凤凰网港股|大和发研报指，康方生物于2月24日宣布，AK105(抗PD-1抗体)联合化疗一线治疗鳞状非小细胞肺癌的III期临床试验中期分析已达到主要终点。
故此，大和认为该公司缺乏短期催化剂。另外，该行也注意到最近投资者情绪的变化，开始从追逐生物技术部门的增长，到选择具有高质量收益的迟缓者，因为其变得更加具有防御性。
大和将康方生物(09926)评级由“买入”降至“跑赢大市”，指该股不再为其生物技术行业的首选，主要由于短期催化剂很少，而生物技术行业的投资者信心相对较弱。同时，该行还将其目标价由70港元下调至58.6港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.