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Graded daily on value D-, growth B, profitability D-, momentum C, revisions B+. Sector-relative, identical for every user.
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Key events, in time order
Company announcement confirms multiple tumor data at ESMO 2026; Zacks reports BTC study progress, same event line
Partnership broadens to breast and lung cancers, expanding ivonescimab's potential indications
China phase III shows significant overall survival benefit over Keytruda, strengthening ivonescimab's profile.
HARMONi-GI1 shows significant OS benefit, expanding indication to biliary tract cancer
Price crossed 50-day MA to $15.73; multiple upgrades/downgrades/initiations on 8/12
Partner Akeso announced NMPA approval of ivonescimab plus chemo for first-line squamous NSCLC; SMMT is key developer
Seeking Alpha upgrades from Sell to Hold; FDA BLA decision for ivonescimab expected by Nov 14, 2026.
Wider loss with no revenue; company flags going concern risk over cash needs
Q2 loss widened but beat EPS estimates; ivonescimab advances in late-stage studies and FDA review
HARMONi 更新分析显示，总人群和西方患者的总生存期风险比均为 0.76，西方患者中位随访时间超过 23 个月。
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice