Assessing Akeso (SEHK:9926) Valuation After Cervical Cancer Data And New INOVIO Trial Collaboration

Simply Wall St.03-08

Akeso (SEHK:9926) is back in focus after presenting long term survival data for its bispecific antibody cadonilimab in advanced cervical cancer and announcing a new glioblastoma combo trial ...

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See our latest analysis for Akeso. Akeso shares closed at HK$107.3 after a 5.2% 1 day share price return. While the 30 day share price return of 6.34% contrasts with a 13.75% decline over 90 days, the 47.19% 1 year total shareholder return and 173.03% 3 year total shareholder return point to long term holders having seen materially stronger outcomes despite recent volatility around pipeline updates and the INOVIO collaboration headlines. If this cervical cancer and glioblastoma news has you thinking about where else oncology capital might flow, take a look at 120 healthcare AI stocks as a starting list of data driven healthcare names to review next. With Akeso trading at HK$107.3 versus an average analyst target of HK$174.4 and some models implying intrinsic value is higher, should you view this as a potential mispricing of a growth story, or assume the market already factors in expectations for future progress? AdvertisementMost Popular Narrative: 37.8% Undervalued Akeso's widely followed narrative pins fair value at HK$172.49 per share compared with the last close at HK$107.3, which frames a sizeable valuation gap for investors to interpret.  The company's strong R&D pipeline, including advanced bispecific antibodies and ADC candidates, provides a foundation for long term growth, setting the stage for potential increases in net margins as products move from development to commercialization. Akeso's comprehensive sales force and manufacturing capabilities, alongside anticipated growth in hospital coverage from 1,000 to 2,000, supports a scalable commercial operation that may improve operational efficiencies and contribute to enhanced net margins.  Read the complete narrative. Want to see what is baked into that fair value gap? The narrative leans heavily on rapid top line expansion, margin lift and a premium earnings multiple. Curious how those moving parts interact over time and what assumptions sit behind them? Result: Fair Value of HK$172.49 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can change quickly if key Phase III trials disappoint, or if reliance on cadonilimab and ivonescimab does not translate into sustainable earnings. Find out about the key risks to this Akeso narrative. Another View: Multiples Paint a Tougher Picture While the SWS DCF model points to Akeso trading at about a 51.4% discount to an estimated fair value of HK$220.91, the simple P/S check looks much stricter. At 34.7x sales, Akeso sits well above the Hong Kong Biotechs average of 13.4x and a fair ratio of 16.9x. This raises the question of whether the DCF is being too generous, or whether multiples are overlooking the pipeline story. See what the numbers say about this price — find out in our valuation breakdown. SEHK:9926 P/S Ratio as at Mar 2026Next Steps After all this, are you leaning bullish or cautious on Akeso? Consider your options while the data is fresh and weigh them against the {2 key rewards} we have identified for the company. Looking for more investment ideas? If Akeso has sharpened your focus on where to put fresh capital, do not stop here, the next idea you skip could be the one that fits you best.  Target reliability by scanning 299 resilient stocks with low risk scores that aim to keep volatility in check while still giving you a broad set of businesses to assess. Hunt for value by reviewing 222 high quality undervalued stocks that currently appear priced below what their fundamentals may justify. Strengthen your core holdings by checking solid balance sheet and fundamentals stocks screener (373 results) that pair cleaner finances with business profiles you can evaluate on your own terms.   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. 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