Akeso’s biggest drugs face steep price pressure in China, raising the risk that sales growth won’t translate into profits for a long time. At the same time, strong trial results and global partners could still help it win patients and expand abroad, making the stock a tug-of-war between lower pricing and real medical momentum.Read more
Akeso’s cancer drugs are seeing unexpectedly strong early demand, and a wider hospital rollout could push growth ahead of what many expect. But steep price cuts, reliance on a few key medicines, and tough competition could make it harder to turn that momentum into lasting profits.Read more
Akeso is pushing new cancer drugs through late-stage trials and trying to get them covered by China’s national drug program, which could open the door to far more patients and faster growth. The big question is whether it can turn that momentum into steady profits while relying heavily on a small number of key medicines and partners.Read more
Akeso, Inc., a biopharmaceutical company, engages in the research, development, manufacture, and commercialization of antibody drugs worldwide. The company develops AK104, a PD-1/CTLA-4 bi-specific antibody to treat cervical cancer, gastric cancer, lung cancer, and liver cancer; and AK112, a PD-1/VEGF bi-specific antibody to treat lung cancer, biliary tract cancer, head and neck squamous cell carcinoma, breast cancer, colorectal cancer, and pancreatic cancer. It is also developing AK117, a CD47 monoclonal antibody to treat myelodysplastic syndrome, acute myeloid leukemia, and recurrent or refractory classical Hodgkin lymphoma; AK109, a PD-1 monoclonal antibody to treat G/GEJ patients; penpulimab, a PD-1 for the treatment of recurrent or metastatic nasopharyngeal carcinoma (NPC); and tagitanlimab, a PD-L1 for treating recurrent or metastatic NPC. In addition, the company develops AK102, a PCSK9 monoclonal antibody to treat hypercholesterolemia and mixed hyperlipidemia; AK101, an IL-12/IL-23 monoclonal antibody to treat moderate-to-severe psoriasis and ulcerative colitis; AK111, an IL-17 monoclonal antibody to treat moderate-to-severe psoriasis and ankylosing spondylitis; and AK120, an IL-4R monoclonal antibody to treat moderate-to-severe atopic dermatitis. Further, its preclinical product includes AK120 to treat moderate-to-severe atopic dermatitis. The company was founded in 2012 and is headquartered in Zhongshan, the People’s Republic of China.
