 109, with a rating of "Overweight" and classified as a top pick in the industry [1]
中证香港100医药卫生指数报1100.25点,前十大权重包含信达生物等
Jin Rong Jie· 2025-08-05 07:41
Group 1 - The core viewpoint of the news is that the China Securities Hong Kong 100 Pharmaceutical and Health Index has shown significant growth, with a year-to-date increase of 90.32% [1] - The index has risen by 18.48% in the past month and 36.79% in the last three months, indicating strong performance in the pharmaceutical sector [1] - The index is composed entirely of securities listed on the Hong Kong Stock Exchange, with a base date of December 31, 2004, and a base point of 1000.0 [1] Group 2 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, but can be temporarily modified under special circumstances [2] - Adjustments to the index sample occur in response to events such as delistings, mergers, or changes in industry classification [2]
小摩:升信达生物(01801)目标价至109港元 维持“增持”评级

智通财经网· 2025-08-05 02:25
考虑到信达生物对授权许可的战略重视及其创新产品线,小摩提高对其潜在授权收入的预期,预计将占 信达生物未来总收入的5-7%。这种有利的销售组合亦正推动集团毛利率的扩张。同时,小摩表示,授 权许可已成为今年中国生物制药行业最重要的推动因素之一,该行认为信达生物是最能从这一趋势中受 益的公司之一。 智通财经APP获悉,摩根大通发布研报称,将集团早期资产的估值上调43%,因考虑到信达生物(01801) 的研发能力,且这些资产越来越得到市场认可。通过提高玛仕度肽(Mazdutide)(GLP-1/GIP)获批后的销 售成功率(PoS)、调整经营费用,上调目标价21%,由90港元升至109港元。并维持"增持"评级。 ...
信达生物涨超3% 口服小分子GLP-1R激动剂IBI3032的IND获美国FDA批准
Zhi Tong Cai Jing· 2025-08-05 01:54
信达生物(01801)涨超3%,截至发稿,涨3.12%,报95.8港元,成交额2.19亿港元。 消息面上,据信达生物官微消息,8月5日,公司宣布其研发的创新口服小分子GLP-1R激动剂IBI3032获 美国食品药物监督管理局(FDA)新药临床试验申请(IND)批准。 据介绍,IBI3032为信达生物自主研发的口服小分子GLP-1R激动剂,偏向性激活cAMP信号通路,基于 全球目前成熟验证的分子骨架且具有完全自主知识产权。IBI3032的I期临床试验将在中美同步推进,将 于2025年下半年开始在健康受试者及超重或肥胖人群中给药。信达生物正在迅速以玛仕度肽为基石在代 谢管线进行布局拓展,IBI3032临床研究启动是代谢产品矩阵进化的重要一步。 目前,IBI3032的新药临床试验申请(IND)已经获得中国国家药品监督管理局(NMPA)受理和美国FDA食 品药物监督管理局(FDA)批准,计划将在2025年下半年启动中美I期临床研究。 ...
港股异动 | 信达生物(01801)涨超3% 口服小分子GLP-1R激动剂IBI3032的IND获美国FDA批准
智通财经网· 2025-08-05 01:51
Core Viewpoint - The approval of IBI3032 for clinical trials by the FDA marks a significant advancement for the company in its metabolic product pipeline, potentially enhancing its market position and growth prospects [1] Company Summary - Company shares of Innovent Biologics (01801) rose by 3.12%, reaching HKD 95.8, with a trading volume of HKD 219 million [1] - The company announced on August 5 that its innovative oral small molecule GLP-1R agonist, IBI3032, received IND approval from the FDA [1] - IBI3032 is developed independently by the company and is designed to preferentially activate the cAMP signaling pathway, based on a globally validated molecular framework with complete independent intellectual property rights [1] - The Phase I clinical trial for IBI3032 will be conducted simultaneously in China and the U.S., starting in the second half of 2025, involving healthy subjects and overweight or obese populations [1] - The initiation of clinical research for IBI3032 is a crucial step in the evolution of the company's metabolic product matrix, leveraging the foundation of the drug Masitide [1] Industry Summary - The approval of IBI3032's IND by both the NMPA in China and the FDA in the U.S. indicates a positive regulatory environment for innovative drug development in the metabolic sector [1] - The company's strategic focus on expanding its metabolic pipeline through IBI3032 aligns with current trends in the pharmaceutical industry towards developing effective treatments for obesity and related metabolic disorders [1]
贝莱德(BlackRock)在信达生物H股的持股比例于7月29日从4.70%升至5.17%


Mei Ri Jing Ji Xin Wen· 2025-08-04 09:20
每经AI快讯,8月4日,香港交易所信息显示,贝莱德(BlackRock)在信达生物H股的持股比例于7月29 日从4.70%升至5.17%。 ...
信达生物(01801) - 董事会召开日期

2025-08-04 08:35
(股份代號:1801) 董事會召開日期 信達生物製藥(「本公司」)董事(「董事」)會(「董事會」)謹此宣佈,本公司將於 2025年8月27日(星期三)舉行董事會會議,以考慮及批准(其中包括)本公司及其 附屬公司截至2025年6月30日止六個月之中期業績及其發佈,並考慮建議派發中 期股息(如有)。 承董事會命 信達生物製藥 主席兼執行董事 俞德超博士 中國,香港,2024年8月4日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 信達生物製藥 INNOVENT BIOLOGICS, INC. (於開曼群島註冊成立的有限公司) 於本公告刊發日期,董事會包括主席兼執行董事俞德超博士及執行董事奚浩先生 及張倩女士;及獨立非執行董事Charles Leland Cooney博士、許懿尹女士、Gary Zieziula先生、陸舜博士及陳樹云先生。 ...
南向资金今日大幅净买入122.07亿元。港股通(沪)方面,恒生中国企业、盈富基金分别获净买入17.2亿港元、16.75亿港元;阿里巴巴-W净卖出额居首,金额为4.16亿港元;港股通(深)方面,盈富基金、南方恒生科技分别获净买入20.69亿港元、8.56亿港元;信达生物净卖出额居首,金额为4.02亿港元。
news flash· 2025-08-01 09:33
Group 1 - Southbound funds had a significant net purchase of 12.207 billion yuan today [1] - In the Hong Kong Stock Connect (Shanghai), the Hang Seng China Enterprises and the Tracker Fund of Hong Kong received net purchases of 1.72 billion HKD and 1.675 billion HKD respectively [1] - Alibaba-W had the highest net sell amount, totaling 416 million HKD [1] Group 2 - In the Hong Kong Stock Connect (Shenzhen), the Tracker Fund of Hong Kong and Southern Hang Seng Technology received net purchases of 2.069 billion HKD and 856 million HKD respectively [1] - Sinopharm had the highest net sell amount in this segment, amounting to 402 million HKD [1]