有市场人士对第一财经记者表示，次新股、盘子小，再加上近期刚刚被纳入港股通，这些因素综合在一 起，促使药捷安康股价被爆炒，但公司基本面是否有足够的支撑，值得商榷。 今日午间，药捷安康也发布了股价及成交量的异常变动自愿性公告称，董事会确认，概不知悉导致股份 出现该等股价及成交量异常变动之任何原因，或任何须予公布以避免股份出现虚假市场之资料，或须予 披露之任何内幕消息。 （文章来源：第一财经） 在经历了四个交易日连续暴涨后，今日，药捷安康（02617.HK）股价上演了一场"高台跳水"行情。 今日早盘，该公司股价最大涨幅超过60%，冲到670港元/股以上；午后开盘后，股价又一路滑落，最后 以暴跌53.73%收盘，股价仅剩下192港元/股，市值跌回千亿港元以下，为762.04亿港元。 药捷安康于2025年6月23日才在港股市场挂牌交易，彼时公司IPO首发价只有13.15港元/股，公司当前股 价较首发价涨幅仍高达13.6倍。上一交易日，即9月15日，公司收盘价曾高达415港元/股，股价较IPO首 发价涨幅约30.6倍，总市值达到1647.13亿港元。 药捷安康是一家处于注册临床阶段的创新药公司，专注于发现及开发肿瘤、炎症 ...

公司市值跌回千亿港元以下。 在经历了四个交易日连续暴涨后，今日，药捷安康（02617.HK）股价上演了一场"高台跳水"行情。 今日早盘，该公司股价最大涨幅超过60%，冲到670港元/股以上；午后开盘后，股价又一路滑落，最后 以暴跌53.73%收盘，股价仅剩下192港元/股，市值跌回千亿港元以下，为762.04亿港元。 药捷安康于2025年6月23日才在港股市场挂牌交易，彼时公司IPO首发价只有13.15港元/股，公司当前股 价较首发价涨幅仍高达13.6倍。上一交易日，即9月15日，公司收盘价曾高达415港元/股，股价较IPO首 发价涨幅约30.6倍，总市值达到1647.13亿港元。 药捷安康是一家处于注册临床阶段的创新药公司，专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子 创新疗法。截至2025年6月30日，公司主要管线包括六款临床阶段候选产品及多款临床前阶段候选产 品。替恩戈替尼是药捷安康研发进度最快的产品，同时也是公司的核心产品，这是一款选择性聚焦多激 酶抑制剂，主要靶向三个关键通路——FGFR/VEGFR、JAK和Aurora激酶，但进度最快的适应证为胆管 癌，为小癌肿，公司预计在中国的注册性2期临床于 ...

Core Viewpoint - The stock price of药捷安康-B (02617.HK) experienced extreme volatility today, with an initial surge of over 60% followed by a sharp decline, highlighting the unpredictable nature of the market and investor sentiment [1][2][4]. Group 1: Stock Price Movement - In the morning, the stock price peaked at 679.5 HKD per share, bringing the market capitalization close to 270 billion HKD [1][2]. - After an announcement regarding unusual trading activity, the stock price plummeted to a low of 165 HKD per share, resulting in a decline of over 60% [2][4]. - By the end of the trading day, the stock closed at 192 HKD per share, reflecting a decrease of 53.73% and a market capitalization of 76.2 billion HKD [2]. Group 2: Company Announcements - The company issued a statement confirming that it was unaware of the reasons behind the stock price and trading volume fluctuations, asserting that its business operations and financial status remained stable [4]. - The board of directors indicated that there were no significant changes in the company's operations or financial conditions that warranted disclosure [4]. Group 3: Recent Performance and Developments -药捷安康's stock has seen a dramatic increase since its listing on June 23, with a rise of over 500% from September 10 to September 15 [6]. - The company’s core product, Tinengotinib, received clinical trial approval for treating specific types of breast cancer, contributing to the stock's previous surge [5][6]. - Despite the stock's volatility, the company remains in a loss-making position, with a reported pre-tax loss of 123 million HKD for the first half of the year, an improvement from the previous year's loss of 160 million HKD [7].

Company Overview - Yaojie Ankang-B (02617.HK) is a clinical-stage biopharmaceutical company focused on discovering and developing innovative small molecule therapies for oncology, inflammation, and cardiovascular metabolic diseases [4]. Stock Performance - On September 16, Yaojie Ankang-B experienced extreme volatility, with an initial surge of over 63%, reaching a peak price of 679.50 HKD, which is more than 50 times its issue price [2]. - The stock price plummeted dramatically after 14:11, falling to around 280 HKD within an hour, and eventually closing at 192 HKD, marking a decline of 53.73% for the day [2]. - The trading volume was significant, with a total turnover of 45.4 billion HKD and a turnover rate of 4.13% [2]. Financial Status - Yaojie Ankang-B reported zero revenue for the first half of the year and incurred a loss of 123 million HKD [4]. - The company's market capitalization briefly exceeded 250 billion HKD but fell to 76.2 billion HKD after the stock's decline [4]. Market Context - The broader Hong Kong stock market showed mixed performance on the same day, with the Hang Seng Index closing at 26,438.51 points, down 0.03%, while the Hang Seng Tech Index rose by 0.56% [4]. - Other pharmaceutical stocks, such as Fosen Pharmaceutical (01652.HK), saw significant gains, with a rise of over 350% following the approval of a new drug [6]. Capital Flow - After several days of net buying, southbound capital experienced a net sell-off of 3.189 billion HKD on the same day [8]. Market Outlook - Analysts from various firms suggest that the Hong Kong stock market may continue to rise due to ample liquidity and favorable valuation compared to global markets [10].

(本文来自第一财经) 药捷安康-B跳水，涨幅收窄至20%以内，早盘一度涨近60%，公司午间公告称概不知悉导致股份出现股 价及成交量异常变动的任何原因。 ...

波动有点大！ 今日，在港股市场上，药捷安康-B（02617.HK）的股价剧烈波动。该股早盘涨幅一度超过60%，最高触及679.5港元/股， 市值一度逼近2700亿港元。 然而，今日午间，药捷安康突然公告称，不知悉股价及成交量异动原因，集团的业务营运及财务状况并无重大变动。午 后，药捷安康的股价急速跳水，跌幅一度超过60%，最低触及165港元/股，市值跌至不到700亿港元，全天振幅超过 120%。 药捷安康称，上述试验旨在评估替恩戈替尼片联合氟维司群注射液在经治失败的HR+/HER2-复发或转移性乳腺癌患者中 的安全性、疗效及药代动力学的开放标签、多中心、Ⅱ期临床研究。早期临床研究结果表明，替恩戈替尼单药在经历过 多种治疗的HR+/HER2-乳腺癌患者中显示出令人鼓舞的临床效果，且与氟维司群的联合用药具有药理学协同作用，可能 为此类患者的治疗带来新的突破。 药捷安康股价大跌 今日早盘，药捷安康大幅拉升，股价最高触及679.5港元，市值一度逼近2700亿港元。然而，午后"风云突变"，14时10分 过后，卖单持续涌现，导致公司股价持续跳水，最低触及165港元/股，跌幅一度高达60.24%。截至收盘时，药捷安康股 价 ...

2025年6月23日，药捷安康在港交所上市。分配结果公告显示，药捷安康发售股份数目15,281,000股 H股，香港公开发售的最终发售股份数目3,057,000股H股，国际发售的最终发售股份数目12,224,000股H 股。药捷安康的最终发售价为13.15港元，所得款项总额为200.95百万港元，扣除固定发售价之预计应付 上市费39.61百万港元后，所得款项净额161.34百万港元。 （责任编辑：华青剑） 中国经济网北京9月16日讯 药捷安康（02617.HK）港股今日收报192港元，跌幅53.73%。该股今日 盘中最高报679.5港元，大涨63.73%。 药捷安康是一家以临床需求为导向、处于注册临床阶段的生物制药公司，专注于发现及开发肿瘤、 炎症及心脏代谢疾病小分子创新疗法。 ...

9月16日下午，药捷安康-B（02617.HK）股价突然大跳水，截至发稿，股价大跌45%，每股报228港元，该股今日曾大涨63%，最高每股报679.5港元。 公告还称，替恩戈替尼早期临床研究结果表明，替恩戈替尼单药在经历过多种治疗（例如内分泌治疗、CDK4/6 抑制剂治疗和化疗）的HR+/HER2-乳腺癌 患者中，有令人鼓舞的临床效果。临床前实验结果表明，替恩戈替尼与氟维司群的联合用药针对内分泌治疗耐药的乳腺癌细胞具有药理学协同作用。因此 替恩戈替尼联合氟维司群的临床治疗策略将可能为此类乳腺癌患者的治疗带来新的突破。 值得注意的是，上周五药捷安康-B暴涨77%，周一（9月15日）药捷安康-B再次大涨115.58%。截至周一，药捷安康发行价仅为13.15港元，上市不到3个 月，药捷安康累计涨超30倍，市值突破1200亿港元。 药捷安康是一家以临床需求为导向、处于注册临床阶段的生物制药公司，专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子创新疗法。药捷安康目前还 没有商业化产品，今年上半年，公司的营业收入为0，亏损1.23亿元。 就在上周一（9月8日），该公司刚刚调入港股通标的名单，这也意味着南向资金可以通过港股通 ...

Group 1 - The stock price of药捷安康 (02617.HK) experienced significant volatility on September 16, with an intraday increase of over 60% followed by a decline of 53.73%, closing at 192 HKD per share and a total market capitalization of 762 billion HKD [1] - From September 11 to 15, the stock saw a cumulative increase of 361.11%, with a notable rise of 115.58% on September 15 [1] -药捷安康 is a biopharmaceutical company focused on developing innovative small molecule therapies for oncology, inflammation, and cardiovascular metabolic diseases, currently in the clinical registration phase [1] Group 2 - The company has not yet achieved commercialization, with projected losses of 343 million CNY and 275 million CNY for the years 2023 and 2024, respectively [2] - In the first half of the year, the company reported zero revenue and a loss of 123 million CNY [2] - On September 10, the company announced that its core product, Tinengotinib (TT-00420), received clinical approval for a Phase II trial for a specific type of breast cancer [1]

Core Viewpoint - The stock price of药捷安康 (02617.HK) has surged dramatically, reaching a market capitalization of over 240 billion HKD within three months of its IPO, despite the company not having any commercialized products and reporting a loss of 123 million HKD in the first half of the year [1][7]. Market Performance - As of September 16, the market capitalization of药捷安康 reached 249.3 billion HKD, surpassing established innovative pharmaceutical companies and approaching the market leader百济神州's valuation of 300 billion HKD [2]. - The stock price increased by nearly 600% over five trading days, with a peak price of 679.5 HKD on September 16 [1][6]. Investor Dynamics - The surge in stock price is attributed to significant inflows from southbound funds, which purchased over 300 million HKD worth of shares in two days [3]. - Key investors, including康方生物 and药石科技, have seen their investments yield over 50 times returns, with康方生物's shares valued at 517 million HKD compared to an initial investment of 10 million HKD [5][6]. Clinical Development - The stock's rise was triggered by the announcement of the clinical trial approval for its core product,替恩戈替尼, which targets multiple cancer pathways [3]. - As of June 30,替恩戈替尼 was involved in nine clinical trials globally, indicating a robust pipeline despite the company's current lack of revenue [3][7]. Financial Status - The company reported a net loss of 123 million HKD in the first half of the year, with research and development expenses of 98.43 million HKD and management expenses of 27.47 million HKD [7]. - As of June 30, the company held cash and cash equivalents of 449 million HKD, with total equity of 582 million HKD [7].