SKB BIO (06990) News

Day One of the 2026 National Reimbursement Drug List Negotiations: Representatives from Multiple Companies Display Visible Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage

The annual national medical insurance catalog negotiations have once again entered the stage of on-site bargaining.

cls.cnSep 5 18:02

RMB 22 billion in capital floods in! Innovative drugs benefit from policy dividends as the wave of business development in the industry continues to heat up.

The innovative drug sector has received another positive policy signal.

Securities Times ChinaSep 5 13:41

Kelun Biotech (06990.HK) saw its H-share holdings increased by 30,800 shares by Orient Securities Co., Ltd. (DFZQ), valued at approximately HK$15.1816 million.

Reported on September 4, according to documents disclosed by the Hong Kong Stock Exchange (HKEX) on the same day, Orient Securities Co., Ltd. (DFZQ) increased its holding of H-shares in Kelun Biotech (06990.HK) by 30,800 shares at an average price of HK$492.9088 per share on August 31, with a total value of approximately HK$15.1816 million. Following the increase, Orient Securities Co., Ltd.'s latest shareholding stands at 8.8712 million shares, raising its long position ratio from 4.99% to 5.01%. Image source: HKEX equity disclosure. What is equity disclosure? As required by the Hong Kong Stock Exchange, major shareholders (holding

Futu NewsSep 4 17:06

UBS Group: Chinese biotech firms’ H1 sales largely exceeded expectations; global R&D catalysts in H2 will be key; BeiGene is the top pick.

UBS Group released a report stating that market expectations for the Chinese biotechnology sector during the first-half earnings season were initially conservative, primarily due to concerns over tighter regulations on domestic drug marketing activities and anti-corruption campaigns in public hospitals. However, Chinese biotech companies focused on innovative drugs were only mildly affected. Among the 12 biotech companies covered by UBS (11 of which have reached the commercialization stage), eight reported sales that exceeded expectations, and none cited regulatory issues as a major obstacle to commercialization. UBS noted that total product sales for these 11 companies grew by 34% year-on-year in the first half of the year. BeiGene (ONC.US) led the pack with $3.2 billion in product sales, a 31% year-on-year increase.

AASTOCKSSep 4 13:37

CLSA: Fundamentals of China’s biotechnology sector remain solid; top picks include BeiGene (06160.HK), Innovent Bio (01801.HK), and Vellbio (09887.HK)

Lyondell issued a report stating that the fundamentals of China’s biotechnology sector remain solid, supported by strong interim results, sustained momentum in out-licensing deals, and encouraging clinical data readouts. However, market sentiment has not yet fully reflected these fundamental improvements; the bank attributes this gap primarily to liquidity factors rather than a weakening of fundamentals. The bank believes that high-quality biotech companies with attractive valuations will remain advantaged once sentiment normalizes, and maintains BeiGene (06160.HK), Innovent Bio (01801.HK), and VelosBio-B (09887.HK) as its top picks in the Chinese biotechnology sector. The bank noted that in the first half of 2026,

AASTOCKSSep 4 13:29

Express News | National Healthcare Security Administration: More innovative drugs expected to be included in medical insurance reimbursement

Li Tao, Deputy Director of the National Healthcare Security Administration, stated at a press conference held by the State Council Information Office on the 4th, themed "Kickstarting the 15th Five-Year Plan," that the basic medical insurance drug catalog will continue to be adjusted annually. More innovative drugs for major diseases and key areas—including cancer, chronic diseases, rare diseases, and pediatric conditions—that meet eligibility criteria will be included in medical insurance reimbursement. Efforts will also be made to promote the national unification of reimbursement catalogs for medical service items and medical consumables, thereby further narrowing policy disparities across regions. (Xinhua News Agency)

BreakingsSep 4 10:19

Kelun Biotech (06990.HK) saw its H-share holdings increased by 30,800 shares, valued at approximately HK$15.1816 million, by China Universal Asset Management Co., Ltd.

On September 3, according to documents disclosed by the Hong Kong Stock Exchange on that day, Huitianfu Fund Management Co., Ltd. increased its holdings on August 31 at an average price of HK$492.9088

Futu NewsSep 3 17:06

Colombo Tai Bio (6990.HK): Jiatailai sales are accelerating and scaling up, with its TROP2 ADC leading globally across multiple indications.

Event: According to the company's announcement, the company reported first-half revenue of RMB 978 million, up 2.9% year over year; total pharmaceutical sales reached RMB 657 million, a substantial year-over-year increase of 112%; and net profit for the period stood at RMB 388 million, compared with a loss of RMB 140 million in the same period last year.

Huaxi SecuritiesSep 1 00:00

Analysts Are Bullish on Top Healthcare Stocks: Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. Class H (HK:6990), Innovent Biologics (IVBXF)

TipRanksAug 30 17:01

Colombo Biotech (06990.HK): Commercialization of its core product is accelerating, and global collaborations continue to deliver results.

Event: The company released its interim results for 2026, reporting operating revenue of RMB 978 million, up 2.9% year over year; net profit attributable to shareholders reached RMB 388 million (compared with a loss of RMB 145 million in the same period last year). Pharmaceutical sales revenue, meanwhile…

SDIC SecuritiesAug 28 19:03

Colombo Tai Bio (06990.HK) Company In-Depth Report: A World-Leading ADC Platform with Pipeline Value Continuously Realizing Its Potential

The company is the domestic leader in ADCs, driven by both in-house R&D and strategic collaborations. Kelen Botai is an innovative biopharmaceutical enterprise in China with integrated ADC R&D capabilities, backed by Kelen Pharmaceutical, while Merck & Co. participates as a strategic shareholder through investment and pipeline partnerships. The company relies on…

China Galaxy SecuritiesAug 28 00:00

Colen Biotech (06990.HK): Colen Biotech: Core Products Drive Growth, with Ongoing Expansion of Frontline Indications

Event: The company recently released its 2026 semi-annual report. In the first half of 2026, the company recorded operating revenue of RMB 978 million, up 2.9% year over year, with pharmaceutical sales reaching RMB 657 million, a year-on-year increase of 112%.

Pacific SecuritiesAug 26 00:00

Colombo Tai Bio (06990.HK): Commercialization continues to scale up; SAC‑TMT clinical progress remains positive.

Colombo Tai Bio reported a 2.9% year-on-year increase in first-half 2026 revenue, reaching RMB 978 million, with a net profit of RMB 388 million (compared to a net loss of RMB 145 million in the same period last year). Adjusted net profit stood at RMB 479 million (

Shenwan Hongyuan ResearchAug 25 20:31

The underlying logic for innovative drugs and CXO has fully shifted toward "performance validation." Wuxi XDC shares surged more than 12% following its earnings release.

1. How do institutions interpret the recent trends in the innovative drug and CXO sectors? 2. What were the core drivers behind Wuxi XDC's better-than-expected performance in the first half of the year?

cls.cnAug 25 13:40

SPDB Remains a Buy on Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. Class H (6990)

TipRanksAug 21 13:06

BOCOM International Holdings Company Keeps Their Buy Rating on Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. Class H (6990)

TipRanksAug 20 19:35

Historic Breakthrough in mRNA Cancer Vaccines: E Fund Biomedical ETF (03186) Captures Innovation Dividends Through Dual Allocation in Hong Kong and U.S. Markets

As of August 20, 2026, the E Fund Biopharmaceutical ETF (03186) is the only biopharmaceutical-themed ETF listed on the Hong Kong Stock Exchange that holds constituents from both the Hong Kong and U.S. biopharmaceutical sectors.

Zhitong FinanceAug 20 16:45

Citi raises Kelun Biotech (06990.HK) target price to HK$625, removes "High Risk" rating

Citi released a research report stating that Kelun Biotech (06990.HK) saw its first-half revenue increase by 3% year-on-year, with drug sales surging 112% year-on-year. The adjusted net profit reached RMB 479 million, marking a turnaround from the net loss recorded in the same period last year. Management expressed optimism regarding performance in the second half of 2026 and reiterated its target of achieving 100% growth in product sales for fiscal year 2026. The bank noted that Merck (MRK.US) has initiated 17 global Phase III clinical trials for sac-TMT, with the product expected to receive U.S. FDA approval for commercialization in fiscal year 2027, followed by a gradual rollout in markets outside China.

AASTOCKSAug 20 14:47

Colombo Tai Bio (6990.HK): Strong performance with commercialization doubling; sac-TMT global value is being realized now.

Investment Highlights: The company released its 2026 interim report. In the first half of 2026, revenue totaled RMB 978 million, with pharmaceutical sales accounting for RMB 657 million, up 112% year over year. Net profit for the first half reached RMB 388 million.

China Post SecuritiesAug 20 13:52

Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. Class H (6990) Receives a Buy From CICC

TipRanksAug 20 13:25