Core Viewpoint - The announcement by Gakos-B (01167.HK) regarding a capital increase and equity transfer transaction highlights a strategic shift towards focusing on its core oncology business while divesting non-core assets, specifically a cardiovascular treatment project [2][3]. Group 1: Transaction Details - Gakos-B has entered into a transaction where Haisheng Capital will acquire 80% of the equity in Gakos-Rikang, a wholly-owned subsidiary of Gakos-B, for a total consideration of 200 million yuan, which will be used to support the development, production, and commercialization of its core oncology pipeline [2][4]. - The payment structure includes an initial payment of 125 million yuan and a milestone payment of 75 million yuan [2]. Group 2: Strategic Focus - Following the divestment, Gakos-B aims to concentrate its resources on the oncology sector, which is deemed more suitable for the company's current development stage [3][4]. - The company retains a 10% stake in Gakos-Rikang, allowing it to benefit from potential future gains [2]. Group 3: Investment and Development Plans - Haisheng Capital, a diversified investment firm with over 25 billion yuan under management, sees significant potential in the Chinese innovative drug sector and plans to leverage clinical advantages in China to expedite the development of the cardiovascular pipeline [4][5]. - Gakos-B's 200 million yuan from the equity transfer is expected to cover a substantial portion of its research and development expenses for the next six months, with a focus on the Pan-KRAS inhibitor and other innovative oncology projects [5][9]. Group 4: Research and Development Focus - The Pan-KRAS inhibitor is a priority for Gakos-B, which aims to develop a leading global product in this area, as KRAS mutations are linked to a significant percentage of cancer cases [6][8]. - Gakos-B is currently conducting I/IIa phase clinical trials for its Pan-KRAS inhibitor in both China and the United States, with results expected in mid-2026 [9].