9月16日，妖股药捷安康（2617.HK）盘中一度上涨63.73%，并创出了679.5港元/股的历史新高，市值逼近2700亿港元。当日下午，该股突然跳水，截至收 盘，药捷安康股价下跌53.73%，报192港元/股，最新市值762亿港元，蒸发近2000亿港元。 药捷安康于今年6月23日才刚刚登陆港股，发行价为13.15港元/股，按今天触碰的最高价计算，不到三个月的时间，该股就收获了50倍的涨幅。 9月8日，药捷安康调入港股通标的名单，这也意味着南向资金可以通过港股通渠道买入该股，药捷安康遂开启了一轮暴涨行情。自9月8日至今的7个交易 日，该股的涨幅就超过200%。 药捷安康成色几何 也正是这则消息，在药捷安康纳入港股通名单后，再度刺激了其股价大涨。 对于替恩戈替尼的实际价值，业内也有不同看法。从适应证来看，替恩戈替尼分别有不同的竞品。比如，胆管癌领域有比较多的FGFR抑制剂已经获批上 市；肝细胞癌、肾细胞癌方面，抗血管生成多靶点抑制剂有索拉非尼和仑伐替尼；乳腺癌方面也有比较多其他机制的竞品，其中包括CDK4/6这样的一线 治疗标准方案。 从全球市场来看，创新药龙头多数都是基于大分子药物，相比之下，小分子药物的潜 ...

Core Viewpoint - The stock price of药捷安康-B (02617.HK) experienced extreme volatility today, with a peak increase of over 60% in the morning, followed by a sharp decline of more than 60% in the afternoon, leading to significant market capitalization loss. Group 1: Stock Performance - In the morning, the stock price reached a high of 679.5 HKD per share, with market capitalization nearing 270 billion HKD [1][2] - By the afternoon, the stock price plummeted to a low of 165 HKD per share, resulting in a drop of 60.24% [2] - The closing price was reported at 192 HKD per share, reflecting a decrease of 53.73% and a market capitalization of 76.2 billion HKD [2] Group 2: Company Announcements - The company issued a statement acknowledging the unusual stock price and trading volume fluctuations, stating that it was unaware of any reasons for these changes [4] - The board confirmed that there were no significant changes in the company's business operations or financial status [4] Group 3: Historical Context -药捷安康 was listed on the Hong Kong Stock Exchange on June 23, with an initial price of 13.15 HKD per share, and has seen its stock price increase significantly since then [5] - The stock price surged nearly 500% from September 10 to September 15, with a peak price of 679.5 HKD representing a 5067% increase from the initial listing price [6] Group 4: Financial Performance - The company remains in a loss position, with a pre-tax loss of 123 million HKD for the first half of the year, an improvement from a loss of 160 million HKD in the same period last year [6] - Other income and revenue decreased by 65.1%, from 10.4 million HKD to 3.6 million HKD, primarily due to reduced bank interest and government subsidies [6] - Research and development costs decreased by 30.9% to 98.43 million HKD, attributed to lower clinical trial expenses for the TT-00420 project [6]

Core Viewpoint - The stock of Hong Kong innovative pharmaceutical company, Yaojie Ankang, experienced significant volatility, soaring over 50% before plummeting to a closing price of 192 HKD after a series of announcements regarding its clinical trials and product developments [1][5]. Group 1: Stock Performance - Since September, Yaojie Ankang's stock price surged from around 60 HKD to over 600 HKD, drawing considerable market attention [2]. - The stock saw a notable increase following a September 4 announcement regarding the initiation of a clinical trial for its core product, Tinengotinib, which is aimed at treating advanced liver cancer [2]. - Following the announcement, the stock price rose by 5.43% on September 5, reaching 63.1 HKD, and continued to climb, hitting 90 HKD with a 27.57% increase on September 10 [2][3]. Group 2: Clinical Developments - Yaojie Ankang's core product, Tinengotinib, is a unique MTK inhibitor currently in the registration clinical stage, targeting several difficult-to-treat solid tumors [2]. - On September 10, the company announced the approval of a Phase II clinical trial for Tinengotinib in combination with Fulvestrant for treating HR+/HER2- breast cancer, which is expected to provide new treatment options for patients [3]. Group 3: Financial Performance - Despite the stock price surge, Yaojie Ankang reported zero revenue, with significant operating losses of 343 million RMB and 275 million RMB expected for 2023 and 2024, respectively, due to high R&D and management costs [4]. - As of mid-2023, the company had not generated any revenue, with a loss of 123 million RMB reported for the first half of the year [4].

Core Viewpoint - The stock price of药捷安康-B (02617.HK) experienced extreme volatility today, with an initial surge of over 60% followed by a sharp decline, highlighting the unpredictable nature of the market and investor sentiment [1][2][4]. Group 1: Stock Price Movement - In the morning, the stock price peaked at 679.5 HKD per share, bringing the market capitalization close to 270 billion HKD [1][2]. - After an announcement regarding unusual trading activity, the stock price plummeted to a low of 165 HKD per share, resulting in a decline of over 60% [2][4]. - By the end of the trading day, the stock closed at 192 HKD per share, reflecting a decrease of 53.73% and a market capitalization of 76.2 billion HKD [2]. Group 2: Company Announcements - The company issued a statement confirming that it was unaware of the reasons behind the stock price and trading volume fluctuations, asserting that its business operations and financial status remained stable [4]. - The board of directors indicated that there were no significant changes in the company's operations or financial conditions that warranted disclosure [4]. Group 3: Recent Performance and Developments -药捷安康's stock has seen a dramatic increase since its listing on June 23, with a rise of over 500% from September 10 to September 15 [6]. - The company’s core product, Tinengotinib, received clinical trial approval for treating specific types of breast cancer, contributing to the stock's previous surge [5][6]. - Despite the stock's volatility, the company remains in a loss-making position, with a reported pre-tax loss of 123 million HKD for the first half of the year, an improvement from the previous year's loss of 160 million HKD [7].

Core Viewpoint - The stock price of药捷安康-B (02617.HK) experienced significant volatility, dropping 45% after previously surging 63% to a peak of 679.5 HKD per share [1][3]. Company Overview -药捷安康 is a clinical-stage biopharmaceutical company focused on developing innovative small molecule therapies for oncology, inflammation, and cardiovascular metabolic diseases [3]. - The company has no commercialized products and reported zero revenue with a loss of 123 million HKD in the first half of the year [3]. Stock Performance - The stock price increased dramatically, with a cumulative rise of over 30 times since its IPO price of 13.15 HKD, reaching a market capitalization exceeding 120 billion HKD [3]. - The stock was recently included in the Hong Kong Stock Connect program, allowing southbound funds to invest in it [3]. Clinical Developments - On September 10, the company announced that its core product, Tinengotinib (TT-00420), received clinical approval from the National Medical Products Administration of China for a Phase II trial in treating HR+/HER2- metastatic breast cancer [3][4]. - Early clinical results indicated promising effects of Tinengotinib as a monotherapy in patients with HR+/HER2- breast cancer who have undergone multiple treatments [4]. Competitive Landscape - There are currently no other products in development with the same mechanism as Tinengotinib, although there are various competitors in related cancer treatment areas [7]. - The market for small molecule drugs is competitive, with larger biologics generally having greater potential [7]. Shareholding Structure - The founder, Wu Yongqian, holds a 32.98% stake in the company, contributing to a limited market float with only 15.281 million shares available for trading out of a total of 397 million shares [7]. - The stock exhibited a trading volatility of 131.09% with a low turnover rate of 4.74% as of September 12 [7]. Company History -药捷安康 has faced challenges in its journey to listing, having attempted to go public on three occasions in 2021, 2022, and 2024 [8]. - The company has a pipeline of six clinical-stage candidates and one preclinical candidate [8].

9月16日下午，药捷安康-B（02617.HK）股价突然大跳水，截至发稿，股价大跌45%，每股报228港元，该股今日曾大涨 63%，最高每股报679.5港元。 值得注意的是，上周五药捷安康-B暴涨77%，周一（9月15日）药捷安康-B再次大涨115.58%。截至周一，药捷安康发行价 仅为13.15港元，上市不到3个月，药捷安康累计涨超30倍，市值突破1200亿港元。 药捷安康是一家以临床需求为导向、处于注册临床阶段的生物制药公司，专注于发现及开发肿瘤、炎症及心脏代谢疾病小 分子创新疗法。药捷安康目前还没有商业化产品，今年上半年，公司的营业收入为0，亏损1.23亿元。 就在上周一（9月8日），该公司刚刚调入港股通标的名单，这也意味着南向资金可以通过港股通渠道买入该股。 9月10日，药捷安康公告，其核心产品替恩戈替尼（Tinengotinib，TT-00420）联合氟维司群治疗经治失败的激素受体阳性 （HR+）且人表皮生长因子受体2阴性或低表达（HER2-）的复发或转移性乳腺癌Ⅱ期临床试验，已于9月10日获得了中国 国家药品监督管理局的临床默示许可。 公告还称，替恩戈替尼早期临床研究结果表明，替恩戈替尼单药在经历 ...

每经编辑｜何小桃 9月16日下午，药捷安康-B（02617.HK）股价突然大跳水，截至发稿，股价大跌45%，每股报228港元，该股今日曾大涨63%，最高每股报679.5港元。 值得注意的是，上周五药捷安康-B暴涨77%，周一（9月15日）药捷安康-B再次大涨115.58%。截至周一，药捷安康发行价仅为13.15港元，上市不到3个 月，药捷安康累计涨超30倍，市值突破1200亿港元。 药捷安康是一家以临床需求为导向、处于注册临床阶段的生物制药公司，专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子创新疗法。药捷安康目前还 没有商业化产品，今年上半年，公司的营业收入为0，亏损1.23亿元。 就在上周一（9月8日），该公司刚刚调入港股通标的名单，这也意味着南向资金可以通过港股通渠道买入该股。 9月10日，药捷安康公告，其核心产品替恩戈替尼（Tinengotinib，TT-00420）联合氟维司群治疗经治失败的激素受体阳性（HR+）且人表皮生长因子受体 2阴性或低表达（HER2-）的复发或转移性乳腺癌Ⅱ期临床试验，已于9月10日获得了中国国家药品监督管理局的临床默示许可。 公告还称，替恩戈替尼早期临床研究结果表明，替恩戈 ...

生物制药公司药捷安康-B(2617.HK)今日股价再度飙升，盘中一度涨63%报679.5港元，5连升(5日累涨 863%)，再创上市新高，市值逼近2700亿港元。自6月23日上市至今，不到3个月时间，药捷安康股价(较 IPO价格13.15港元)已飙升50倍。 药捷安康9月10日公布，公司核心产品替恩戈替尼(TT-00420)联合氟维司群治疗HR+/HER2-复发或转移 性乳腺癌的II期临床试验，于2025年9月10日获中国国家药监局默示许可。试验为开放标签、多中心研 究，旨在评估联合疗法的安全性、疗效及药代动力学。 药捷安康是一家以临床需求为导向、处于注册临床阶段的生物制药公司，专注于发现及开发肿瘤、炎症 及心脏代谢疾病小分子创新疗法。药捷安康目前还没有商业化产品，今年上半年，公司的营业收入为 0，亏损1.23亿元。 ...

消息面上，消息面上，上交所、深交所近日发布公告，药捷安康被调入港股通标的名单，自9月8日起生 效。数据显示，入通后北水资金连续加仓药捷安康，9月12日、9月15日，北水资金分别加仓药捷安康 1.8亿、1.42亿港元。 公开资料显示，药捷安康专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子创新疗法。截至2025年6 月30日，该公司主要管线包括六款临床阶段候选产品及多款临床前阶段候选产品。值得注意的是，药捷 安康此前发布中期业绩，上半年集团未取得主营业务收入，其他收入及收益由2024年上半年的1040万元 下降至360万元，降幅达65.1%。此外，公司核心产品替恩戈替尼(TT-00420)近期迎来多重利好。 药捷安康-B(02617)早盘再涨超60%，高见679.5港元，入通以来累计涨幅已接近10倍。截至发稿，涨 50.6%，报625.5港元，成交额11.77亿港元，总市值一度突破2500亿港元。 ...

公开资料显示，药捷安康专注于发现及开发肿瘤、炎症及心脏代谢疾病小分子创新疗法。截至2025年6 月30日，该公司主要管线包括六款临床阶段候选产品及多款临床前阶段候选产品。值得注意的是，药捷 安康此前发布中期业绩，上半年集团未取得主营业务收入，其他收入及收益由2024年上半年的1040万元 下降至360万元，降幅达65.1%。此外，公司核心产品替恩戈替尼(TT-00420)近期迎来多重利好。 消息面上，消息面上，上交所、深交所近日发布公告，药捷安康被调入港股通标的名单，自9月8日起生 效。数据显示，入通后北水资金连续加仓药捷安康，9月12日、9月15日，北水资金分别加仓药捷安康 1.8亿、1.42亿港元。 智通财经APP获悉，药捷安康-B(02617)早盘再涨超60%，高见679.5港元，入通以来累计涨幅已接近10 倍。截至发稿，涨50.6%，报625.5港元，成交额11.77亿港元，总市值一度突破2500亿港元。 ...