每经AI快讯，金斯瑞生物科技(01548.HK)一度跌超7%，截至发稿，跌6.98%，报13.07港元，成交额1.3 亿港元。 ...

Group 1 - Kingsray Biotechnology (01548) experienced a decline of over 7%, currently trading at 13.07 HKD with a transaction volume of 130 million HKD [1] - The stock price drop is attributed to the significant decline of over 11% in the share price of its affiliate Legend Biotech [1] - Legend Biotech reported a net trade sales figure of approximately 555 million USD for CARVYKTI for the fourth quarter ending December 31, based on information provided by Janssen, which has not been independently verified by either Legend or Kingsray [1] Group 2 - CARVYKTI achieved total sales of 1.332 billion USD in the first three quarters, with the third quarter sales amounting to 524 million USD [1]

Core Viewpoint - Kingsoft Biotech (01548) experienced a decline of over 7%, currently trading at HKD 13.07 with a transaction volume of HKD 130 million, following a significant drop in the stock price of its affiliate Legend Biotech by over 11% [1] Group 1: Financial Performance - Legend Biotech reported a net trade sales figure of approximately USD 555 million for the fourth quarter ending December 31, based on information provided by Janssen, which has not been independently verified by either Legend or Kingsoft [1] - For the first three quarters, CARVYKTI achieved total sales of USD 1.332 billion, with the third quarter sales amounting to USD 524 million [1]

Core Viewpoint - Kingsray Biotechnology (01548.HK) announced that its associate company, Legend Biotech, has submitted a 6-K form to the U.S. Securities and Exchange Commission, reporting trade sales net revenue of approximately $555 million for CARVYKTI® for the quarter ending December 31, 2025 [1]. Group 1 - The announcement was made on January 21, 2026, after the Hong Kong trading session [1]. - The trade sales net revenue figure is based on information provided by Janssen Biotech, Inc., and has not been independently verified by either Legend or Kingsray [1].

Core Viewpoint - Kingsray Biotechnology (01548) announced that CARVYKTI is projected to generate trade sales net revenue of approximately $555 million for the quarter ending December 31, 2025, based on the collaboration and licensing agreement established with Janssen Biotech, Inc. on December 21, 2017 [1] Group 1 - Kingsray Biotechnology has entered into a collaboration and licensing agreement with Janssen Biotech, Inc. [1] - The projected trade sales net revenue for CARVYKTI is approximately $555 million for the quarter ending December 31, 2025 [1]

Core Viewpoint - Kingsray Biotechnology (01548) announced that CARVYKTI® is expected to generate approximately $555 million in net trade sales for the quarter ending December 31, 2025, based on the collaboration and licensing agreement established with Janssen Biotech, Inc. on December 21, 2017 [1] Group 1 - Kingsray Biotechnology has a collaboration and licensing agreement with Janssen Biotech, Inc. [1] - The projected net trade sales for CARVYKTI® are significant, amounting to approximately $555 million [1]

Genscript Biotech Corporation （於開曼群島註冊成立的有限公司） （股份代號：1548） 自願性公告 傳奇宣佈截至2025年12月31日止季度 CARVYKTI®的初步銷售額 本自願性公告由金斯瑞生物科技股份有限公司（「本公司」）作出。 茲提述本公司日期爲2025年4月15日、2025年7月16日及2025年10月14日的公告，内容 分別有關截至2025年3月31日止季度、截至2025年6月30日止季度及截至2025年9月30日 止季度CARVYKTI®的初步銷售額。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何 聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 1 或有效性資料或資料分析，或一般的政府監管；因傳奇的第三方合作夥伴採取的行動 或未有採取行動而導致的意外延誤；因對傳奇的專利或其他專有知識產權保護提出質 疑而產生的不確定性，包括美國訴訟程序中涉及的不確定性；一般競爭；政府、行業 和公眾定價和其他政治壓力；以及於2025年3月11日向美國證券交易委員會提交的傳奇 ...

Core Insights - The Huabao CSI Hong Kong Stock Connect Medical Theme ETF (159137) closed with a gain of 0.38% on January 12, with a trading volume of 173 million yuan [1] Fund Overview - The fund was established on December 31, 2025, and is officially named Huabao CSI Hong Kong Stock Connect Medical Theme Exchange-Traded Fund [1] - The management fee is set at 0.50% per annum, while the custody fee is 0.10% per annum [1] - The performance benchmark for the fund is the return of the CSI Hong Kong Stock Connect Medical Theme Index, adjusted for the RMB exchange rate [1] Fund Management - The current fund manager is Zhang Fang, who has managed the fund since its inception, achieving a return of 4.33% during the management period [1] Top Holdings - The latest report indicates that the top holdings of the ETF include: - WuXi Biologics: 2.65% holding, valued at approximately 7.49 million yuan [2] - JD Health: 2.02% holding, valued at approximately 5.71 million yuan [2] - WuXi AppTec: 1.44% holding, valued at approximately 4.07 million yuan [2] - Crystal Digital Holdings: 0.98% holding, valued at approximately 2.76 million yuan [2] - Alibaba Health: 0.93% holding, valued at approximately 2.63 million yuan [2] - WuXi AppTec Holdings: 0.86% holding, valued at approximately 2.43 million yuan [2] - Sinopharm: 0.72% holding, valued at approximately 2.04 million yuan [2] - Genscript Biotech: 0.55% holding, valued at approximately 1.55 million yuan [2] - Ping An Good Doctor: 0.46% holding, valued at approximately 1.31 million yuan [2] - CSPC Pharmaceutical Group: 0.41% holding, valued at approximately 1.17 million yuan [2]

Core Viewpoint - The innovative drug ETF Tianhong (517380) has seen significant trading activity and growth, indicating a strong interest in the innovative drug sector, which is experiencing a historic surge in IPOs and commercialization efforts [1][4]. Group 1: ETF Performance - As of January 8, 2026, the innovative drug ETF Tianhong (517380) recorded a transaction volume of 18.58 million yuan, with the tracked index HSSSHID rising by 0.92% [1]. - The latest scale of the innovative drug ETF Tianhong reached 1.578 billion yuan, with a total of 1.962 billion shares, both marking all-time highs since its inception [2]. - The net inflow of funds into the innovative drug ETF Tianhong was 89.42 million yuan, the highest since April 2025 [3]. Group 2: Market Trends - The innovative drug sector is experiencing a "volume and price increase" opportunity, with the top ten constituent stocks of the ETF heavily weighted towards leading companies like WuXi AppTec and HengRui Medicine, benefiting from a surge in business development (BD) transactions and breakthroughs in AI drug development [3]. - In 2025, the innovative drug sector achieved a historic explosion, with over 30 biotech companies successfully listed in A-shares and Hong Kong, and more than 50 companies awaiting approval, reflecting unprecedented capital activity [4]. - The sector has transitioned from mere speculation to substantial commercialization, becoming a benchmark sector with both growth potential and certainty in the current bull market [4]. Group 3: Institutional Insights - Southwest Securities noted that in early 2025, Hong Kong companies began achieving BD, leading to a rise in the innovative drug sector; a government report in March emphasized support for innovative drugs and medical devices, further boosting A-share performance [5]. - The sector experienced a significant price increase following a major BD deal worth 1.25 billion USD in May, but faced a high-level adjustment by the end of the third quarter [5]. - The firm predicts that in 2026, the innovative drug sector will shift from a broad rally to a selective stock market [5].

Group 1 - The CRO (Contract Research Organization) sector in the Hong Kong stock market has shown strong performance, with notable gains across various companies [1] - Specifically, Kailaiying has increased by over 7%, while Tigermed and Zhaoyan Pharmaceutical have risen by over 5% [1] - Other companies such as WuXi AppTec and Kanglong Chemical have seen increases of over 3%, and WuXi Biologics and Kingsoft have gained over 2% [1]