The Medical sector has frequently issued Bullish policies, leading to a significant increase in the Hang Seng Yinhua CSI Innovative Drugs Industry ETF, Hang Seng Biotechnology ETF, Hang Seng Medical Index ETF, and Hong Kong Stock Connect Medical ETF.
Innovative Drugs and Medical stocks in Hong Kong surged, with INNOCARE, SIMCERE PHARMA, and ASCENTAGE-B rising over 12%; Lepu Biopharma-B, CMS, CSPC PHARMA, INNOVENT BIO, and Hutchmed (China) increased by more than 7%.
Lepu Biopharma Co., Ltd.'s (HKG:2157) Shares Climb 29% But Its Business Is Yet to Catch Up
Hong Kong stock market fluctuation | The Innovative Drugs Concept shows strong performance. Lepu Biotech-B (02157) rises over 18% and LAEKNA-B (02105) rises over 16%.
The Innovative Drugs Concept has shown strong performance. As of the time of writing, Lepu Biopharma-B (02157) is up 18.13%, trading at 4.3 Hong Kong dollars; LAEKNA-B (02105) is up 16.74%, trading at 10.88 Hong Kong dollars; AKESO (09926) is up 11.6%, trading at 82.75 Hong Kong dollars.
[Brokerage Focus] China Securities Co.,Ltd.: The reform policies in the pharmaceutical sector have entered a normalized stage. Bullish on investment opportunities in the pharmaceutical industry.
Jinwu Financial News | China Securities Co.,Ltd. Research Reports indicate that based on the various industry policies introduced over the past few years, the reform measures of the "three medical dynamics" top-level institutional design have gradually been implemented. The reform policies in the medical field have entered a normalization stage, with the most noteworthy incremental policy in the medical insurance sector being the establishment of a diversified composite medical insurance payment method reform. The medical field is about to undergo reforms in the "deep water zone," such as the compensation system and hierarchical diagnosis and treatment. Overall, it meets expectations. The bank expresses a bullish outlook on investment opportunities in the pharmaceutical industry for 2025, suggesting a focus on new increments (innovation, overseas expansion, marginal changes) and industry consolidation opportunities.
Annual report observation: Lepu Biotech-B (2157.HK)'s commercial advancement and technical breakthrough path.
Since the beginning of 2025, a window for the value reassessment of Innovative Drugs companies has opened under the technical bull market of Hong Kong stocks.
Investors who bought high-level pharmaceutical Funds have hope! More than 80% of products achieved positive returns in the first quarter, and recovering losses is promising.
① A total of 264 medical Funds had positive returns in the first quarter of this year, accounting for over 80%, with many Funds achieving returns exceeding 15% this year. ② The net value of medical Funds established in 2020 and 2021 is currently being repaired, and investors who entered at high levels are expected to break even.
Hong Kong Stock Market Midday Review | The Hang Seng Index fell by 0.89% in the morning session, while the Biomedical sector strengthened against the trend.
Lepu Biopharma-B (02157) rose over 18%, with significant growth in sales of Putili monoclonal antibody injection, and annual revenue increased by more than 63% year-on-year.
Hong Kong stocks movement | Lepu Biopharma-B (02157) is currently up over 24%. The sales revenue of Pudilitinib injection has significantly increased, with annual revenue rising over 63% year-on-year.
Lepu Biotech-B (02157) is currently up over 24%, as of the time of publication, it has risen 22.7%, trading at 4 Hong Kong dollars, with a turnover of 0.12 billion Hong Kong dollars.
Lepu Biotech-B (02157.HK): MRG003 clinical trial data selected for oral presentation at the 2025 ASCO Annual Meeting.
On March 27, Gelonghui reported that Lepu Biopharma-B (02157.HK) announced the results of its key pivotal Phase IIb study for its self-developed candidate drug MRG003 (an epidermal growth factor receptor ("EGFR") targeted antibody-drug conjugate ("ADC") candidate for the treatment of recurrent or metastatic nasopharyngeal carcinoma ("R/M NPC")), which has been selected for the "Major Research Abstract (LBA)" at the 2025 American Society of Clinical Oncology ("ASCO") Annual Meeting, where a verbal report will be presented. According to the disclosure, MRG003 is an EGFR-targeted monoclonal...
Lepu Biotech-B (02157) released its annual performance report with a Shareholder attributable loss of 0.411 billion yuan, an increase of 1761.77% year-on-year.
Lepu Biotech-B (02157) announced its annual performance for the year ending December 31, 2024, during which the group achieved...
Express News | Lepu Biopharma FY Adjusted Net Income RMB -429.3 Million
Express News | Lepu Biopharma FY Revenue RMB 300.3 Million
LEPU BIO-B: ANNUAL RESULTS ANNOUNCEMENTFOR THE YEAR ENDED DECEMBER 31, 2024
[Brokerage Focus] CITIC SEC: PD-L1 ADC drugs have dual efficacy and a potentially huge market size.
Jingu Financial News | CITIC SEC pointed out that PD-L1 ADC drugs have the dual efficacy of immunotherapy and targeted ADC, with a potential market size expected to benchmark against the Global market of over 50 billion USD for immunotherapeutic drugs. The positive rate of PD-L1 in several high-incidence cancer types in the USA exceeds 50%. Pfizer's PD-L1 ADC has already shown excellent efficacy in heavily treated populations with NSCLC and HNSCC, and safety is controllable. Pfizer expects to initiate 2 phase III clinical trials in 25H2, significantly increasing the certainty of R&D in this field. Domestically, HENLIUS (02696) has PD-
Lepu Biotech-B (02157.HK) will hold a Board of Directors meeting on March 27 to approve the annual performance.
On March 17, Gelonghui announced that Lepu Biotech-B (02157.HK) will hold a Board of Directors meeting on March 27, 2025, to approve the full-year performance announcement for the year ending December 31, 2024, as well as to consider the proposal for the final dividend distribution (if any).
LEPU BIO-B: NOTICE OF BOARD MEETING
Lepu Biopharma to Resubmit NDA for Nasopharyngeal Cancer Drug to Chinese Drug Administrator
After supplementing the materials for MRG003, Lepu Biotech-B (02157.HK) reaffirms the NDA and strives to accelerate the上市 process.
On March 4, Gloronghui reported that Lepu Biopharma-B (02157.HK) announced the new drug application (NDA) for its candidate pharmaceutical MRG003, a drug conjugate targeted at the epidermal growth factor receptor (EGFR), for the treatment of recurrent or metastatic nasopharyngeal carcinoma (R/M NPC). As previously disclosed, the company received the Acceptance Notice from the National Medical Products Administration of China (NMPA) in September 2024, indicating that the NDA for MRG003 has been accepted.
Pharmaceutical stocks generally rose, with KCP Pharmaceutical (02171) increasing by 25.29%. Institutions expect that after the first quarter report, the pharmaceutical Sector is likely to see an overall performance reversal in the Industry.
Jinwu Financial News | Pharmaceutical stocks have generally risen, with Keji Pharmaceutical (02171) up 25.29%, INNOCARE (09969) up 14.58%, REMEGEN (09995) up 12.88%, Yiming Anke (01541) up 12.25%, Lepu Biopharma (02157) up 10.67%, YSB (09885) up 6.88%, and Gushengtang (02273) up 6.71%. The Hong Kong stock Pharmaceutical ETF has risen 3.59%, and the Hong Kong Stock Connect Yinhua CSI Innovative Drugs Industry ETF has risen 4.05%. Ping An Securities stated that on January 17, 2025, the National Healthcare Security Administration will hold a '
BOCOM INTL: AI-driven new opportunities in the onshore pharmaceutical Sector, giving the Industry a "leading" rating.
With the expectation of continued rollout of favorable policies regarding fiscal and medical insurance/commercial insurance, and the overall Sector valuation still at historical lows, BOCOM INTL believes there is still significant room for recovery in the Sector.