华泰证券研报指出，考虑TCE治疗自免适应症已初获验证，且对手方在既往交易中展现出对自免领域的深入理解和强大的转化医学能力，看好CM336的全球商业价值。维持“买入”。Kanoya-B (02162) rose more than 7%, as of the time of publication, it rose by 7.05%, closing at 41 Hong Kong dollars, with a turnover of 19.9362 million Hong Kong dollars.
According to the Wisdom Financial APP, Kanoya-B (02162) rose more than 7%, with a 7.05% increase as of the time of publication, closing at 41 Hong Kong dollars, with a turnover of 19.9362 million Hong Kong dollars.
On the news front, Kanoya Biologics recently announced the out-licensing of the global rights to CM336 outside of Greater China to PML through the NewCo approach. Under the agreement, PML will pay a $16 million upfront payment and near-term payments, a $0.61 billion milestone payment, and a certain percentage of sales royalties. Kanoya will hold a minority stake in Ouro Medicines.
HTSC's research report pointed out that considering the initial validation of TCE treatment for self-immunity and the depth of understanding and strong translational medical capabilities demonstrated by the counterparty in previous transactions in the self-immunity field, they are bullish on CM336's global commercial value. Maintaining a "buy" rating.
