港股異動丨康方生物升超10%,卡度尼利胃癌sNDA獲受理,獲機構上調目標價
康方生物(9926.HK)盤中最高升10.83%報48.6港元,股價創逾1個月新高。消息面上,1月5日,公司的卡度尼利聯合化療用於一線治療胃癌的新適應症上市申請獲得受理。交銀國際研報指,康方生物卡度尼利胃癌sNDA獲受理,相關數據未來將於學術會議或學術期刊上發表,無論PD-L1表達如何,卡度尼利在整體晚期胃癌中展示出高效的腫瘤緩解和生存獲益。進入今年上半年,國內III期AK102-303試驗即將迎來重要數據讀出。該臨牀結果將一定程度上影響市場對於產品海外臨牀研究結果和長期出海前景的預期;根據II期結果,預計303試驗的成功可能性較大。基於近期臨牀數據更新和NDA提交,將卡度尼利的一線胃癌POS上調至90%,經POS調整高峯產品銷售預測上調至52億元人民幣。將其目標價由57港元上調至67港元,維持“買入”評級。國聯證券稱,康方生物卡度尼利已於2022年6月獲批既往接受含鉑化療治療失敗的復發或轉移性宮頸癌適應症,上市的12個月銷售額超過11億。產品通過聯合用藥佈局了13個適應症,本次1線胃癌的適應症受理。預計卡度尼利的適用範圍不斷擴大,未來其他有潛力的適應症包括1線宮頸癌、肝癌輔助等。維持其“買入”評級,予目標價58.68港元。

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