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| HSI1 | 23,093.37 | +158.69 | 249.78B |
| HSCEI1 | 7,756.25 | +67.06 | 87.14B |
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2026-10-23 13:27:33 Morgan Stanley published a research report on China biotech stocks, identifying and previewing potential catalysts that may affect sector share prices in 4Q26. The sector is rated "Attractive". Regarding AKESO (09926.HK), the broker expects the progression-free survival (PFS) benefit in HARMONi-3 may weaken slightly, but treatment discontinuation among Western patients and the use of pembrolizumab in the control group may create overall survival (OS) risks. Two US key opinion leaders (KOLs) expect the OS hazard ratio to reach 0.70 to 0.75, while another believes 0.78 to 0.80 would already be meaningful. Regarding ABBISKO-B (02256.HK), if the annualized height velocity of higher-dose ABSK061 exceeds the preliminary 2.4 centimeters per year, while phosphate and corneal toxicity remain low, the broker sees upside potential. Regarding INNOVENT BIO (01801.HK), the broker expects mazdutide to outperform semaglutide in weight reduction and liver fat improvement, though the advantages must be sufficient to justify greater gastrointestinal discomfort. Regarding KEYMED BIO-B (02162.HK), the broker is positive on CM512's once-every-24-weeks nasal polyp strategy. If lung function improvement between doses can be sustained, it would strengthen its differentiation in asthma treatment. Regarding INNOCARE (09969.HK), the success of Phase III trials for ICP-332 is already widely known. In the absence of longer-term infection and blood cell count data, the broker remains cautious on the safety premium of TYK2.(su/ad)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |