智通财经APP获悉，康方生物(09926)涨超6%，截至发稿，涨6.49%，报87.75港元，成交额9.27亿港元。
消息面上，据每日经济新闻报道，三生制药PD-1双抗出海刷新纪录。青侨阳光基金经理林伟指出，从长期视角来看，PD-1双抗这一赛道市场广阔，容得下三到五家主流药企共同发展，“除了辉瑞，也还有很多其它药企有收购补全PD-1双抗的强烈意愿，也有众多的新兴ADC（抗体药物偶联物）药企可以合作”。此外，辉瑞在与Summit短暂合作后就下决心重金引进潜在竞品，对PD1/VEGF双抗这一赛道本身也有背书效应。
兴业证券指出，康方生物宣布全球首创双特异性抗体新药依沃西单抗对比K药在一线治疗PD-L1（TPS≥1%（NSCLC的国内III期临床取得显著阳性结果，为全球首个挑战K药成功的创新药，全球市场想象空间巨大。依沃西单抗以及卡度尼利单抗已顺利进入2024年医保目录，未来有望实现快速放量。此外公司还有多款产品处于临床后期阶段，商业化产品将逐渐丰富，助力公司加快实现经营性盈利。
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