HK stocks surge: Afternoon surge of nearly 5% in Cansino Biologics (02162); Simcere seeks injection of anti-PD-1 monoclonal antibody drug listing approval, application accepted by the National Medical Products Administration.
Kanoya-B (02162) rose nearly 5% in the afternoon. At the time of publication, it rose 4.46%, to HKD 35.15, with a turnover of HKD 16,130.3 million.
Keymed Biosciences' Rhinosinusitis Drug Gets NDA Application Acceptance From NMPA
Keymed Biosciences (HKG:2162) said its new drug application, Stapokibart injection, for the treatment of chronic rhinosinusitis with nasal polyps, has recently been accepted by China's National Medic
The pharmaceutical, suphikubaidankang injection, used for treating chronic sinusitis and nasal polyps, has obtained market approval application acceptance from the National Medical Products Administration for Conoia-B (02162.HK).
On June 7th, Gelunhui announced that the application for market approval of Simcyprian Monoclonal Antibody Injection, which treats chronic sinusitis with nasal polyps, has been accepted by the National Medical Products Administration ('NMPA') and is included in the priority review and approval process. This application is based on a multicenter, randomized, double-blind, placebo-controlled Phase III clinical study, which is mainly used to confirm the efficacy and safety of Simcyprian Monoclonal Antibody Injection in the treatment of chronic sinusitis with nasal polyps. The results of the study showed that the data from this Phase III clinical trial was positive, and the joint primary endpoints were achieved.
Express News | KeyMed Biosciences -New Drug Application of Stapokibart Injection for- Treatment of Chronic Rhinosinusitis With Nasal Polyps- Accepted by Nmpa
[Brokerage Focus] Bocom Intl expects current high cost performance in medical sector, but industry sentiment has not fully recovered.
Jingu Finance Xintong | Bank of Communications International released the outlook for the pharmaceutical industry in the second half of 2024. They think that the pharmaceutical sector currently has high cost-effectiveness, but institutional positions have fallen to a low level and industry sentiment has not fully recovered. The bank recommends laying out three main themes in 2H24: 1) The Davis double-click opportunity of valuation bottoming out and performance rebounding; 2) Innovation is the theme of the industry's long-term development, taking into account the potential for product export; 3) Defensive opportunities with stable performance and high shareholder returns. The bank's preference ranking for segmented sectors is as follows: prescription drugs = innovative drugs > high dividend traditional Chinese medicine/circulation > private hospitals > CXO. Specifically, prescription drugs - performance growth rebound + valuation.
Hong Kong stock market anomaly | Connoah-B (02162) is currently up more than 4%. Institutions stated that the updated data of CM31052 and CMG901 are in line with expectations.
Zhì tōng cái jīng APP learned that Kang Nuo Ya-B (02162) is currently up more than 4%, and as of press time, it has increased by 4.42%, to HK$35.4, with a turnover of HK$21.5812 million. On the news front, recently, Kang Nuo Ya announced the long-term observation data of two core products: 1) Certolizumab pegol for the treatment of moderate-to-severe AD in adults reached 92.5/67.2% in 52 weeks of data for EASI-75 and IGA0/1 respectively; 2) PFS/OS of CMG901 for 2L+GC was 4.8/11.8 months, and ORR was 48% at 2.2mg/kg. In its research report, Pu Yin Guo Ji pointed out that Kang Nuo…
GTJA: Connoa-B (02162) CM310 is expected to be approved by the end of the year, and the rating remains as "shareholding".
GTJA's revenue forecast for Kangnoah-B (02162) from 2024 to 2026 remains at 156/526/1441 million yuan.
Brokerage focuses: Pu Yin International reaffirms the "buy" rating of Kang Noah (02162) and points out that both CM31052 and CMG901 update data are in line with expectations.
Jingu financial news | Pu Yin International released a research report, saying that the 52-week data of CM310 for moderate to severe atopic dermatitis and the updated phase 1b gastric cancer data of CMG901 disclosed by Kangnuoya (02162) recently are consistent with the historical data trend and meet expectations, maintaining a stable and good situation. The bank stated that the efficacy data of CM310 (IL-4Rα) for 52 weeks of atopic dermatitis is still maintaining a better trend than Dupixent, which is in line with expectations; and the drug resistance of 52-week medication patients seems to be lower than that of Dupixent, which is surprising. CMG901 (CLDN18.2ADC) 2L+ gastric cancer indications.
Keymed Biosciences Presents Results of Phase 3 Trial for Dermatitis Injection
Keymed Biosciences (HKG:2162) presented results of its phase 3 clinical trial for its stapokibart injection for moderate to severe atopic dermatitis at the European Academy of Allergy and Clinical Imm
Keymed Presents Results of Phase 1 Study on Gastric/Gastroesophageal Cancer Drug; Shares Fall 3%
Keymed Biosciences (HKG:2162) presented results of its phase 1 clinical study for its CMG901 treatment for advanced gastric/gastroesophageal junction cancer at the meeting of the American Society of C
Conoah releases 52-week data from a phase III study on treatment of severe atopic dermatitis with septicibizumab
EASI-75 reached 92.5%, and the response rate for the 52nd week of treatment was 92.5% and 88.7% in the placebo-transferred spochibimab group; the EASI-90 response rate was 77.1% and 65.6%, respectively; the IGA score of 0 or 1 point and the response rate of at least 2 points lower than the baseline was 67.3% and 64.2%, respectively; the weekly average daily PP-NRS score was 67.7%, respectively. and 60.5%; daily on day 1 of treatment PP-NRS score comparison
Express News | KeyMed Biosciences Announces Long-Term Efficacy and Safety Data From a Phase III Clinical Trial of Stapokibart for the Treatment of Moderate-to-Severe Atopic Dermatitis
Keymed Biosciences Announces Long-term Efficacy and Safety Data From a Phase III Clinical Trial of Stapokibart for the Treatment of Moderate-to-severe Atopic Dermatitis
Keymed Biosciences Inc. (HKEX: 02162) today announced the long-term efficacy and safety data of a Phase III clinical trial of stapokibart injection in patients with moderate-to-severe atopic dermatitis (AD) has been released by way of oral presentation at the European Academy of Allergy and Clinical Immunology (EAACI) Congress 2024.
Conoa-B (02162.HK): Long-term efficacy and safety data from the phase III clinical trial of spuchibimab injection were released at the 2024 European Society of Allergy and Clinical Immunology (EAACI) Annual Meeting
On June 3 | Conoa-B (02162.HK) issued an announcement. Long-term efficacy and safety data of the phase III clinical trial (NCT05265923) for treating severe atopic dermatitis (AD) with spiquimab injections were released in the form of an oral report at the 2024 European Academy of Allergy and Clinical Immunology (EAACI) annual meeting.
Conoa-B (02162.HK): The latest results of the CMG901 (AZD0901) Phase I clinical study data were announced in the form of an oral report at ASCO Annual Meeting 2024
On June 2, Glenoah-B (02162.HK) issued an announcement. The latest data from the Phase I clinical study of its antibody conjugate drug CMG901 (also known as AZD0901) targeting Claudin 18.2 to treat advanced gastric cancer/gastroesophageal junction adenocarcinoma was released in the form of an oral report at the 2024 American Society of Clinical Oncology (ASCO) annual meeting. This report is an update to data previously published at the ASCO General Conference Series in November 2023. The median follow-up period was 10.1 months.
Conoa-B (02162.HK): Spuquipimab injection included in the priority review and approval process for the treatment of chronic sinusitis with nasal polyps
Glonghui, May 23 | Conoa-B (02162.HK) announced that recently, after review by the Drug Evaluation Center (“Drug Evaluation Center”) of the State Drug Administration, it was agreed to include spoximab injections in the priority review process for the treatment of chronic sinusitis with nasal polyps in accordance with the scope of priority review “(1) drugs in short supply, innovative drugs for the prevention and treatment of diseases such as major infectious diseases and rare diseases”. According to reports, spoximab (R&D code CM310) is an efficient, humanized antibody targeting the interleukin 4 receptor alpha subunit (IL-4Rα). It is the first domestically produced and
[Broker Focus] BOC International is optimistic about the recovery trend of overall investment sentiment in the pharmaceutical industry in 2Q/2H
Jinwu Financial News | BOC International said that recently, the US announced an increase in taxes on low-value consumables such as syringes, ranging from 0% to 50%. Considering that the gross margin of low-value consumables is generally low, the bank believes that a drastic tax increase will reduce the competitiveness of some Chinese products exported to the US market. In terms of sector allocation ideas, the bank is optimistic about the recovery trend of overall investment sentiment in the pharmaceutical industry in 2Q/2H, but the segment may continue to diverge. It is recommended to focus on leaders in major fields such as weight loss/NASH, medical equipment updates, pharmaceutical device innovation going overseas (new technology path/platform), reading significant data on innovative drugs, state-owned enterprise reform+high dividends
[Broker Focus] BOC International's first purchase rating for 5 biotech companies indicates that it is firmly optimistic about the sector's potential for heavy snow
Jinwu Financial News | BOC International released an in-depth report on the biotechnology industry. In 2024, the State Council government work report first proposed speeding up the development of the innovative pharmaceutical industry, building new types of productivity such as biomantry, and encouraging entrepreneurship and equity investment. The bank believes that it will continue to introduce supporting policies in the future to promote the development momentum of pharmaceutical innovation. The bank believes that the sector has opportunities for valuation repair within 2024, mainly considering: 1) there has been a large degree of disconnection in the past year, and the bank is optimistic about the chances of Hong Kong stocks recovering compared to US stocks; 2) important overseas events such as overseas licensing/mergers and acquisitions transactions are expected to continue to be implemented in 2024.
[Broker Focus] Huayuan Securities first gave Connoya (02162) “buy” rating indicates active promotion of the innovation pipeline
Jinwu Financial News | Huayuan Securities covered Connoya (02162) for the first time. The company was listed on the main board of the Hong Kong Stock Exchange in 2021, focusing on itself and the field of oncology, and efficiently promoting clinical research on a number of innovative products. The core product IL4Rα monoclonal antibody CM310 is expected to be approved for domestic marketing this year. The differentiated layout of other ongoing research and innovation pipelines is progressing smoothly. According to the bank, CM310 is an IL-4Rα monoclonal antibody independently developed by the company. Its new drug marketing application was accepted by CDE in December 2023 and included in priority review, and may become the first domestically produced IL-4Rα monoclonal antibody. Currently IL-4 worldwide
Stock prices are falling on the eve of commercialization. When will Conoa-B (02162) remove the mountain Sanofi?
On April 25, Sanofi released its 2024 Q1 financial report. Of its total revenue of 10.464 billion euros, Dipriumab, the core product of the free free pipeline, contributed 2,835 billion euros, equivalent to 21.98 billion yuan. According to the annual report previously disclosed by Sanofi, the total global sales volume of the drug reached 11.5 billion US dollars in 2023. This sales volume is clearly out of reach for the domestic IL4R monoclonal circuit Gemini Conoa-B (02162) and Concord Biotech (CNTB.US), which have yet to commercialize their products. But after years of research and development, Connor, one of the twins
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