信达生物_亚太医疗企业日 2025— 武田被视为坚定合作伙伴;IBI363 1L POC 数据为核心焦点
4 November 2025 | 6:43PM HKT Equity Research Innovent Biologics (1801.HK): APAC Healthcare Corporate Day 2025 — Takeda viewed as a committed partner; IBI363 1L POC data as key focus Presenters: Rachel You - Chief Financial Officer Bottom line: Mgmt shared 1) more details on the Takeda deal, emphasizing the high level commitment from the partner on IBI363/IBI343, 2) CVM as the major growth driver in the near-term, and 3) IBI363 1L POC data as the leading catalyst in 2026, with more early-stage clinical data ...