招商证券发表报告，首次覆盖康诺亚，予“增持”评级，目标价为82港元，称目前市场低估了康诺亚长期发展潜力。该行料其2025至27年各年营业收入分别6.1亿、10.8亿及19.7亿元。报告指，Th2型免疫疾病是指免疫系统Th2型细胞过度活跃，导致一系列过敏和炎症反应的疾病，主要有特应性皮炎、鼻窦炎伴鼻息肉和慢性阻塞性肺病等。该行认为中国市场广阔，非零和竞争，CM310有望达到70亿元销售。基于CD3的T细胞衔接器，目前越来越多证据证明可应用于血液瘤和自免疾病，而康诺亚具备领先的研发平台。
招商证券发表报告，首次覆盖康诺亚，予“增持”评级，目标价为82港元，称目前市场低估了康诺亚长期发展潜力。该行料其2025至27年各年营业收入分别6.1亿、10.8亿及19.7亿元。报告指，Th2型免疫疾病是指免疫系统Th2型细胞过度活跃，导致一系列过敏和炎症反应的疾病，主要有特应性皮炎、鼻窦炎伴鼻息肉和慢性阻塞性肺病等。该行认为中国市场广阔，非零和竞争，CM310有望达到70亿元销售。基于CD3的T细胞衔接器，目前越来越多证据证明可应用于血液瘤和自免疾病，而康诺亚具备领先的研发平台。
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.