Group 1 - The core viewpoint of the article highlights the recent stock performance of 基石药业-B (02616), which saw an increase of nearly 5%, closing at 9.52 HKD with a trading volume of 78.05 million HKD [1] - Singapore's Government Investment Corporation (GIC Private Limited) increased its stake in 基石药业 by acquiring 80.4 million shares at an average price of 7.9 HKD per share, totaling approximately 635 million HKD, raising its ownership from 0.00% to 5.49% [1] - 基石药业 reported a significant decline in revenue for the first half of the year, amounting to 49.45 million RMB, a year-on-year decrease of 80.54%, while R&D expenses rose by 58.75% to 105 million RMB, resulting in a loss of 270 million RMB [1] Group 2 - The company announced a price adjustment for its drug 普拉替尼 in preparation for negotiations regarding the national medical insurance drug list, with expectations that inclusion in the list could lead to sales growth benefits starting in 2026, offsetting short-term revenue impacts [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, anticipating revenue from licensing fees in the second half of 2025 [1]
港股异动｜基石药业-B(02616)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