“罕见病第一股” 今年涨幅超1400%

Group 1 - On August 13, Beihai Kangcheng's stock price surged by 25.75% after announcing a strategic financing deal and an exclusive commercial service agreement with Baiyang Pharmaceutical [1][2] - Baiyang Pharmaceutical will act as the exclusive contract sales organization (CSO) to promote several of Beihai Kangcheng's products in mainland China, Hong Kong, and Macau [1][2] - Beihai Kangcheng's stock has increased over 1400% this year, highlighting strong market interest in rare disease treatments [1][4] Group 2 - The strategic investment amounts to 100 million HKD, with Baiyang Pharmaceutical acquiring approximately 17.65% of Beihai Kangcheng's existing shares [2] - The funds will be used to advance the commercialization of existing products and improve operational efficiency [2] - Beihai Kangcheng currently has three commercialized products targeting rare diseases, including Hai Ruisi, Mai Ruibei, and Wei La Gan En [2][3] Group 3 - The company faces challenges in market access for rare disease drugs, which are often priced high due to the limited patient population [3][6] - Despite being the leading drug for MPS II, only about 10% of diagnosed patients have used Hai Ruisi [6] - The company is exploring international markets and advocating for a specialized rare disease fund to support drug development [7]