云顶新耀午后涨超8% 耐赋康扩产已获国家药监局批准 公司近期战略增持I-Mab股权

Core Viewpoint - CloudTop New Drug (01952) saw a significant increase of over 8% in its stock price, attributed to recent developments regarding its product supply and strategic investments [1] Group 1: Stock Performance - CloudTop New Drug's stock rose by 8.05%, reaching HKD 67.1, with a trading volume of HKD 408 million [1] Group 2: Product Supply Issues - Patients reported shortages of Budesonide enteric-coated capsules (brand name: Nafucon) on social media [1] - In response to the shortage, CloudTop New Drug submitted a capacity expansion application to the National Medical Products Administration in February [1] - On August 4, the company announced that its application for expanding production of Nafucon, the first and only fully approved treatment for IgA nephropathy in China, was officially approved by the National Medical Products Administration [1] Group 3: Strategic Investments - On August 1, CloudTop New Drug announced a strategic increase in its stake in I-Mab, investing USD 30.9 million, equivalent to approximately HKD 242.6 million [1] - Following this transaction, CloudTop New Drug will hold approximately 16.1% of I-Mab's shares, making it the largest shareholder of the company [1] - The CEO of CloudTop New Drug stated that this strategic investment in I-Mab further enhances the company's global positioning in the next-generation tumor immunotherapy pipeline [1]