Core Viewpoint - Morgan Stanley reports that the stock price of Innovent Biologics (01801) fell approximately 7% on Monday, likely due to the recently announced National Reimbursement Drug List (NRDL) [1] Group 1: Investor Concerns - Investors are concerned that Eli Lilly's (LLY.US) tirzepatide being included in the NRDL for diabetes treatment may pressure the sales potential of Innovent's mazdutide [1] - There are worries that Innovent may significantly reduce the prices of its small molecule inhibitors to gain NRDL coverage, which could exacerbate sales pressure [1] Group 2: Drug Development Insights - Morgan Stanley notes that the preliminary data for Innovent's trispecific antibody drug IBI3003, to be presented at ASH'25, is encouraging and its efficacy may be comparable to Johnson & Johnson's (JNJ.US) trispecific antibody drug JNJ-5322 [1]
小摩：信达生物(01801)股价波动或与NRDL结果相关 评级增持