大行評級|交銀國際:重申康方生物“買入”評級 為行業首推標的之一
交銀國際發表報吿指,康方生物旗下全球首個頭對頭Keytruda單藥III期取得無進展生存期(PFS)優效結果,重申“買入”評級和70港元目標價,為行業首推標的之一。該行指,經過一週的波動,康方生物股價距離大幅波動前一日仍有8%的跌幅,認為現時仍是絕佳的佈局時機。報吿指,HARMONi-2的臨牀結果符合預期,是對AK112臨牀治療和全球市場潛力的再次驗證。將持續關注9月PFS詳細數據的披露、以及後續OS數據更新。雖然現有PFS數據較有限,但對OS結果持謹慎樂觀態度。
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