《大行》摩通:市场关注康方生物(09926.HK)新药试验结果 上调目标价至88元

阿斯达克财经
Apr 02, 2025

摩根大通指,康方生物(09926.HK) 去年收入略低于该行预期,但该行认为市场对其去年销售期望本就不高,因公司重点在于确保AK104和AK112被纳入国家医保药品目录,而非去年下半年的商业化。更重要的是,市场焦点仍集中在关键催化剂上:即HARMONi-2试验(AK112对比Keytruda)的潜在初步总生存期数据,今年中AK112在全球首个三期HARMONi试验的无进展生存期及总生存期数据,...

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