Core Viewpoint - China Tongru (01763) has seen its stock price increase by over 130% this year, with a recent rise of 7.94% to HKD 24.48, driven by significant developments in the nuclear medicine sector [1] Group 1: Company Developments - On November 5, Novartis announced that its radioligand therapy (RLT) drug Pluvicto received approval from the National Medical Products Administration for two indications, which is expected to boost the domestic nuclear medicine industry [1] - China Tongru has launched carbon isotope products, marking a breakthrough in high-end technology in the stable isotope field, making China one of the few countries capable of producing high-abundance 13CO gas and carbon-13 urea raw materials [1] - The company has officially initiated the construction of the second phase of its stable isotope base project, positioning itself as a leader in the complete industrial chain of breath test products [1] Group 2: Industry Insights - The approval of Pluvicto is anticipated to further ignite interest in the domestic nuclear medicine sector, with diagnostic nuclear drugs expected to see increased demand alongside therapeutic drugs [1] - Analysts suggest focusing on companies like China Tongru that are leading in the development of new isotopes and new targets within the nuclear medicine space [1]
港股异动 | 中国同辐(01763)再涨超8% 诺华核药在华获批上市 有望点燃国内核医学行业热度