康方生物(09926)早盘上涨9.58%,现报81.25港元,成交额8.21亿港元。
招银国际发布研报称,康方生物24年业绩反映强劲的成本控制。期内总收入为21亿元人民币,其中产品销售收入20亿元人民币,同比增长25%。该行预计,康方生物今年的产品销售将同比增长60%至33亿元人民币,受惠今年初AK104和AK112被纳入中国国家医保。
摩根大通发布研报称,康方生物去年重点在于确保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。
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