科笛-B早盘涨超14% 战略调整拖累上半年业绩 拟配股筹资加码研发及商业化

Core Viewpoint - The company, 科笛-B (02487), experienced a significant stock price increase of over 14% despite reporting a substantial decline in revenue and an increase in net loss for the first half of the year [1] Financial Performance - Revenue for the first half of the year decreased by 30.6% to approximately 66.3 million HKD [1] - The net loss amounted to approximately 239 million HKD, reflecting a year-on-year increase of about 19.1% [1] Strategic Decisions - The revenue decline was primarily attributed to the company's cautious decision to terminate its agency partnership with the American skincare brand, 欧玛, due to macroeconomic policies and international environmental impacts [1] - Resources are being reallocated towards the commercialization of new products, CU-40102 (topical finasteride spray) and CU-10201 (topical 4% minocycline foam), which are expected to have greater market potential and higher return on investment [1] Fundraising and Allocation - The company plans to issue a total of 28.9 million placement shares at a price of 8.40 HKD per share, representing a discount of approximately 12.04% from the previous closing price of 9.55 HKD [1] - The net proceeds from the placement are expected to be around 240 million HKD, with 45% allocated for preclinical research and development, clinical trials, and production facility layout in areas such as localized fat management, hair diseases, and skin diseases [1] - Another 45% will be used for marketing, channel expansion, and brand building for CU-40102 and CU-10201, while the remaining 10% will be allocated for working capital and general corporate purposes [1]