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Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.
① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.
KEYMED BIO-B (2162.HK): Commercialization is steadily progressing, and there is great potential for pipeline expansion overseas.
Due to factors such as price adjustments of competing products in the health insurance market, the company's stock price has recently experienced significant fluctuations. It is believed that the current fundamentals of the company are stable, the price reduction of competing products has a controllable impact on the sales expectations of Siponimod, and the global value of several early pipelines is significant, maintaining "
Keymed Biosciences' Supplemental NDA for Rhinosinusitis Drug Gets China Nod
KEYMED BIO-B (02162.HK): The National Medical Products Administration has approved the application for the new indication of Dupilumab for the treatment of chronic sinusitis with nasal polyps.
On December 23, Gelonghui reported that KEYMED BIO-B (02162.HK) announced that the National Medical Products Administration of China ("NMPA") recently approved the new indication marketing application ("sNDA") for Supachipab monoclonal antibody (anti-IL-4Rα monoclonal antibody, commodity name: Kangyueda, research code: CM310) for the treatment of chronic sinusitis with nasal polyps. This approval is based on a multicenter, randomized, double-blind, placebo-controlled Phase III clinical study, mainly to confirm the efficacy and safety of Supachipab injection in treating patients with chronic sinusitis and nasal polyps. The study results
Hong Kong stocks movement | KEYMED BIO-B (02162) once dropped over 10%, currently experiencing seven consecutive days of decline. It is reported that the company's competitor's medical insurance renewal price drop exceeded expectations.
KEYMED BIO-B (02162) has fallen more than 10%, with its stock price currently showing a seven-day decline. As of the time of writing, it has dropped 6.38%, priced at 30.8 Hong Kong dollars, with a transaction amount of 95.3227 million Hong Kong dollars.
The upward momentum has been interrupted, with KEYMED BIO-B (02162) experiencing six consecutive declines due to rumors of price cuts by competitors.
Recently, an unconfirmed news about Dupilumab's medical insurance renewal price drop exceeding expectations has spread quietly in the market, and this seems to be the main reason for the recent sharp decline in Cangnuoya's stock price.
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