The Bull Case For Akeso (SEHK:9926) Could Change Following FDA Clearance Of Global Gastric Cancer Trial

Simply Wall St.12-17 15:21

Akeso has recently reported a series of oncology milestones, including FDA approval to start a global Phase III trial of cadonilimab in advanced HER2‑negative gastric cancer and new Phase II/III data ...

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oncology milestones, including FDA approval to start a global Phase III trial of cadonilimab in advanced HER2‑negative gastric cancer and new Phase II/III data on ivonescimab in triple‑negative breast cancer and squamous non‑small cell lung cancer.\nTogether, these updates underscore Akeso’s push to position its bispecific antibodies as potential new standards of care across multiple solid tumors, supported by both efficacy and quality‑of‑life...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1720050803.USD":"安联全方位中国股票基金","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","09926":"康方生物","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) 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Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC"},"translate_title":"FDA批准全球胃癌试验后，康方生物（SEHK：9926）的牛市可能会发生变化","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09926":0.9},"content_text":"Akeso has recently reported a series of oncology milestones, including FDA approval to start a global Phase III trial of cadonilimab in advanced HER2‑negative gastric cancer and new Phase II/III data on ivonescimab in triple‑negative breast cancer and squamous non‑small cell lung cancer. Together, these updates underscore Akeso’s push to position its bispecific antibodies as potential new standards of care across multiple solid tumors, supported by both efficacy and quality‑of‑life outcomes. We’ll now examine how FDA clearance for cadonilimab’s global Phase III gastric cancer trial could reshape Akeso’s broader investment narrative. 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.Akeso Investment Narrative RecapTo own Akeso, you need to believe its bispecific antibody platform can convert a deep oncology pipeline into sustainable profits, despite ongoing losses and dependence on a few lead assets. The FDA’s green light for the global Phase III COMPASSION-37 trial helps elevate cadonilimab onto the international stage, but it does not immediately change the near term profitability challenge or the execution risk around its expanding trial portfolio. Among the recent updates, the new FDA approved Phase III COMPASSION-37 study in first line HER2 negative advanced gastric cancer looks most relevant, since it positions cadonilimab directly against chemotherapy with or without nivolumab, the current global standard. If COMPASSION-37 and Akeso’s other registrational trials read out well, they could help validate the company’s reliance on cadonilimab and ivonescimab as core value drivers, but if they disappoint, the concentration risk in these two assets becomes far more acute. Yet even as cadonilimab’s global program advances, investors should be aware that Akeso is still loss making and heavily reliant on a narrow set of therapies... 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.Uncover how Akeso's forecasts yield a HK$172.00 fair value, a 47% upside to its current price.Exploring Other PerspectivesSEHK:9926 1-Year Stock Price Chart Six fair value estimates from the Simply Wall St Community span roughly HK$70 to about HK$200, reflecting very different views on Akeso’s potential. Against this wide spread, the recent FDA clearance for a global Phase III cadonilimab trial adds a high stakes execution test that could heavily influence how those expectations evolve over time.Explore 6 other fair value estimates on Akeso - why the stock might be worth 40% 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 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.Searching For A Fresh Perspective?Our top stock finds are flying under the radar-for now. Get in early: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.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  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.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. 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