《大行報告》大和升康方生物-B(09926.HK)評級至「買入」 目標價69.9元
大和發表研究報告指,自國家藥品監督管理局藥品審評中心於7月2日發佈《以臨牀價值爲導向的抗腫瘤藥物臨牀研發指導原則》,建議創新藥應使用現行標準治療,而不是最佳支持治療或安慰劑作爲對照組,市場認爲增加了創新藥研發的難度。
惟該行指出,康方生物(09926.HK)等專注發掘市場首見(first-in-class)及同類最優(best-in-class)的創新藥物,本身研發門檻及標準已較高,行業參與者較少,將更能受惠於新政策。
大和提到,康方的在研產品AK104料將於今年第三季在中國提交新藥註冊申請,並將在年內就AK104啓動兩項臨牀三期試驗,將其評級由「跑贏大市」升至「買入」,目標價維持69.9元。
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