金吾财讯 | 康方生物(09926)午后发力走高，截至发稿，报152.4港元，涨幅6.28%，成交额15.32亿港元。消息面上，自主研发的全球首创PD-1/VEGF双特异性抗体新药依沃西（商品名：依达方）联合化疗联合/不联合莱法利（CD47单抗）用于一线转移性胰腺癌的关键/注册性III期研究（AK112-310/HARMONi-GI2），已完成首例患者入组。依沃西联合化疗联合/不联合莱法利有望填补治疗转移性胰腺癌一线免疫疗法的空白。中信建投研报指，康方生物作为全球双抗引领者，其核心产品依沃西（AK112，PD-1/VEGF双抗）成为全球首个在1L肺癌治疗中mPFS超越K药的双抗，海外HARMONi数据延续国内获益趋势，验证了依沃西在跨区域研究中具有一致性的临床疗效。该机构指，在研管线方面，公司多款在研产品及适应症即将获批上市，同时现有研发管线不断扩充丰富，早研管线储备丰富，具备长期可持续发展能力。产品销售方面，依达方获批上市为公司产品销售贡献增量，开坦尼增长稳定，公司产品销售收入逐年提高。考虑到公司创新药产品疗效优秀、市场空间广阔，给予“买入”评级。
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