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突然拉升!这家港股药企盘中暴涨超130%
Zheng Quan Shi Bao·2025-09-12 12:23

Core Viewpoint - The significant surge in the stock price of药捷安康-B is attributed to the major progress of its core product, Tinengotinib, which has received clinical approval for treating specific types of breast cancer [3][4]. Company Summary - 药捷安康 is a biopharmaceutical company focused on discovering and developing innovative small molecule therapies for oncology, inflammation, and cardiovascular metabolic diseases. The company is currently in the clinical development stage and does not have main business revenue [6]. - In the first half of the year, the company reported a pre-tax loss of 123 million yuan, an improvement compared to a loss of 160 million yuan in the same period last year. Total losses for the year are projected to be 275 million yuan, with research and development expenses amounting to 244 million yuan [5][6]. Product Development - The stock price increase is primarily driven by the announcement that Tinengotinib has received clinical approval for a Phase II trial in combination with Fulvestrant for treating hormone receptor-positive, HER2-negative metastatic breast cancer [3]. - Tinengotinib is a potent MTK inhibitor targeting key pathways (FGFR/VEGFR, JAK, and Aurora kinases) and has the potential to address clinical needs for various refractory or resistant solid tumors [4]. Market Potential - The unique characteristics of Tinengotinib, being one of the few MTK inhibitors targeting multiple pathways, contribute to its attractiveness in the capital market. It has received breakthrough therapy designation from the Chinese National Medical Products Administration and fast-track designation from the FDA for cholangiocarcinoma treatment [4]. - The global market for cholangiocarcinoma (CCA) drugs is projected to reach $2 billion by 2024, with a compound annual growth rate (CAGR) of 16.2% from 2019 to 2024, and is expected to grow to $4.6 billion by 2030 [6].