Group 1 - Jiangsu Life Science Technology (00775.HK) recently announced promising early results from preclinical laboratory tests of its novel cancer vaccine targeting trophoblast cell surface antigen 2 (TROP2) [1] - The TROP2 vaccine has shown significant tumor growth inhibition in preclinical studies, with four out of five studies demonstrating 100% tumor growth suppression and one study showing approximately 80% suppression in over 170 mice [1] - The TROP2 vaccine is expected to become the first curative therapy for high-incidence cancers in Asia, addressing urgent clinical needs and potentially covering multiple cancer types such as lung and pancreatic cancer [1] Group 2 - The company has multiple clinical-stage medical research projects and its R&D product line is considered severely undervalued, with potential for value release and substantial performance contributions [2] - The company reported a nearly 60% year-on-year increase in clinical trial and laboratory expenses, reaching HKD 161 million in 2024, indicating a strong commitment to R&D [2] - The company is exploring various strategic options, including strategic partnerships, joint ventures, business spin-offs, and mergers, to maximize shareholder value and enhance its capital acquisition channels [2]
香港股票分析师协会主席邓声兴：癌症疫苗申专利或有利长江生科价值提升