Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase of nearly 900% since early June, with a current rise of 22.64% to HKD 1.3, indicating strong market interest and potential in the biopharmaceutical sector [1] Company Summary - On May 15, the National Medical Products Administration approved the injection of Velaglucerase beta (brand name: Gorenin) for long-term enzyme replacement therapy in patients aged 12 and above with Type I and III Gaucher disease [1] - On July 3, Beihai Kangcheng announced that the first prescription for Gorenin was issued, with the first patient receiving treatment at Xinhua Hospital [1] Industry Summary - The launch of Velaglucerase beta is expected to create a competitive landscape in the domestic Gaucher disease treatment market, with both imported and domestic drugs vying for market share [1] - Although other companies are also focusing on Gaucher disease treatment drug development, their progress is relatively slow, suggesting that Velaglucerase beta may establish a strong foothold in the market due to its domestic and first-mover advantages [1] - The market accessibility for Gaucher disease treatment is anticipated to improve significantly, with potential for future global expansion, indicating a possibility for substantial business development opportunities [1]
港股异动 | 北海康成-B(01228)再涨超25% 6月初至今累涨近9倍 维拉苷酶β存在潜在重磅BD可能性