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Haitong Securities 24Q3 Fund Hong Kong Stock Holdings Analysis: Increase consumer holdings, decrease energy and materials holdings.
24Q3 public funds did not make significant changes to their investment strategy in the Hong Kong stock market, continuing to reduce positions in high dividend sectors, especially reducing positions in energy and materials which had significant gains in the previous period. They mainly increased positions in internet-related optional consumer sectors, and also slightly increased positions in manufacturing sectors like autos.
Upgrade Rating | JPMorgan: Raises akeso's target price to HK$74, raises 2028-2033 sales forecast.
JPMorgan released a research report stating that Akeso management has revealed that non-small cell lung cancer (NSCLC) patients who are not squamous cell carcinoma have been included in the global Phase III clinical study HARMONi-3 of AK112. They plan to recruit 1080 patients to evaluate the treatment of first-line (1L) patients with squamous and non-squamous NSCLC. In addition to overall survival, progression-free survival will also be included as a new co-primary endpoint. Morgan Stanley believes that this new development is another validation of the development potential of AK112. Considering that about 70% of NSCLC patients belong to the non-squamous category, this factor will be included in the overseas market forecast for AK112.
Express News | Akeso Announces First Patient Enrollment in Phase 3 Trial of Ivonescimab Combined With Ligufalimab (Cd47) for First-Line Treatment of Head and Neck Squamous Cell Carcinoma (Hnscc), Compared to Pembrolizumab
Akeso Announces First Patient Enrollment in Phase 3 Trial of Ivonescimab Combined With Ligufalimab (CD47) for First-Line Treatment of Head and Neck Squamous Cell Carcinoma (HNSCC), Compared to Pembrolizumab
Akeso Insiders Sell CN¥233m Of Stock, Possibly Signalling Caution
Jefferies Sticks to Its Buy Rating for Akeso, Inc. (9926)
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MayFlower : It was predictable..
Midnite52 : yep