康方生物（09926）今日盘中大涨5.31%，引发市场广泛关注。这一显著涨幅主要受益于公司核心产品卡度尼利单抗和依沃西单抗在医保覆盖方面取得重大进展。
据悉，2025年是卡度尼利单抗和依沃西单抗被纳入国家医保目录的首个年头。康方生物董事长夏瑜在近期的业绩说明会上表示，公司预计今年这两款重磅产品可以覆盖2000家医院。目前，核心医院的准入率已达到80%，为今年的销量增长奠定了坚实基础。夏瑜强调，这两款产品在未来十年甚至更长时间内，都将为康方带来巨大的销售和利润回报。
虽然康方生物2024年业绩出现下滑，但市场对公司未来前景保持乐观。公司正积极推动两款双抗产品的商业化进程，并在国际市场取得突破。值得注意的是，依沃西单抗在一项"单药头对头试验"中战胜了全球畅销抗癌药物帕博利珠单抗，展现出强劲的市场潜力。投行高盛预测，依沃西单抗有望重塑超过900亿美元的免疫检查点肿瘤药市场格局。随着临床研究不断拓展，康方生物在全球创新药领域的地位有望进一步提升。
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