突然拉升！这家港股药企盘中暴涨超130%

Core Viewpoint - The significant surge in the stock price of药捷安康-B is attributed to the major progress of its core product, Tinengotinib, which has received clinical approval for treating specific types of breast cancer, reflecting the rapid rise of China's innovative drug industry in the global market [4][5]. Group 1: Stock Performance - On September 12, the stock price of药捷安康-B surged over 130% at one point, closing with a 77.09% increase, bringing its market capitalization to 764.03 billion HKD [1]. - Since September 10, the stock has experienced a maximum increase of over 250% in just three trading days [4]. Group 2: Clinical Developments - The stock price increase is primarily driven by the announcement of clinical trial breakthroughs for Tinengotinib, which has received clinical approval for treating hormone receptor-positive, HER2-negative metastatic breast cancer [5]. - Additionally, Tinengotinib is involved in a clinical study for treating advanced liver cancer, with the first patient having been dosed recently [5]. Group 3: Product Uniqueness and Market Potential - Tinengotinib is a unique MTK inhibitor targeting FGFR, VEGFR, JAK, and Aurora pathways, making it effective for various hard-to-treat cancers [6]. - The product has received multiple designations, including breakthrough therapy and orphan drug status from regulatory agencies, highlighting its potential in the market [6]. Group 4: Financial Performance - In the first half of the year, the company reported a pre-tax loss of 123 million CNY, an improvement from a loss of 160 million CNY in the same period last year [8]. - The company's other income decreased by 65.1% to 3.6 million CNY, primarily due to reduced bank interest and government subsidies [8]. Group 5: Market Outlook - The global market for cholangiocarcinoma (CCA) drugs is projected to reach 2 billion USD by 2024, with a compound annual growth rate (CAGR) of 16.2% from 2019 to 2024, indicating strong growth potential for innovative therapies like FGFR inhibitors [8].