智通财经APP获悉，摩根大通发布研报称，康方生物(09926)去年重点在于确保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。该行相信AK112和AK104高度差异化的疗效和安全性，将有助于扩展适应症并推动销售增长，对康方生物目标价由76港元上调至88港元，重申“增持”评级。
该行称，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，HARMONi-6试验(AK112+化疗对比替雷利珠单抗+化疗，用于一线鳞状非小细胞肺癌)的数据解读，以及AK112和AK104在纳入国家医保药品目录后的今年销售表现。
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