北海康成-B再涨近9% 旗下三款罕见病产品均通过商保创新药目录的形式审查

Core Viewpoint - Beihai Kangcheng-B (01228) has seen a significant stock price increase, with a recent rise of nearly 9% and a current price of 2.09 HKD, reflecting a trading volume of 20.28 million HKD [1] Group 1: Product Approval and Market Impact - The National Healthcare Security Administration announced on August 12 that three rare disease products from Beihai Kangcheng have passed the preliminary review for the commercial insurance innovative drug directory [1] - The approved products include: - Goryning (injectable Velaglucerase beta) for treating type I and III Gaucher disease in adolescents and adults aged 12 and above, which was approved for market in May this year - Mirebai (oral Chlorambucil) for treating cholestatic pruritus associated with ALGS/PFIC - Haier Si (injectable Idursulfase beta) for treating Mucopolysaccharidosis type II [1] Group 2: Financing and Shareholding Changes - Beihai Kangcheng recently announced the issuance of 74.97 million new shares to Baiyang Pharmaceutical (301015) at a price of 1.34 HKD per share, representing a discount of 19.76% compared to the price before suspension [1] - The net proceeds from the subscription, approximately 98.66 million HKD, will be used for the research and development of commercialized products, marketing and promotional activities, loan repayment, and daily operations [1] - Following the completion of this transaction, Baiyang Pharmaceutical will hold 14.99% of Beihai Kangcheng's equity, and has stated that it has no intention to acquire any controlling stake in the company within the next three years [1]