Group 1 - The stock of Basilea Pharmaceutica (02616) increased by nearly 5%, reaching HKD 9.52 with a trading volume of HKD 78.05 million [1] - Singapore's Government Investment Corporation (GIC Private Limited) increased its stake in Basilea by acquiring 80.4 million shares at an average price of HKD 7.9, totaling approximately HKD 635 million, raising its ownership from 0.00% to 5.49% [1] - Basilea reported a mid-year revenue of RMB 49.45 million, a year-on-year decrease of 80.54%, while R&D expenses rose by 58.75% to RMB 105 million, resulting in a loss of RMB 270 million [1] Group 2 - The company is preparing for negotiations regarding the National Medical Insurance Drug List, adjusting the price of its drug, Pralsetinib [1] - If Pralsetinib is included in the National Medical Insurance List, the expected sales growth from 2026 onwards is anticipated to offset the short-term negative impact on revenue [1] - In the first half of 2025, the company did not enter into any significant external licensing agreements, but it signed a major external licensing agreement with Gentili in July 2025, expecting to receive licensing fee income in the second half of 2025 [1]
基石药业-B再涨近5% 公司获GIC增持超6亿港元股份 普拉替尼纳入医保后有望加速放量