摩根大通发表研究报告指,康方生物(09926.HK) 周一(2日)股价下跌约10%,而同日恒指仅跌约0.5%,相信是由于Summit Therapeutics(SMMT.US) 日前公布依沃西单抗全球三期临床试验HARMONi研究顶线结果,透露产品在美国提交生物制剂许可申请的时间表尚未明确,增加市场对美国监管不确定性的担忧。
摩通将依沃西单抗在美国的成功上市概率预测下调约10%,该产品于2026至2034年的销售预测下调2%至13%,并将康方生物目标价从110元降至99元,仍维持“增持”评级。(gc/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-03 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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