智通财经APP获悉，交银国际发布研究报告，重申康方生物(09926)“买入”评级，目标价63港元。
报告中称，公司去年收入为1.24亿元人民币，主要为政府补贴和利息收入。净亏损13.2 亿元人民币，主要因为高于预期的研发支出，以及可转换可赎回优先股的公允价值损失。
该行表示，公司旗下用于二线及三线宫颈癌的AK104，实现全剂量客观缓释率(ORR)47.6%，疾病控制率(DCR)66.7%，联合mXLEOX 化疗用于一线晚期胃癌，ORR 66.2%，DCR 94.4%。
管理层预计，2021年下半年将就宫颈癌适应症提交新药注册。另外，旗下治疗三线经典霍奇金淋巴瘤适应症的AK105已提交新药注册，预计今年上市。鼻咽癌及鳞状非小细胞肺癌适应症预计于下半年提交新药注册。公司商业化能力逐步成熟，计划未来总产能达8.35万升，已组建销售团队100余人，计划将在AK104上市后进一步扩增至800-1000人。
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