Our concern about Alphamab is not the failure of KN046 unblinding, but its credibility and information disclosure. Valuation is low, but investors are advised to remain cautious due to poor sentiment.
Boomeranged on Wed, 15 Nov 2023 09:19
Share price collapse actually reflects the "essence" of Alphamab - The Company was "unaware of reasons for share price drop" first, and then disclosed not ideal clinical results for KN046. As we highlighted in this insight, our concerns about Alphamab is its unqualified information disclosure. Uneven information gaps amplify panic and undermine investors’ confidence. Recommend be wary of Alphamab.
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