Core Viewpoint - The recent surge in the stock price of药捷安康-B (02617.HK) reflects the current frenzy in the Hong Kong innovative drug sector, with a remarkable increase of 1363.88% since its listing on June 23, 2023, making it the only "tenfold stock" in the sector this year [1][2]. Group 1: Stock Performance - On September 12, 2023,药捷安康-B experienced a peak increase of over 130% and a daily rise of 77.09%, reaching a total market capitalization of 764 billion HKD, ranking 12th in the Hong Kong innovative drug sector [1][2]. - From September 10 to September 12, the stock price rose by 172.86%, and the market value increased by approximately 480 billion HKD, with the total market capitalization briefly touching 1 trillion HKD [4][11]. Group 2: Clinical Development - The stock price surge was triggered by the announcement on September 10 that the core product,替恩戈替尼, received clinical implied permission for a Phase II trial targeting hormone receptor-positive, HER2-negative metastatic breast cancer [4][6]. -替恩戈替尼 is a multi-target kinase inhibitor (MTK) that has shown pharmacological synergy in preclinical trials against endocrine-resistant breast cancer cells, although no clinical data has been publicly disclosed yet [6][7]. Group 3: Market Dynamics - The stock's rise is also attributed to its inclusion in the Hong Kong Stock Connect program, which allows mainland investors to participate directly, enhancing market activity [8][9]. - The limited float of shares, with only 15.28 million shares available for trading out of a total of 397 million shares, contributed to the stock's volatility and high trading amplitude of 131.09% with a turnover rate of only 4.74% [11].
一则公告，拉动480亿港元市值！公司股价3个月涨幅达1363.88%，业内人士：太夸张了