-+ 0.00%
-+ 0.00%
-+ 0.00%

Komo: Cinda Biotech (01801) stock price fluctuates or ratings increase in relation to NRDL results

Zhitongcaijing·12/10/2025 05:57:02
Listen to the news

The Zhitong Finance App learned that J.P. Morgan Chase released a research report saying that the stock price of Cinda Biotech (01801) fell by about 7% on Monday. The bank believes this may be related to the National Medicare Drug Catalogue (NRDL) published over the weekend. The stock is still rated as “overweight.”

The bank learned that investors have the following concerns: 1) the inclusion of LY.US (LLY.US) tirzepatide (tirzepatide) in the NRDL to treat diabetes may put pressure on the Group's potential to sell mazdutide (mazdutide); 2) whether Cinda Biotech will drastically reduce the price of its small molecule inhibitor drugs in order to obtain NRDL coverage, which may increase sales pressure. Furthermore, the bank believes that the preliminary data published by the group's tri-specific antibody drug IBI3003 in ASH'25 is encouraging, and its efficacy may be comparable to that of Johnson & Johnson (JNJ.US)'s tri-specific antibody drug JNJ-5322.