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基石药业-B早盘涨超5% 公司获GIC增持超6亿港元股份

Core Viewpoint - 基石药业-B's stock price increased by 5.15% following a significant share purchase by GIC Private Limited, despite a substantial decline in revenue and ongoing losses [1] Group 1: Shareholder Activity - GIC Private Limited acquired 80.4 million shares of 基石药业 at an average price of 7.9 HKD per share, totaling approximately 635 million HKD [1] - Following this acquisition, GIC's ownership stake in 基石药业 rose from 0.00% to 5.49% [1] Group 2: Financial Performance - 基石药业 reported a revenue of 49.45 million RMB, representing a year-on-year decrease of 80.54% [1] - The company's R&D expenses increased by 58.75% to 105 million RMB [1] - The net loss for the period was 270 million RMB [1] Group 3: Strategic Outlook - The company is adjusting the pricing of its drug 普拉替尼 in preparation for negotiations regarding the national medical insurance drug list [1] - If included in the national medical insurance list, sales growth from 普拉替尼 is expected to offset short-term negative impacts on revenue starting in 2026 [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]