异动解读 | 康诺亚-B盘中大涨5.04%,多家大行上调目标价

异动解读
Aug 29

港股上市公司康诺亚-B(02162.HK)今日盘中大涨5.04%,引发市场关注。该股价上涨主要受到多家大型投资银行上调目标价的利好消息推动,同时生物医药板块整体走强也为其提供了有力支撑。

交银国际发布研究报告,上调康诺亚-B的目标价至78港元,维持"买入"评级。报告指出,康诺亚上半年核心品种市场渗透加速,其司普奇拜单抗首个完整半年商业化成绩优异。此外,公司的TSLP/IL-13双抗有望成为自身免疫疾病领域的下一代重磅产品。交银国际看好康诺亚强大的临床开发执行力及差异化显著的多种技术平台,认为公司跨技术路径、跨疾病领域的多元产品矩阵正逐步成型。

与此同时,花旗银行也发布报告,将康诺亚-B的目标价从60港元大幅上调至85港元,同样给予"买入"评级。花旗表示,康诺亚今年的商业化不确定性正在消退,而CM512等新候选药物已引起更多关注。值得注意的是,今日港股生物医药板块整体表现强劲,多只龙头股均出现不同程度上涨。分析认为,这反映了投资者对生物医药行业前景的乐观预期,康诺亚-B作为该板块的重要成员之一,自然也受益于这一积极氛围。

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