野村发表研究报告指，以现金流折现率计，将康方生物(09926.HK) 目标价由75.14元升至99.66元，惟评级由“买入”降至“中性”。该行解释，上调目标价是因为公司的抗肺癌药物依沃西单抗(ivonescimab)用于PD-L1阳性的表皮生长因子受体(EGFR)基因突变阴性和间变性淋巴瘤激酶(ALK)阴性的局部晚期或转移性非小细胞肺癌(NSCLC)的一线治疗的新药上市申请(sNDA)，已获得中国国家药品监督管理局(NMPA)批准上市。这是依沃西获批上市的第二个适应症，令其在国内市场的销售预测获上调至50亿元人民币，以及依沃西单抗与海外伙伴Summit(SMMT.US) 的合作收入预测获大幅上调。
该行亦提到，公司股价在本月累计录得约50%升幅，部分投资者或考虑沽售套现，认为投资者正在等待进一步催化剂，故下调评级。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-25 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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