Core Viewpoint - The stock of Lai Kai Pharmaceutical-B (02105) has surged over 15%, with a cumulative increase of over 40% in November, driven by a significant licensing deal for its breast cancer candidate drug LAE002 [1] Group 1: Stock Performance - As of the report, Lai Kai Pharmaceutical's stock rose by 15.38%, reaching HKD 16.95, with a trading volume of HKD 58.2171 million [1] Group 2: Licensing Agreement - On November 12, Lai Kai Pharmaceutical granted rights for LAE002 (afuresertib) in China to Qilu Pharmaceutical, with a total transaction value of approximately RMB 2.045 billion [1] - The company is entitled to receive a tiered sales commission ranging from 10% to 20% [1] Group 3: Sales Projections - According to brokerage reports, the domestic sales peak for LAE002 is estimated to be around RMB 2 billion [1] - Global sales peak can be referenced from Capivasertib, which has a sales forecast of USD 700-800 million this year, with a peak sales estimate of USD 1-2 billion [1]
来凯医药-B再涨超15% 月内累涨超四成 LAE002近期斩获BD大单