How Akeso’s IO 2.0 Bispecific Push At Akeso (SEHK:9926) Has Changed Its Investment Story

Simply Wall St.07-23

Akeso recently announced a collaboration with Memorial Sloan Kettering Cancer Center to run a Phase II trial of its PD-1/CTLA-4 bispecific antibody cadonilimab in a perioperative combination regimen ...

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Has Changed Its Investment Story\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-23 01:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/how-akesos-io-20-bispecific-push-at-akeso-sehk9926-has-chang><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Akeso recently announced a collaboration with Memorial Sloan Kettering Cancer Center to run a Phase II trial of its PD-1/CTLA-4 bispecific antibody cadonilimab in a perioperative combination regimen ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-9926/akeso-shares/news/how-akesos-io-20-bispecific-push-at-akeso-sehk9926-has-chang\">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":"LU2778985437.USD","symbol_name":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) 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resectable HER2-negative gastric or gastroesophageal junction adenocarcinoma in the United States.\nThis partnership, alongside Akeso’s broader IO 2.0 and ADC 2.0 pipeline including Phase II work in advanced non-small cell lung cancer, underscores how bispecific backbones are...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0417516738.SGD":"Allianz Hong Kong Equity 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(SEHK:9926) 的 IO 2.0 双专用推广如何改变其投资故事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09926":0.9,"KURE":0.6},"content_text":"Akeso recently announced a collaboration with Memorial Sloan Kettering Cancer Center to run a Phase II trial of its PD-1/CTLA-4 bispecific antibody cadonilimab in a perioperative combination regimen for locally advanced, resectable HER2-negative gastric or gastroesophageal junction adenocarcinoma in the United States. This partnership, alongside Akeso’s broader IO 2.0 and ADC 2.0 pipeline including Phase II work in advanced non-small cell lung cancer, underscores how bispecific backbones are becoming central to its cancer treatment portfolio and global clinical footprint. We’ll now examine how advancing a bispecific ADC–ivonescimab combo into Phase II for first-line NSCLC may influence Akeso’s investment narrative. Invest in the nuclear renaissance through our list of 90 elite nuclear energy infrastructure plays powering the global AI revolution.AdvertisementAkeso Investment Narrative RecapTo own Akeso, you need to believe its IO 2.0 and ADC 2.0 bispecific platforms can turn today’s R&D-heavy, loss-making profile into a durable oncology franchise. The key near term catalyst remains clinical readouts and regulatory progress for cadonilimab and ivonescimab, while persistent operating losses and reliance on a few flagship assets are the biggest risks. The new MSK Phase II collaboration supports the global cadonilimab story but does not materially change those near term risk and reward drivers yet. The recent Phase II start for Akeso’s TROP2/Nectin-4 bispecific ADC AK146D1 in combination with ivonescimab for first-line NSCLC is closely linked to this update. Both announcements highlight how Akeso is building on its bispecific backbones across gastric and lung cancers, which could broaden future revenue sources if trials succeed. At the same time, they increase execution risk, given the company is still loss-making and funding a broad, capital intensive pipeline. Yet investors should also weigh how deep NRDL price cuts and tighter cost controls could amplify the risk that... Read the full narrative on Akeso (it's free!)Akeso's narrative projects CN¥10.5 billion revenue and CN¥2.6 billion earnings by 2029.Uncover how Akeso's forecasts yield a HK$172.32 fair value, a 74% upside to its current price.Exploring Other PerspectivesSEHK:9926 1-Year Stock Price Chart While this bispecific progress is encouraging, the lowest ranked analysts were assuming CN¥9.3 billion of 2029 revenue and CN¥1.6 billion earnings, so you should expect that views on Akeso’s risk and reward could shift meaningfully as this new gastric and NSCLC data comes through.Explore 5 other fair value estimates on Akeso - why the stock might be worth as much as 82% more than the current price!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.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.No Opportunity In Akeso?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Explore 26 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.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 29 best rare earth metal stocks of the very few that mine this essential strategic resource.Capitalize on the AI infrastructure supercycle with our selection of the 54 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.  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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