《大行報告》摩通重申康方生物(09926.HK)「增持」投資評級 目標價33元
摩根大通發表研究報告,指出康方生物(09926.HK)公布了三項令人鼓舞的業務更新,包括與中生製藥(01177.HK)共同開發的抗PD-1單抗藥物「派安普利」達到了由獨立影像評估的客觀緩解率(ORR)主要終點;新型腫瘤免疫治療雙特異性抗體新藥PD-1/CTLA-4(研發代號:AK104)獲得中國國家藥品監督管理局藥品審評中心(CDE)審核同意,納入「突破性治療藥物品種」;以及抗PD-1單抗藥物派安普利(安尼可)(研發代號:AK105)聯合化療用於一線治療轉移性鱗狀非小細胞肺癌的III期註冊性臨床試驗於2020年9月完成入組。
該行相信,公司將繼續在研發渠道方面取得穩健進展。憑藉經過驗證的基於單克隆抗體的藥物開發平台和深入而均衡的藥物開發渠道,相信公司在長期增長方面處於有利位置。重申「增持」投資評級,目標價33元。
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