智通财经APP获悉，康诺亚-B(02162)现涨超3%，截至发稿，涨2.83%，报30.9港元，成交额4128.9万港元。
消息面上，康诺亚此前发布公告，中国国家药品监督管理局已于近日批准司普奇拜单抗(CM310)治疗慢性鼻窦炎伴鼻息肉的新适应症上市申请。国泰君安指出，CM310成为国内首款CRSwNP生物药，获批进度超预期；未来可适应症众多，预计有望为CM310销售持续贡献增量。CRSwNP治疗靶点众多，但目前IL-4R疗效最优，CM310临床数据优异。
该行指出，目前CM310价格为2488元/支，买二赠一，实际支付价1659元/支；达必妥价格为2780.8元/支，24年底国谈续约后预计价格有所下降。根据目前公司的商业化策略，预计CM310价格也会随之下降，我们预计实际支付价格仍将低于达必妥医保价格。参考IL-17单抗销售情况，价格下降后渗透率有望快速提升，预计销量有望快速增加。鼻窦炎独家适应症有望带动收入增长，25年CM310销售收入预计有望超5亿元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.