康诺亚(2162.HK):近期管理层线下路演总结

浦银国际
10 Apr

近期我们组织了公司管理层香港线下路演。整体来说,CM310 商业化进展顺利,一季度销售放量令人满意,下一代核心管线产品CM512 预计有望于3Q25 公布1 期数据,多款出海分子有望于2026 年读出海外数据。更多细节请见下文。重申我们“买入”评级和60 港元目标价。CM310 商业化进展顺利,一季度销售指标达成度令人满意:CM310商业化团队搭建以及下半年医保谈判准入是公司2025 年工作的...

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