建银国际发表报告指，对康方生物(9926.HK)AK112的海外临床试验持更加乐观的态度。2月25日，公司美国合作伙伴Summit Therapeutics宣布，将启动AK112在美国的临床试验。AK112是康方生物已获批的针对肺部相关癌症的双特异性抗体，此次试验将与辉瑞的多种抗体药物偶联物进行联合疗法试验。与早先披露的信息一致，Summit Therapeutics计划发布AK112联合化疗的美国三期临床试验结果，用于治疗曾接受EGFR-TKI疗法的非小细胞肺癌患者。
建银国际对该股目标价从每股86元下调至85元，以反映对收入的较低预测和净亏损的较高预测。然而，该行仍视该股为首选，原因包括前两个关键双特异性抗体已纳入国家医保药品目录，有望推动销售量增长；丰富的新药研发管线和良好的临床进展；AK112与Summit Therapeutics合作的全球三期临床试验进展。评级维持“跑赢大市”(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-26 16:25。)
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