《大行》瑞銀重申康方生物(09926.HK)「買入」評級 目標價一舉升至197.5元
瑞銀發表研究報告指,康方生物(09926.HK)核心產品AK112(ivonescimab)在非小細胞肺癌(NSCLC)外的適應症展現巨大潛力,除NSCLC的6項適應症外,公司另啟動6項三期臨床試驗,覆蓋膽管癌、三陰性乳腺癌、胰腺癌等一線治療領域,適應症廣度居同類藥物之首。
瑞銀指,該藥物自今年1月納入國家醫保目錄後銷售快速增長,5月獲批NSCLC一線治療新適應症,有望通過2025年醫保談判進一步貢獻增量收入,將AK112在中國及全球銷售高峰值上調至12億及146億美元,重申「買入」評級,並將目標價從112.1港元大幅上調至197.5港元。
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