荣昌生物早盘逆市走高,盘中一度涨超8%,截至发稿,股价上涨3.36%,现报27.70港元,成交额1.66亿港元。华安证券于4月01日发布研报称,给予荣昌生物买入评级。评级理由主要包括:1)收入增加,投入趋于稳定,费用率大幅降低;2)肿瘤自免商业化经验累积,准入医院数量不断扩大;3)泰它西普适应症拓展,陆续推进给药随访;4)在研管线布局ADC及双抗,2期临床进行中。风险提示:销售不及预期风险;研发...
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