智通财经APP获悉，康方生物(09926)再涨超3%，近六个交易日累计涨超30%。截至发稿，涨2.67%，报3.08港元，成交额1776万港元。
交银国际发布研报称，康方生物去年及去年下半年的业绩胜预期。公司去年的产品销售强劲增长，该行预计集团的医保覆盖将带动集团今年进一步销售放量、并实现盈亏平衡。该行表示，随着依沃西的海外注册研究进入冲刺阶段，更多新型抗体、ADC和自免领域候选药物进入临床开发，公司管线价值持续增厚。
花旗指出，康方生物2024年产品销售收入为20亿元人民币(下同)，同比增长25%，展望今年卡度尼利单抗及依沃西单抗获纳入国家医保药品目录后可快速放量，将推动商业化进程，加上依沃西单抗关键数据披露，预期今年销售增长将加快。华泰证券认为，该行认为公司基本面出色，核心产品纳入医保且新适应症逐步获批，料可实现销售增长，且核心管线全球潜力强劲，多款新药进入临床阶段，筑牢发展根基。
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