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《大行報告》野村升康方生物(09926.HK)目標價至52.8元 評級「買入」
野村發表研究報告指,維持康方生物(09926.HK)「買入」評級,並將目標價由48.84元升至52.8元,又上調2023財年的收入預測9.4%至51億元人民幣,不過,由於Summit Therapeutics Inc.(SMMT.US)的5億美元合作收入已在2023財年獲全額確認,將2024財年的收入預期下調31.7%至30億元人民幣,又將2023財年淨利潤預測調升29.8%。 另外,考慮到正在進行的反腐敗運動(ACC)可能會阻止藥物增長,該行小幅調低2024財年Cadonilimab(AK104)的銷售預測。該行預計,藥物AK101、AK102和AK112將在2024財年獲得批准。
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