《大行》招商证券首次覆盖康诺亚-B(02162-HK) 予“增持”评级目标价82元

阿斯达克财经
17 Jul

招商证券发表报告,首次覆盖康诺亚-B(02162-HK),予“增持”评级,目标价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19.7亿元人民币。
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70亿人民币销售。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。(ha/da)

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