智通财经APP获悉，康诺亚-B(02162)再跌超5%，12月21日至今累计跌幅已超30%，截至发稿，跌4.31%，报27.75港元，成交额1861万港元。
花旗此前发布研究报告称，近期康诺亚股价的疲弱已充分反映了其在国家医保目录谈判中，杜匹鲁单抗(Dupixent)价格被削价40%，超出市场预期的30%，以及投资者对商业化前景的担忧。该行指出，康诺亚估值被低估，其商业化的进一步进展以及新候选药物推出将会令投资者对其重新评价，因此维持“买入/高风险“评级，目标价60港元。
报告中称，康诺亚管理层早前指出，对2025年5亿人民币的销售指标表示信心，计划中60%的销售来自皮肤科，40%来自耳鼻喉科。花旗表示，目前投资者对新的公司策略不太认可，但认为新的策略对于生物技术公司来说为合适的，新策略能够加速早期候选药物的全球临床发展。该行指出，当进一步的业务合作及全球临床进展公布，以及商业化前景的可见度增加将推动股价回升。
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