智通财经APP获悉，康方生物(09926)再涨超8%，截至发稿，涨8.16%，报80.2港元，成交额5.34亿港元。
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。
华源证券指出，卡度尼利和依沃西2024年首次成功纳入医保，销售重点转向以院内市场为核心，有望提高药物可及性，显著降低患者用药负担，25年销售有望高速增长。摩根大通指出，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。
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