Group 1 - The core viewpoint of the article highlights that Innovent Biologics-B (09606) has seen a significant stock increase of over 12%, currently trading at 332.2 HKD with a transaction volume of 321 million HKD [1] - According to Guotai Junan Securities, Innovent Biologics is expected to have a rich pipeline of catalysts in 2026, with key data points anticipated including final results from global registration clinical trials for HER2ADC targeting EC and BC indications [1] - The firm also expects clinical results for B7H3ADC, HER2ADC, and TROP2ADC in combination with PDL1VEGF dual antibody BNT327, as well as updates on early clinical data for B7H4ADC and EGFRHER3ADC, and progress on CDH17ADC [1] Group 2 - The firm has raised the peak global sales expectations for HER2ADC DB1303, B7H3ADC DB1311, and HER3ADC DB1310 based on the smooth progress of Innovent Biologics' pipeline in 2025 [1] - Using the DCF valuation method, the target price for Innovent Biologics has been increased to 455.56 HKD, while maintaining a buy rating [1]
映恩生物-B涨超12% 2026年催化剂丰富 机构上调公司目标价