Core Viewpoint - The company, He Yu-B (02256), has shown strong financial performance in its recent interim results, with significant revenue and profit growth, driven by unexpected income from Merck's exercise [1] Financial Performance - The company reported a revenue of 612 million yuan, representing a year-on-year increase of 21.5% [1] - The net profit attributable to the parent company reached 328 million yuan, marking a year-on-year growth of 58.8% [1] - The company has guided that its annual operating cash consumption will remain within 570 million yuan, indicating a potential for sustained profitability throughout the year [1] Product Pipeline Progress - The core dual pipeline of the company is progressing smoothly, with the NDA for Pimiatinib accepted in China in June, and plans to submit a listing application in the U.S. in the second half of the year, with expectations for approvals in both China and the U.S. next year [1] - In June, the company completed the first patient dosing in the registration clinical trial for Ipagufinib in China [1] - In July, the company updated the Phase II clinical results of Ipagufinib combined with Atezolizumab at the ESMO-GI conference, showing an overall response rate (ORR) of ≥50% and a median progression-free survival (mPFS) of ≥7 months in the 220 mg BID dosage group [1] - The company continues to see the emergence of promising early-stage pipelines [1]
和誉-B再涨超5% 默克行权收入超预期 上半年纯利同比增超58%