Core Viewpoint - The stock of 加科思-B (01167) has risen over 5%, currently trading at 6.98 HKD, with a transaction volume of 10.73 million HKD, following the approval of its self-developed KRAS G12C inhibitor, Golecitinib, for commercialization in China through a partnership with艾力斯 [1] Group 1: Company Developments - 加科思-B has entered into a licensing agreement with 艾力斯 for the commercialization of Golecitinib in China, while multiple registration clinical trials are ongoing to maximize the clinical and market value of its assets [1] - The company is focusing on innovative breakthroughs in difficult drug targets, maintaining controllable operating expenses while advancing its research and development projects, particularly in the KRAS field with a multi-dimensional layout including KRAS G12C, KRAS G12D, and Pan KRAS [1] - 加科思-B has established a strong patent portfolio to ensure a first-mover advantage in the market while focusing on innovation [1] Group 2: Industry Insights - The KRAS gene plays a crucial role in cell growth, differentiation, and proliferation, being a major gene for mutations in cancer [1] - In addition to the already marketed Golecitinib, 加科思-B is developing the pan-KRAS inhibitor JAB-23E73 and KRAS G12D to address different KRAS mutation subtypes and overcome resistance issues [1] - The pan-KRAS inhibitor JAB-23E73 is expected to disclose Phase 1 climbing data in the first half of 2026, while the innovative targeted EGFR KRAS G12D tADC (JAB-BX600) is anticipated to submit an IND application in 2026, potentially creating further competitive barriers through its patent portfolio [1]
加科思-B涨超5% 泛KRAS抑制剂JAB-23E73有望于明年上半年披露1期爬坡数据