The Bull Case For Akeso (SEHK:9926) Could Change Following New Oncology Pipeline Milestones and Clinical Results

Simply Wall St.11-13

In early November 2025, Akeso announced a series of pipeline milestones, including the first patient dosing in a Phase I trial of its mRNA vaccine AK154, the presentation of promising Overall Survival...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2583373505?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114","is_english":true,"pubTime":"2025-11-13 12:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2583373505","market":"sg","top_or_hot":-1,"title":"The Bull Case For Akeso (SEHK:9926) Could Change Following New Oncology Pipeline Milestones and Clinical Results","media":"Simply Wall St.","content":"<div>\n<p>In early November 2025, Akeso announced a series of pipeline milestones, including the first patient dosing in a Phase I trial of its mRNA vaccine AK154, the presentation of promising Overall Survival...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/the-bull-case-for-akeso-sehk9926-could-change-following-new\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bull Case For Akeso (SEHK:9926) Could Change Following New Oncology Pipeline Milestones and Clinical Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bull Case For Akeso (SEHK:9926) Could Change Following New Oncology Pipeline Milestones and Clinical Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 12:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/the-bull-case-for-akeso-sehk9926-could-change-following-new><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In early November 2025, Akeso announced a series of pipeline milestones, including the first patient dosing in a Phase I trial of its mRNA vaccine AK154, the presentation of promising Overall Survival...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/the-bull-case-for-akeso-sehk9926-could-change-following-new\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0561508036.HKD","symbol_name":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/the-bull-case-for-akeso-sehk9926-could-change-following-new","article_id":"2583373505","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/the-bull-case-for-akeso-sehk9926-could-change-following-new","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2583373505","pubTimestamp":1763009381,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In early November 2025, Akeso announced a series of pipeline milestones, including the first patient dosing in a Phase I trial of its mRNA vaccine AK154, the presentation of promising Overall Survival results for ivonescimab in EGFR-mutated non-small cell lung cancer at SITC, and new preclinical data for its novel antibody AK135.\nThe rapid progress across both late-stage and innovative early-stage assets underscores Akeso's efforts to expand its oncology portfolio while solidifying its...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","BK1574":"生物医药B类股","BK1161":"生物科技","09926":"康方生物","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC"},"translate_title":"康方生物（SEHK：9926）的牛市可能会随着新的肿瘤学管道里程碑和临床结果而发生变化","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09926":1.5},"content_text":"In early November 2025, Akeso announced a series of pipeline milestones, including the first patient dosing in a Phase I trial of its mRNA vaccine AK154, the presentation of promising Overall Survival results for ivonescimab in EGFR-mutated non-small cell lung cancer at SITC, and new preclinical data for its novel antibody AK135. The rapid progress across both late-stage and innovative early-stage assets underscores Akeso's efforts to expand its oncology portfolio while solidifying its position in immunotherapy and personalized medicine. We'll assess how Akeso's high-profile clinical results for ivonescimab may shape its investment narrative and future growth potential. Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AdvertisementAkeso Investment Narrative Recap To be a shareholder in Akeso, you need confidence that the company's deep pipeline and strong presence in immuno-oncology can deliver product approvals and commercial momentum, despite persistent operating losses and reliance on breakthrough therapies like ivonescimab. The recent disclosures, including new trial initiations, clinical results, and advanced therapy designations, reinforce Akeso's push for broader market access, yet they have not materially shifted the primary short-term catalyst: the speed and scale of ivonescimab's international commercialization. The biggest near-term risk remains Akeso’s dependence on a limited number of leading drugs, with profitability challenges amplified by aggressive expansion and pricing concessions.\n  Among the latest news, the announcement of final Overall Survival results from the Phase III HARMONi-A trial for ivonescimab stands out. This update is particularly relevant as it supports ongoing global regulatory submissions and could influence the pace at which ivonescimab drives revenue growth and portfolio diversification. Yet, even with positive data and regulatory progress, the outcome for broader approvals is not guaranteed, a reminder for anyone evaluating Akeso’s trajectory.\n  Conversely, investors should remember that exposure to a handful of core products may bring... \n Read the full narrative on Akeso (it's free!)Akeso's narrative projects CN¥8.0 billion revenue and CN¥2.0 billion earnings by 2028. This requires 55.4% yearly revenue growth and a CN¥2.5 billion increase in earnings from the current CN¥-514.5 million.Uncover how Akeso's forecasts yield a HK$172.00 fair value, a 46% upside to its current price.Exploring Other PerspectivesSEHK:9926 Community Fair Values as at Nov 2025  Six fair value estimates from the Simply Wall St Community fall between HK$70 and HK$201, underlining a broad spectrum of outlooks. As attention remains on the commercialization of ivonescimab, your view on Akeso’s ability to translate late-stage trial success into lasting revenue could shape your stance on its long-term performance.\nExplore 6 other fair value estimates on Akeso - why the stock might be worth 41% less than the current price!Build Your Own Akeso NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Akeso research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Akeso research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Akeso's overall financial health at a glance.Want Some Alternatives?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2583373505","isCrawlerRequest":true}