Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase of nearly 900% since early June, with a current price of 1.3 HKD and a trading volume of 15.1764 million HKD, following the approval of its innovative drug for Gaucher disease treatment [1][1][1] Company Summary - On May 15, the National Medical Products Administration approved Beihai Kangcheng's application for the injectable Velaglucerase beta (brand name: Gorening) for long-term enzyme replacement therapy in adolescents and adults aged 12 and above with Type I and III Gaucher disease [1][1][1] - On July 3, Beihai Kangcheng announced that the first prescription for Gorening had been issued, with the first patient receiving treatment at Xinhua Hospital [1][1][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][1][1] - Although other companies are also focusing on Gaucher disease treatment drug development, their progress is relatively slow, which may allow Velaglucerase beta to establish a strong foothold in the domestic market due to its domestic and first-mover advantages [1][1][1] - The market accessibility for Gaucher disease treatment is anticipated to improve significantly, and there is potential for future global expansion, indicating possible significant business development opportunities [1][1][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 维拉苷酶存在潜在重磅BD可能性