Group 1 - The stock of 加科思-B (01167) increased by over 5%, reaching an 8.61% rise to 11.23 HKD with a trading volume of 117 million HKD [1] - A report from The New York Times indicates that the Trump administration is considering an executive order to limit U.S. pharmaceutical companies from acquiring innovative drugs developed in China, which could disrupt the supply chain [1] - According to Shenwan Hongyuan's research report, the likelihood of this draft being implemented is very low, emphasizing the investment value of China's innovative drug sector supported by "innovation upgrade + profit inflection point + normalization of overseas business development" [1] Group 2 - 加科思 reported a mid-term revenue of 45.664 million RMB, compared to zero revenue in the same period last year [1] - The company recorded a loss attributable to owners of 58.994 million RMB, a year-on-year reduction of 65.1% [1] - The revenue growth is primarily attributed to milestone payments from the Elysium licensing agreement [1]
加科思-B涨超5% 机构强调中国创新药板块投资价值 集团上半年收入4566.4万元人民币