Core Viewpoint - LaiKai Pharmaceutical-B (02105) has seen a significant stock increase of over 6%, currently trading at 17.27 HKD, with a transaction volume of 32.15 million HKD, following the announcement of a major licensing deal for its breast cancer candidate drug LAE002 (afuresertib) in China [1] Group 1: Licensing Agreement - On November 12, LaiKai Pharmaceutical announced the licensing of its breast cancer candidate drug LAE002 to Qilu Pharmaceutical for a total agreement value of up to 2.045 billion RMB [1] - In addition to the upfront payment, LaiKai Pharmaceutical will receive a tiered revenue share of 10%-20% from sales, providing substantial funding for future research and development [1] - This transaction is noted as one of the larger licensing agreements in the domestic biopharmaceutical sector this year [1] Group 2: Drug Profile and Market Potential - LAE002 is a potent AKT inhibitor, with its global development progress second only to AstraZeneca's Capivasertib in the HR+/HER2- breast cancer indication [1] - Industry expectations suggest that LAE002 could achieve peak sales of 2 billion RMB in the Chinese market, while global performance may be benchmarked against Capivasertib, which is projected to generate sales of 700-800 million USD this year, with peak sales potentially exceeding 1-2 billion USD [1]
港股异动 | 来凯医药-B(02105)涨超6% 业内预计LAE002在中国市场销售峰值有望达到20亿元