智通财经APP获悉，康诺亚-B(02162)再涨近6%，截至发稿，涨5.97%，报71港元，成交额4.15亿港元。
消息面上，康诺亚2025年业绩显示，公司全年实现收入达7.2亿元，其中，康悦达（司普奇拜单抗）销售收入约3.15亿元，合作收入为4.02亿元。再早前，康诺亚宣布，公司NewCo合作企业Ouro Medicines已与吉利德科学签署并购协议，吉利德将通过并购方式收购Ouro Medicines，交易金额包括16.75亿美元首付款和最高5亿美元里程碑付款，总交易金额可达21.75亿美元。
华泰证券指出，考虑其三大适应症纳入医保、价格良好，入院快速推进，看好26年销售额跨越式增长。同时公司全球价值兑现路径进一步明晰。开源证券指出，康诺亚凭借大单品司普奇拜单抗销售快速放量，以及对外授权产品首付款确认收入，公司营收端实现快速增长。考虑合作伙伴Ouro Medicines（公司持有15%权益）已被吉利德收购，交易完成后公司将获得约2.5亿美金首付款，首付款到账增厚公司未来业绩。
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