中泰证券表示，公司拥有领先in-house技术平台，持续迭代，包括单域抗体平台、双抗平台、糖基定点偶联平台（ADC）、皮下给药高浓度制剂平台和最新开发的双毒素ADC平台。已有多个产品处于商业化和注册临床阶段。该行指，与目前公司市值相比，康宁杰瑞制药处于相对低估的水平，首予“增持”评级。东吴证券则指出，公司是国内技术领先企业，差异化管线布局逐渐进入收获期，看好公司未来长期发展，首予“买入”评级。ALPHAMAB-B (09966) rose over 4%, as of the time of writing, it increased by 4.08%, priced at 3.57 Hong Kong dollars, with a transaction volume of 18.34 million Hong Kong dollars.
According to Zhitong Finance APP, ALPHAMAB-B (09966) has risen over 4%, currently up by 4.08%, priced at 3.57 HKD, with a trading volume of 18.34 million HKD.
Recently, ALPHAMAB announced that the HER2 bispecific antibody drug conjugate (ADC) JSKN003 has been approved by the National Medical Products Administration (NMPA) Drug Evaluation Center (CDE) to conduct a phase III clinical study (Study No.: JSKN003-306), aimed at comparing the investigator-selected chemotherapy treatment for platinum-resistant recurrent epithelial ovarian cancer, primary peritoneal cancer, or fallopian tube cancer.
Zhongtai stated that the company has a leading in-house technology platform that continues to iterate, including a single-domain antibody platform, a dual antibody platform, a glycan-conjugated platform (ADC), a subcutaneous high-concentration formulation platform, and the newly developed dual toxin ADC platform. Several products are already in the commercialization and registration clinical stages. The firm indicated that compared to the current Market Cap, ALPHAMAB is relatively undervalued, initiating a 'Shareholding' rating. Soochow pointed out that the company is a domestic technology leader, and its differentiated pipeline layout is gradually entering a harvest period, being Bullish on the company's long-term development, initiating a 'Buy' rating.
