Core Viewpoint - The stock of药捷安康-B (02617.HK) has seen a significant increase, with its closing price rising by 20% [1] Group 1 - The company experienced a notable surge in its stock price towards the end of trading [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 藥捷安康 (南京 )科技股份有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02617 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 301,666,673 | RMB | | 1 | RMB | | 301,666,673 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 301,666,673 | RMB | | 1 | RMB | | 301,666,673 | | 2. 股 ...

Major Events - Xiaoma Zhixing-W (02026) has set the share price for its offering at HKD 139 [1] - Boleton (01333) has entered into a strategic cooperation with Fujian Rixin, focusing on autonomous driving for mining transportation [1] - Zhaojin Mining (01818) has signed a strategic cooperation memorandum with Ant Group [1] - Yimai Sunshine (02522) subsidiary has signed a data co-construction cooperation agreement with Beijing Xianxing District and Beijing Computing Power [1] - Yaojie Ankang-B (02617) has reached a project cooperation agreement with Neurocrine [1] - Heng Rui Pharmaceutical (01276) plans to include HRS-5965 capsules in the priority review process [1] Financial Data - XPeng Motors-W (09868) delivered 42,013 smart electric vehicles in October, a year-on-year increase of 76%, setting a new monthly delivery record [1] - Fuwai Group (01828) reported a sales revenue of USD 1.935 billion for the first three quarters, a year-on-year increase of 37% [1] - Shenzhen Holdings (00604) recorded total contract sales of approximately CNY 9.838 billion for the first three quarters, a year-on-year increase of 24% [1] - Weigao Group (01066) reported third-quarter revenue of approximately CNY 3.26 billion, a year-on-year growth of about 2.6% [1]

Core Insights - The article discusses a collaboration agreement between the Hong Kong-listed innovative drug company,药捷安康 (02617.HK), and the NASDAQ-listed company Neurocrine to develop NLRP3 inhibitors for treating various diseases [1] Company Overview -药捷安康 was established in April 2014 and is headquartered in Nanjing. The company currently has no products on the market, with projected revenue of 0 for the first half of 2025 [1] - The company went public on the Hong Kong Stock Exchange on June 23 this year [1] - As of November 3, the total market capitalization of药捷安康 is approximately HKD 75 billion, down from a peak of nearly HKD 270 billion in September [1] Collaboration Agreement - The agreement grants Neurocrine exclusive rights to develop, manufacture, and commercialize the NLRP3 inhibitors from药捷安康's drug platform outside of Greater China [1] -药捷安康 is entitled to receive an upfront payment and potential milestone payments related to development and commercialization progress, with a total potential value of USD 881.5 million [1] Product Pipeline - The company's research and development focus includes oncology, inflammation, and cardiovascular metabolic diseases, with a pipeline consisting of six clinical-stage candidates and several preclinical candidates [1] - TT-02332 is identified as a preclinical-stage NLRP3 inhibitor developed for treating metabolic and inflammatory diseases [2]

Core Viewpoint - The stock of药捷安康-B (02617) opened over 6% higher following the announcement of a collaboration agreement with Neurocrine Biosciences to develop NLRP3 inhibitors for various diseases, indicating positive market sentiment towards the partnership [1] Group 1: Partnership Details - On November 3,药捷安康-B announced a licensing and research collaboration agreement with Neurocrine Biosciences, Inc. to develop NLRP3 inhibitors [1] - Neurocrine has been granted exclusive rights to develop, manufacture, and commercialize the NLRP3 drug platform outside Greater China, while the company retains rights within Greater China [1] - The agreement has a total potential value of $881.5 million, including upfront payments and milestone payments related to development and commercialization progress [1] Group 2: Market Reaction - Following the announcement, the stock price of药捷安康-B rose by 6.58%, reaching HKD 195.9, with a trading volume of HKD 6.5627 million [1]

Group 1 - The stock of药捷安康-B (02617.HK) opened over 6% higher and is currently up 6.58%, trading at 195.9 HKD [1] - The trading volume reached 6.5627 million HKD [1]

Core Viewpoint - The announcement of a collaboration agreement between Neurocrine Biosciences and the company for the development of NLRP3 inhibitors has positively impacted the stock price, leading to a significant increase in share value [1] Group 1: Agreement Details - On November 3, the company announced a collaboration agreement with Neurocrine Biosciences for the development of NLRP3 inhibitors aimed at treating various diseases [1] - Neurocrine has been granted exclusive rights to develop, manufacture, and commercialize the NLRP3 drug platform outside of Greater China, while the company retains these rights within Greater China (Mainland, Hong Kong, Taiwan, Macau) [1] - The agreement has a total potential value of $881.5 million, which includes upfront payments and milestone payments related to development and commercialization progress [1] Group 2: Financial Impact - Following the announcement, the company's stock opened over 6% higher and was trading at HKD 195.9, reflecting a 6.58% increase with a trading volume of HKD 6.5627 million [1] - The potential financial benefits from the agreement could significantly enhance the company's revenue streams through milestone payments as development progresses [1]

根據該協議，Neurocrine獲授予在大中華區以外開發、製造及商業化藥捷安康 NLRP3藥物平台中的NLRP3抑製劑的獨家權利，本公司擁有在大中華區（內地、 香港、台灣、澳門）開發、製造及商業化NLRP3抑制劑的權利。根據該協議，公 司將有權獲得預付款，並且根據Neurocrine的開發和商業化進展，公司可能會收 到與研發里程碑和銷售里程碑相關的進一步里程碑付款，該協議的總潛在價值為 8.815億美元。該協議進一步涵蓋訂約方之間的研究合作，以進一步發展NLRP3相 關技術。 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，概不就因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 TransThera Sciences (Nanjing), Inc. 藥捷安康（南京）科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2617） 自願性公告 與Neurocrine達成項目合作 本公告由藥捷安康（南京）科技股份有限公司（「本公司」，連同其附屬公司統稱「本 集團」）自願刊發，以向本公司股東 ...

Core Viewpoint - The innovative drug concept stocks experienced a significant rise on October 31, with multiple companies reaching notable gains in their stock prices [1]. Group 1: Stock Performance - Sangfor Health (三生国健) saw a 20% increase, reaching a price of 72.96 [2] - Shuyou Pharmaceutical (舒泰神) rose by 14.29%, with a current price of 36.47 [2] - TuoJing Life (透景生命) increased by 11.97%, priced at 24.78 [2] - Maiwei Biotechnology (迈威生物-U) gained 11.69%, now at 47.23 [2] - Zejing Pharmaceutical (泽璟制药-U) rose by 11.06%, with a price of 99.18 [2] - Rongchang Biotechnology (荣昌生物) increased by 10.87%, priced at 98.30 [2] - Other notable increases include Hite Biotechnology (海特生物) at 10.33% and Weili Chemical (微粒化工艺物) at 10.19% [2]. Group 2: Hong Kong Market Performance - In the Hong Kong market, Fosen Pharmaceutical (福森药业) surged by 53.62%, reaching a price of 1.060 [3] - Yingtu Biotechnology (映图生物-B) increased by 12.44%, priced at 318.200 [3] - Yaojie Ankang (药捷安康-B) rose by 9.45%, with a current price of 190.000 [3] - Other companies such as Xinda Biopharmaceutical (信达牛物) and Jinfang Pharmaceutical (劲方医药) also saw increases of 8.18% and 8.05%, respectively [3].

Core Viewpoint - The innovative drug concept stocks experienced a significant rally on October 31, with multiple stocks reaching their daily limit up or showing substantial gains, indicating a strong market sentiment towards the pharmaceutical sector [1]. Group 1: Stock Performance - Sangfor Health (三生国健) surged by 20% to a price of 72.96 [2] - Shuyou Shen (舒泰神) increased by 14.29% to 36.47 [2] - Tuo Jing Life (透景生命) rose by 11.97% to 24.78 [2] - Maiwei Biotechnology (迈威生物-U) gained 11.69% to 47.23 [2] - Zejing Pharmaceutical (泽璟制药-U) climbed 11.06% to 99.18 [2] - Rongchang Biopharmaceutical (荣昌生物) went up by 10.87% to 98.30 [2] - Other notable gainers included Haitai Biotechnology (海特生物) at +10.33% and Weiguan Biotechnology (微感生物) at +10.19% [2]. Group 2: Hong Kong Market Performance - Fosen Pharmaceutical (福森药业) saw a remarkable increase of 53.62% to 1.060 [3] - Yingtou Biotechnology (映图生物-B) rose by 12.44% to 318.200 [3] - Yaojie Jiankang (药捷家康-B) increased by 9.45% to 190.000 [3] - Other stocks such as Innovent Biologics (信达生物) and Jinfang Pharmaceutical (劲方医药) also experienced gains of 8.18% and 8.05% respectively [3].