Core Viewpoint - Heng Rui Medicine (01276) saw a stock increase of over 5%, reaching HKD 74.95, with a trading volume of HKD 55.6871 million, following the announcement of its antibody-drug conjugate (ADC) SHR-A1904 being included in the National Medical Products Administration's list of breakthrough therapies [1] Group 1: Company Developments - The ADC SHR-A1904 targets Claudin18.2 (CLDN18.2) and is intended for the treatment of locally advanced or metastatic gastric or gastroesophageal junction adenocarcinoma in patients who have previously received at least one line of systemic therapy [1] - The inclusion in the breakthrough therapy program is based on the potential clinical value of the drug for specific indications, which will lead to prioritized review resources and enhanced R&D guidance to accelerate clinical development and market entry [1] Group 2: Industry Context - Gastric cancer is a highly prevalent malignancy in China, with new cases and deaths in 2020 accounting for approximately 44% and 48.6% of global totals, respectively, indicating a significant unmet clinical need [1] - The CLDN18.2 target is highly expressed in various gastrointestinal tumors and is currently a popular target in cancer drug development, with no similar ADC products approved globally [1]