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港股异动 | 基石药业-B(02616)尾盘涨幅扩大逾25% 公司上半年研发支出大增 战略布局拓展至非肿瘤领域
智通财经网· 2025-08-15 08:12
智通财经APP获悉,基石药业-B(02616)尾盘涨幅扩大逾25%,截至发稿,涨24.43%,报9.27港元,成交 额6.12亿港元。 公告称,为筹备国家医保药品目录谈判,公司对普拉替尼进行价格调整。若获纳入国家医保目录,预计 普拉替尼于2026年及以后的销售增长收益将抵消对收入的短期负面影响。此外,据基石药业官微消息, 公司战略布局拓展至非肿瘤领域,首次披露自身免疫与炎症双抗全新分子CS2013(BAFF/APRIL)和 CS2015 (OX40L/TSLP),并计划于2025年下半年启动新药临床试验申请(IND)准备工作。 消息面上,基石药业发布中期业绩,该集团取得收入人民币4945.1万元,同比减少80.54%;研发开支 1.05亿元,同比增加58.75%;期内亏损2.7亿元。截至6月30日,现金与现金等价物及定期存款合计为人 民币6.528亿元。此外,公司于2025年7月完成配售,所得款项净额约为人民币4.2579亿元。 ...
基石药业-B尾盘涨幅扩大逾25% 公司上半年研发支出大增 战略布局拓展至非肿瘤领域
Zhi Tong Cai Jing· 2025-08-15 08:12
Core Viewpoint - The stock of Basilea Pharmaceutica (02616) saw a significant increase of over 25% in late trading, with a current rise of 24.43% to HKD 9.27, and a trading volume of HKD 612 million [1] Financial Performance - The company reported a revenue of RMB 49.451 million, representing a year-on-year decrease of 80.54% [1] - Research and development expenses amounted to RMB 105 million, an increase of 58.75% year-on-year [1] - The net loss for the period was RMB 270 million [1] - As of June 30, the company had cash and cash equivalents plus time deposits totaling RMB 652.8 million [1] Fundraising and Financial Strategy - The company completed a placement in July 2025, raising a net amount of approximately RMB 425.79 million [1] Product and Market Strategy - The company is preparing for negotiations regarding the inclusion of its drug, Pralsetinib, in the national medical insurance drug list, which may lead to a price adjustment [1] - If Pralsetinib is included in the national medical insurance list, the expected sales growth from 2026 onwards is anticipated to offset the short-term negative impact on revenue [1] - The company is expanding its strategic focus into non-oncology areas, revealing new dual antibodies for autoimmune and inflammatory diseases, CS2013 (BAFF/APRIL) and CS2015 (OX40L/TSLP), with plans to initiate new drug clinical trial application preparations in the second half of 2025 [1]