《大行報告》大和首予康方生物-B(09926.HK)「買入」評級 目標價39元
大和發表報告,指康方生物-B(09926.HK)分別擁有兩個已上市的免疫療法,分別為Penpulimab(PD-1單抗)以及Cadonilimab(PD-1/CTLA-4雙特異性抗體);該行指,藥品Cadonilimab是內地首個基於PD-1的下一代免疫療法,或是以PD-1為主的雙特異性抗體,該行相信,該藥品正踏上軌道,將實現逾數以十億元計的銷售潛力,以及透過多個適應症,顯示出增量臨床的多個好處。該行指,該藥品將會獲得國家醫保局的認可,並以助提升其銷量。
該行表示,首予康方生物-B(09926.HK)目標價39元,以及其投資評級為「買入」。 該行料康方生物2022至2024年各年收入分別6.52億、12.66億及20.01億元人民幣;各年虧損預測分別為10.46億、7.11億及1.42億元人民幣。
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