In today’s briefing:
- Akeso Biopharma (9926.HK) – The Recent Business Progress, the Valuation and the Challenges
Akeso Biopharma (9926.HK) – The Recent Business Progress, the Valuation and the Challenges
- Akeso has made some business progress. We analyzed the commercialization outlook/concerns on its late stage products. Akeso still stays at the level of biotech, a long way from becoming biopharma.
- The core challenge is whether bispecific antibody can bring better marginal clinical benefits than the combination of two mab, and why patients are willing to pay higher price for them?
- The sales forecast of Akeso’s late stage products could be RMB2 billion to RMB3 billion. The market value by the end of Nov 4 was just reasonable but not undervalued.
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