智通财经APP获悉，康方生物(09926)早盘涨超9%，截至发稿，涨8.6%，报82.75港元，成交额6.98亿港元。
消息面上，康方生物在公司业绩会上表示：卡度尼利单抗(商品名：开坦尼)和依沃西单抗(商品名：依达方)年初已完成所有挂网工作(西藏除外)，纳入30+省份的双通道目录，实现1000余家医院准入，预计2025年底实现2000+医院覆盖。公司董事会主席夏瑜表示，产品正在快速放量的过程中，现阶段不适合对双抗产品给出业绩指引。
中金发布研报称，2024产品销售额20.02亿元，同比增长25%，产品毛利率为85.56%，销售和营销开支费用率达50.03%，其中开坦尼和依达方销售贡献积极。考虑到公司两款核心产品临床优势明显，以及公司加快销售投入，我们对这两款产品的国内销售持乐观态度。建议关注康方和Summit国内外数据读出。
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