港股异动 | 康方生物(09926)涨近5% 依沃西HARMONi-6研究成果入选ESMO 2025年LBA

智通财经
Sep 23

智通财经APP获悉,康方生物(09926)涨近5%,截至发稿,涨4.96%,报137.5港元,成交额12.12亿港元。 

消息面上,2025年欧洲肿瘤内科学会(ESMO)年会将于10月17日~21日在德国柏林召开。康方生物自主研发的全球首创双特异性抗体新药依沃西(PD-1/VEGF双抗)联合化疗,对比替雷利珠单抗联合化疗一线治疗晚期鳞状非小细胞肺癌(sq-NSCLC)的注册性III期临床研究(AK112-306/HARMONi-6),入选Late-Breaking Abstract(LBA)。该研究的主要研究者、上海市胸科医院肿瘤科主任陆舜教授将在Presidential Symposium(主席论坛)上重磅发布。 

摩根士丹利发布研报称,在港上市的中国生物科技股总市值由年初至今累升154%,远超恒指同期的34%升幅,相信是反映了市场对本土药企创新能力的认可度发生重大转变,预期美联储加快减息步伐将推动风险偏好调整,推动资金流向中国生物科技等增长型板块。惟大摩预期,个别股分表现仍取决于公司基本面,包括商业化执行力及创新研发进度,看好具短期催化剂的公司,如康方生物等。

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