康方生物Key data readouts for AK112 to validate

招银国际2025-08-28

一、公司财务与运营状况Akeso(9926HK)在2025年上半年实现产品销售收入14亿元人民币，同比增长49%，达到全年预测的43%，基本符合预期。AK104和AK112两款药物分别因纳入国家医保目录(NRDL)，在二线及以上的宫颈癌和EGFR突变非小细胞肺癌治疗中推动了销售增长。预计到2026年，随着更多适应症进入NRDL，如一线胃癌、一线宫颈癌和PD-L1阳性非小细胞肺癌等，将进一步加速...

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