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《大行》招商證券首次覆蓋康諾亞-B(02162-HK) 予「增持」評級目標價82元
招商證券發表報告,首次覆蓋康諾亞-B(02162-HK),予「增持」評級,目標價82港元,稱目前市場低估了康諾亞長期發展潛力。該行料其2025至27年各年營業收入分別6.1億、10.8億及19.7億元人民幣。 報告指,Th2型免疫疾病是指免疫系統Th2型細胞過度活躍,導致一系列過敏和炎症反應的疾病,主要有特應性皮炎、鼻竇炎伴鼻息肉和慢性阻塞性肺病等。該行認爲中國市場廣闊,非零和競爭,CM310有望達到70億人民幣銷售。基於CD3的T細胞銜接器,目前越來越多證據證明可應用於血液瘤和自免疾病,而康諾亞具備領先的研發平臺。
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