Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase of over 25%, with a cumulative rise of nearly 900% since early June, indicating strong market interest and potential growth in the biopharmaceutical sector [1] Group 1: Company Developments - On May 15, the National Medical Products Administration approved the injection of Velaglucerase beta (brand name: Gorening) for long-term enzyme replacement therapy in patients aged 12 and above with Type I and III Gaucher disease [1] - As of July 3, Beihai Kangcheng reported that the first prescription for Gorening has been issued, with the first patient receiving treatment at Xinhua Hospital [1] Group 2: Market Implications - 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 leverage its domestic and first-mover advantages to establish a strong foothold in the market [1] - There is potential for significant market accessibility improvements and future opportunities for global expansion in the Gaucher disease treatment sector, indicating possible major business development (BD) prospects [1]
北海康成-B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