花旗称，下一代免疫肿瘤疗法有望重塑相关治疗格局，上调康方生物、信达生物、三生制药等拥有免疫肿瘤研发管线的公司目标价，预计该领域将出现更多授权许可机会和数据催化剂。花旗表示，下一代免疫疗法药物的总市场规模(TAM)可能超过620亿美元，目前康方生物的ivonescimab及信达生物的IBI363数据表现亮眼。将康方生物的目标价从98港元上调至185港元，信达生物从90港元上调至105港元，三生制药从21港元上调至36港元，君实生物从17港元上调至32港元；中国生物制药从6.2港元上调至8.8港元。
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