智通财经APP获悉，康方生物(09926)涨超5%，截至发稿，涨4.81%，报71.95港元，成交额9.44亿港元。
消息面上，2月24日，康方生物宣布，依沃西国际市场开发合作伙伴Summit Therapeutics已与辉瑞（Pfizer）达成临床试验合作，共同推进康方生物自主研发的PD-1/VEGF双抗依沃西与辉瑞多款抗体偶联药物（ADCs）在多种实体瘤中的联合治疗应用。公司指，此次合作的目标是深入挖掘依沃西联合辉瑞多款vedotin系列ADCs药物联合疗法在多种实体瘤中的协调潜力，加速推进可能重塑治疗格局的创新联合疗法。
交银国际此前研报指出，康方生物的两款核心商业化品种在2024年医保谈判中成功纳入，医保支付标准下的年治疗费用均在15-16万元人民币左右，略好于此前预期。该行维持开坦尼内地长期销售峰值预测52亿元，上调依沃西峰值预测至54亿元，以反映肺癌以外的适应症拓展机会。
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