Group 1 - Federal Pharmaceutical (03933) saw a stock increase of over 4%, currently trading at 16.96 HKD with a transaction volume of 96.8 million HKD [1] - According to a report by Jefferies, Federal Pharmaceutical's revenue is expected to grow by 5% year-on-year in the first half of 2025, while net profit is projected to increase by 27%. However, excluding business development income, there is a 50% decline [1] - Sales of intermediates and active pharmaceutical ingredients decreased by 23% and 27% year-on-year, respectively, primarily due to falling product prices [1] Group 2 - The company's GLP-1/GIP/GCG tri-target receptor agonist UBT251 completed patient recruitment for obesity phase II trials in April and diabetes trials in May, with ongoing recruitment for phase II trials related to metabolic-associated fatty liver disease and chronic kidney disease [1] - Management indicated that a new innovative drug UBT48128 is targeted for clinical trial application submission in the first half of 2026 [1] - New production capacity for high-barrier active pharmaceutical ingredients and Inner Mongolia's active pharmaceutical ingredients is set to commence in October this year [1]
港股异动 | 联邦制药(03933)涨超4% 上半年高栏原料药新产能及内蒙古原料药产能将于10月投产