8月27日周三盘中，康诺亚-B（02162.HK）股价大涨5.09%，引发市场关注。这一显著涨幅与中金公司发布的最新研报密切相关。
中金公司在研报中维持康诺亚-B的"跑赢行业"评级，并大幅上调目标价54.5%至85.00港元。中金指出，由于公司CM313和CM355对外授权首付款及近期付款确认增厚收入，他们将2025年的亏损预测从8.37亿元调整至5.24亿元。此外，公司的海外管线开始落地，这也是上调目标价的重要因素之一。
研报还强调了康诺亚-B在产品开发和全球合作方面的进展。公司核心产品司普奇拜单抗（CM310）已获批三项适应症，包括成人中重度特应性皮炎、季节性过敏性鼻炎和慢性鼻窦炎伴鼻息肉。在全球合作方面，康诺亚-B与阿斯利康就CLDN 18.2 ADC（CMG901）达成全球独家授权协议，并通过NewCo形式推进多个产品的海外临床进度。这些积极发展无疑增强了投资者对公司未来前景的信心，推动了股价的上涨。
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