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Columbia Biotech-B (06990.HK): The clinical trial application for the new drug SKB500 has been approved by the National Medical Products Administration.
Galenghui December 4th | Cellon Pharmaceutical Group-B (06990.HK) announced that the company has received a clinical trial notification for the clinical trial application of the innovative drug SKB500 developed by the company on December 4, 2024, approved by the Drug Evaluation Center of the National Pharmaceutical Regulatory Agency. SKB500 is a novel ADC drug developed by the company using the OptiDC™ platform technology targeting the biological characteristics of the target, with independent intellectual property rights, demonstrating good efficacy and safety window in preclinical studies, intended for the treatment of advanced solid tumors.
Express News | Sichuan Kelun-Biotech Biopharmaceutical - Investigational New Drug Approval for Skb500 by Nmpa
CICC: Maintains 'Outperform' rating on Akeso Bio-B (06990), target price raised to HK$230.
CICC raised the revenue forecast for Kolun Botai Biotech for next year by 11.1% to 1.14 billion yuan.
[Brokerage Focus] CICC Securities: Several heavyweight domestically produced innovative drugs included in medical insurance, fund revenue and expenditure expected to improve.
Jingu Financial News | CMB International released a research report, stating that the MSCI Chinese medical index has cumulatively fallen by 17.6% since the beginning of the year, underperforming the MSCI China index by 30.1%. Benefiting from overseas interest rate cuts and domestic macroeconomic improvements, the medical industry, as a high elasticity sector, is expected to outperform the market. The new version of the medical insurance catalogue has been announced, with multiple heavyweight domestic innovative drugs included. The bank expects the price reduction of renewed varieties to be moderate, reflecting the strong support of the medical insurance fund for innovative drugs. In September and October this year, the balance of basic medical insurance (centralized fund) has significantly improved. As the policy focus shifts to stimulating the economy, the bank believes that the financial status of the medical insurance fund is
Zhaoyuan International: Health insurance continues to support innovation, and the fund's revenue and expenditure are expected to improve.
The updated policies for medical devices are expected to be implemented quickly, promoting the recovery of profits for domestic medical device companies.
Stocks in Focus: Kalon Biotherapeutics-B (06690) rose more than 3% as SKB264 last-line TNBC was approved, with the first product about to enter the commercialization phase.
Kolonbo Life Sciences-B (06690) rose more than 3%, as of the press time, up 2.97%, closing at 190.6 Hong Kong dollars, with a turnover of 16.7062 million Hong Kong dollars.