里昂研究报告指,康诺亚(02162.HK) 上半年业绩超出市场预期,Stapokibart销售额达1.69亿元人民币,高于先前指引的1.5亿元人民币。虽然CM512潜在的二次对外授权机会推动近期股价上升,但公司优先聚焦国内市场的产品开发策略令市场稍为失望。考虑到CM512展现的积极临床进展及成为同类最佳药物的潜力,该行将康诺亚的目标价由65元上调至78元,评级由“高度确信跑赢大市”调整至“跑赢大市...
Source Link里昂研究报告指,康诺亚(02162.HK) 上半年业绩超出市场预期,Stapokibart销售额达1.69亿元人民币,高于先前指引的1.5亿元人民币。虽然CM512潜在的二次对外授权机会推动近期股价上升,但公司优先聚焦国内市场的产品开发策略令市场稍为失望。考虑到CM512展现的积极临床进展及成为同类最佳药物的潜力,该行将康诺亚的目标价由65元上调至78元,评级由“高度确信跑赢大市”调整至“跑赢大市...
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