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On January 6, Hong Kong biopharmaceutical stocks expanded, with Zai Lab up 40%, CanSino Biologics up 7%, minimally invasive robots-B up 1.
77%, and Remegen Biologics-B up 0.
42%.
Hong Kong stock Zai Lab opened nearly 15% higher in early trading and closed up nearly 42%.
Zai Lab and Novocure announced that the pivotal LUNAR study for non-small cell lung cancer met its primary endpoint, demonstrating statistically significant and clinically significant improvements
in overall survival compared to standard therapy alone.
In addition, the agency pointed out that a new round of national medical insurance negotiations is about to start, and large varieties may enter the volume period
in 2023.
This time, two products, Qingle and Nuzaile, under Zai Lab, participated in the negotiations
.
The institution believes that if it successfully enters the medical insurance catalog, the two products are expected to be further increased in
2023.
It is expected that from 2022 to 2024, the company's revenue will be 1.
370 billion yuan, 1.
922 billion yuan and 3.
124 billion yuan
, respectively.
CanSino Biotech was significantly stronger at the beginning of the market, rising about 7%.
It is reported that on the evening of January 5, CanSino Biologics disclosed that its mRNA vaccine CS-2034 has achieved positive stage data
in a clinical study evaluating sequential enhancement safety and immunogenicity.
CanSino said that up to now, CS-2034 is still in the clinical phase IIb stage, and the current progress is in line with expectations, and the next stage of research and development will be planned
in the future according to the epidemic situation, national immunization strategy, review mechanism, etc.
, and based on the positive clinical data obtained.
On January 5, UBS released a research report that gave MicroPort-B a "buy" rating, and the approval of MedBot's second-generation pulse-penetrating robot and the launch of new products will be the company's main catalyst this year, forecasting a revenue compound annual growth rate of 907% from 2022 to 2024, with a target price of HK$
43 。 According to the report, as a surgical robot company, MicroPort Robotics has three commercial products in China, the United States and the European Union, with comprehensive product line coverage, rich sales and R&D team, and has advantages over its mainland counterparts, and it is expected that under the domestic substitution policy, MicroPort Robot can challenge the position of
multinational enterprises in the Chinese market 。 It is understood that minimally invasive robot companies have always attached great importance to technological innovation, and have continuously increased the research and development of cutting-edge technologies, especially in 5G remote technology, hoping to improve the ability of medical institutions in remote areas to carry out complex surgeries through 5G technology and help solve the problem of
inconvenience for people to seek medical treatment in different places.
At present, the company has more than ten products in the stage of rapid advancement of industrialization projects
.
For the rise of Remegen, on the news, on the evening of January 3, Remegen announced that the State Food and Drug Administration has approved the new drug clinical research application
for intravenous injection of vedicitumab (trade name: Edishi) combined with gemcitabine hydrochloride hydrochloride (trade name: Zephi R) bladder infusion therapy that has not previously received BCG bladder infusion therapy or BCG therapy has not responded to high-risk non-muscle-invasive bladder cancer 。 According to the announcement, this study is a single-arm, open, single-center phase II clinical study to evaluate the efficacy and safety
of intravenous vedicitumab for injection combined with gemcitabine hydrochloride bladder infusion therapy for patients who have not previously received bacillus calmette guerin (BCG) bladder infusion therapy or BCG therapy for the treatment of high-risk non-muscle-invasive bladder cancer (NMIBC).
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.