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港股异动 | 宜明昂科-B(01541)涨超10% 临床试验取得积极进展 机构维持“买入”评级
智通财经网· 2025-09-05 05:46
Core Viewpoint - Yiming Anke-B (01541) experienced a significant stock increase of over 10%, closing at 14 HKD with a trading volume of 82.2247 million HKD, following the release of its interim results for the six months ending June 30, 2025, which showed a remarkable revenue increase of 49,285.71% year-on-year [1] Financial Performance - The company reported a revenue of 38.027 million RMB for the interim period, marking a substantial increase compared to the previous year [1] - Research and development expenses amounted to 168 million RMB, reflecting a year-on-year increase of 41.05% [1] Strategic Developments - The revenue growth is primarily attributed to recent payments received from a licensing and collaboration agreement with Axion Bio, Inc. [1] - Pacific Securities highlighted that the company has achieved preliminary safety and efficacy data from its Phase II clinical trial of IMM2510 for first-line treatment of NSCLC patients in China, with plans to initiate a Phase III clinical trial [1] Future Outlook - The company is set to launch a Phase I clinical trial for IMM2510 as a monotherapy for recurrent/refractory solid tumors in the United States in the second half of 2025 [1] - Projected revenues for the company from 2025 to 2027 are estimated at 151 million RMB, 139 million RMB, and 675 million RMB respectively, indicating a positive growth trajectory [1] - The valuation of the core pipeline is expected to further increase, with a maintained "buy" rating from analysts [1]