智通财经APP获悉，康宁杰瑞制药-B(09966)涨超5%，截至发稿，涨5.59%，报3.59港元，成交额741.26万港元。
消息面上，中泰证券发布研报称，乳腺癌HER2赛道多产品矩阵在开发，未来商业化潜力大。KN026已进入到注册临床阶段，预计2025年递交NDA；JSKN003 已启动注册临床，HER2双表位双抗ADC有望成为HER2领域终极解决方案；JSKN033初步数据亮相国际学术大会，IO+ADC皮下组合未来多种适应症临床开发潜力。JSKN016（TROP2×HER3 ADC），独特设计，安全性好MTD剂量高，即将启动多个方向的注册临床，有望后发先至。
另外，公司出海与BD合作开花结果。KN026和JSKN003两个产品大陆权益授权石药，有望借助大Pharma的临床开发和商业化平台实现更高销售收入；授权ArriVent 使用ADC平台开展新药研发，总里程碑金额6.16亿美元。中泰证券指出，康宁杰瑞制药处于相对低估的水平，首次覆盖，给予“增持”评级。
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