Core Viewpoint - He Yu-B (02256) experienced a significant increase of over 8% in early trading, reaching a price of 19.4 HKD, with a trading volume of 58.4651 million HKD. The report from China Merchants Securities International highlights the potential of the drug pitmiritinib, developed by He Yu, as the most effective CSF-1R small molecule globally, which is set to launch in both China and the U.S., promising ongoing sales revenue for the company. The firm anticipates that Merck has high expectations for this molecule, projecting peak sales revenue close to 1.5 billion USD globally. Citigroup previously noted that the company's valuation reflects only the value of its two late-stage candidates, pitmiritinib and ipatacitinib, while the market has yet to fully recognize the high licensing potential of its differentiated innovative drugs [1][1][1]. Group 1 - He Yu-B's stock rose by 8.2%, reaching 19.4 HKD with a trading volume of 58.4651 million HKD [1] - The drug pitmiritinib is expected to launch in both China and the U.S., providing continuous sales revenue for the company [1] - Merck has high expectations for pitmiritinib, with projected peak sales revenue nearing 1.5 billion USD globally [1] Group 2 - Citigroup indicated that the current valuation of He Yu-B only reflects the value of its two late-stage candidates, pitmiritinib and ipatacitinib [1] - The market has not yet fully recognized the high licensing potential of He Yu-B's differentiated innovative drugs [1]
和誉-B涨超8%创历史新高 匹米替尼即将上市 有望给公司带来持续销售分成