智通财经APP获悉，康诺亚-B(02162)午前涨超10%，截至发稿，涨10.07%，报75.4港元，成交额1.71亿港元。
消息面上，近日，康诺亚-B发布2025年上半年业绩。中金研报指出，公司公布1H25收入4.99亿元，同比增长812%；产品销售收入1.69亿元；归母净亏损0.79亿元，总收入超该行预计，主因公司CM313和CM355对外授权首付款及近期付款确认增厚收入，除此之外的销售收入符合该行预期。交银国际表示，康诺亚上半年核心品种市场渗透加速，差异化布局。其司普奇拜单抗首个完整半年商业化成绩优异，TSLP/IL-13双抗有望成为自免领域下一代重磅单品，重点布局鼻科适应症。
华泰证券发布研报称，司普奇拜单抗收入约1.69亿元，在AD领域疗效安全性优势明显、竞争力强劲，在鼻科独家适应症带动下，销售额快速增长，公司拟参与2025医保谈判，有望提升可及性。同时公司多条早期管线全球潜力强劲，多项催化有望兑现，该行预计CMG901有望2026年报产，CM512有望2H25读出AD临床数据。
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