Agency: The synthetic biology sector showed a high increase in Q1 performance, and policy expectations accelerated valuation repair
Currently, the core competitiveness of biological manufacturing companies lies in product development and implementation capabilities. They are optimistic about targets with successful cases, leading positions, high-quality product reserves, and a boom in downstream demand.
康方生物:2023 年報
Kangfang Biology (09926.HK): The State Drug Administration accepted the marketing application for new indications of chetanil (cardonil, PD-1/CTLA-4) for first-line treatment of cervical cancer
Gelonghui, April 24 | Kang Fang Biotech (09926.HK) announced that the China Drug Administration (“NMPA”) has recently officially accepted the marketing application for a new indication (“SnDA”) for the first-line treatment of persistent, recurrent or metastatic cervical cancer with or without platinum-containing chemotherapy combined with or without bevacizumab, the world's first bispecific antibody (“NMPA”). Ketanil was approved by the NMPA in June 2022 to treat patients with recurrent or metastatic second-/third-line cervical cancer who have previously failed platinum-containing chemotherapy. This time s
A quick overview of the Hong Kong market | Hong Kong stocks are rising across the board! The Tech Index surged more than 3%, Kuaishou surged nearly 9%, and Meituan rose nearly 8%
Many biotech stocks rose; Lai Kai Pharmaceutical rose nearly 13%, Kangfang Biotech rose nearly 6%; gold stocks declined, Lingbao Gold fell nearly 4%, and Zijin Mining fell more than 3%.
Changes in Hong Kong stocks | Pharmaceutical stocks strengthened in the afternoon, and the innovative drug policy showed a positive trend, and the sector is expected to continue to warm up after the second quarter
Pharmaceutical stocks strengthened in the afternoon. As of press release, Laikai Pharmaceutical-B (02105) rose 13.67% to HK$6.07; Conoa-B (02162) rose 13.21% to HK$33; and Pharmaceuticals (02268) rose 7.52% to HK$20.15.
A quick look at the Hong Kong market | The three major indices have risen one after another. Technet stocks have generally risen, Tencent and Meituan have risen by more than 5%; Ideal has fallen by more than 8%
Many coal stocks fell sharply; Mongolian coking coal and China Coal Energy fell more than 6%; petroleum stocks fell, CNOOC Services fell more than 3%, and CNPC fell nearly 3%.
Hong Kong Stock Afternoon Review | The three major indices fell sharply, auto stocks fell, and Ideal Auto fell by more than 7%
Technology and network stocks generally fell; Xiaomi fell more than 4%, Meituan fell nearly 4%; shipping stocks rose higher, Pacific Shipping rose more than 9%, and COSCO Haineng rose more than 5%.
Hong Kong Stock Concept Tracking | Beijing introduces policies to support the high-quality development of innovative pharmaceuticals, institutions are optimistic about the rise of the domestic innovative drug industry chain (with concept stocks)
Various departments including the Beijing Municipal Medical Security Administration and the Beijing Drug Administration issued a number of measures to support the high-quality development of innovative medicines in Beijing
Hong Kong Stock Afternoon Review | The three major indices continued to weaken, the Tech Index fell nearly 3%, and Tech Net stocks and auto stocks generally fell
Biotech stocks fell collectively; Kingsley Biotech fell more than 4%; Genting Xinyao fell by more than 3%; gaming stocks fell, with Aobo Holdings and Sands China falling more than 4%; insurance stocks fell by more than 3%; and China Ping An fell nearly 2%.
Hong Kong Stock Afternoon Review | The three major indices declined, TechNet stocks and gold stocks fell, NetEase fell nearly 3%, and Zhaojin Mining fell nearly 9%
Biotech stocks fell, with Genting Xinyao falling more than 6%, and Kingsley Biotech falling nearly 5%; auto stocks fell by many stocks, Xiaopeng Motors fell nearly 4% and Geely fell nearly 3%; petroleum stocks improved, and CNPC rose more than 2%.
Hong Kong Stock Afternoon Review | The three major indices declined, TechNet stocks and biotech stocks fell, NetEase fell nearly 4%, and BeiGene Shenzhou fell more than 5%
Domestic housing stocks and property management stocks declined one after another. Sunac China fell more than 6%, Country Garden Services fell more than 3%; petroleum stocks improved, and CNOOC and CNPC rose more than 1%; many gold stocks rose, Zijin Mining rose nearly 3%, and Zhaojin Mining rose more than 1%.
Kangfang Biology (9926.HK) company follow-up review: Cardonelli's gastric cancer data is impressive, and the whole population benefits significantly
Introduction to this report: The company's AACR annual meeting revealed first-line gastric cancer data with Cardonil, showing the benefits of the entire population, which is expected to drive the evolution of the gastric cancer treatment pattern. Major indications for Cardonil have been implemented one after another, and Iwasi is about to be approved to maintain the “gain” review
Changes in Hong Kong stocks | Kangfang Biotech (09926.HK) is now up more than 4%. Brilliant data on gastric cancer with Cardonil is expected to drive the evolution of the gastric cancer treatment pattern
Kangfang Biotech (09926.HK) is now up more than 4%. As of press release, it is up 3.97% to HK$48.5, with a turnover of HK$125 million.
Kangfang Biology (9926.HK): Cardonelli's gastric cancer data is impressive, and the whole population benefits significantly
Introduction to this report: The company's AACR annual meeting revealed first-line gastric cancer data with Cardonil, showing the benefits of the entire population, which is expected to drive the evolution of the gastric cancer treatment pattern. Major indications for Cardonil have been implemented one after another, and Iwasi is about to be approved to maintain the “gain” review
Hong Kong Market Overview | The Hang Seng Index closed slightly higher. Power stocks and gold stocks were strong. Huaneng Power rose more than 11%
The trend of TechNet stocks was divided. Tencent fell more than 1% and NetEase rose 1%; auto stocks had mixed ups and downs, with Great Wall Motor up nearly 7% and Xiaopeng Motor falling nearly 3%; biotech stocks rose more than 11%; Genting Xinyao rose more than 11%, and Pharmaceutical Biotech rose more than 5%.
Beijing has brought great benefits to innovative drugs!
In the middle of the night of April 7, the Beijing Municipal Medical Security Administration suddenly issued a “Notice on Public Consultation on the “Certain Measures to Support the High-Quality Development of Innovative Medicines by 9 Departments Including the Beijing Municipal Medical Security Administration (2024) (Draft for Comments)”. The public submission period for this consultation draft is only 3 working days. The first section of the clinical study clearly proposed reducing the overall time required to start a clinical trial to 28 weeks.
Kang Fang Biology (09926.HK): AK104 rapid release, AK112, Pan-catalysis
Key investment points We believe that starting in 2024, the company's large varieties and large indications (AK104, AK112, AK102, AK101) will enter the commercialization stage, driving the company's product sales into a period of rapid growth.
Intraday quick overview | The three major indices rose sharply, the Keji Index rose more than 2%, Bilibili rose nearly 8%, and JD and Meituan rose more than 5%
Biotech stocks rose, with Yao Ming Biotech up more than 6%, Genting Xinyao by more than 5%, Kingsray Biotech by more than 4%, and BeiGene Shenzhou by nearly 2%; Apple concept stocks generally rose, Ruisheng Technology and Gaowei Electronics by about 5%, and Shunyu Optics and Qiutai Technology by about 2%.
Kangfang Biotech (09926.HK) Review Report: The performance is in line with expectations, and the domestic listing of Evosi is imminent
Event: Kangfang Biotech released its 2023 annual report on March 19: achieved revenue of 4.526 billion yuan in 2023, an increase of 440% over the previous year; of this, product sales revenue was 1,631 billion yuan, and technical cooperation revenue
Hong Kong Stock Afternoon Review | The three major indices strengthened slightly, biotechnology stocks and domestic housing stocks rose sharply, and Pharmaceutical Kangde and Longhu Group rose nearly 8%
The trend of TechNet shares was divided. Meituan rose nearly 9%, Baidu Group rose more than 6%, and Ali fell more than 1%; petroleum stocks rose more than 2%, CNPC shares and CNOOC rose nearly 2%; most auto stocks fell, with BAIC falling more than 13% and Zero Sports Auto falling nearly 3%.
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