Zhitong Finance App learned that innovative drug concept stocks continued to rise. As of press release, Cansino Biotech (06185) rose 12.75% to HK$40.14; Goli Pharmaceutical-B (01672) rose 9.39% to HK$8.915; China Biopharmaceuticals (01177) rose 4.77% to HK$5.815; and Kangfang Biotech (09926) rose 3.87% to HK$110.1.
According to the news, recently, Hengrui Pharmaceutical licensed the GLP-1/GIP dual receptor agonist HRS-1596 to Novo Nordisk, with a potential total transaction amount of up to 2.6 billion US dollars; AstraZeneca will invest 2 billion US dollars in strategic equity investment in Health Biotech's overseas partner Summit; China Biopharmaceuticals and STADA reached a strategic biosimilar cooperation with STADA, granting STADA the exclusive commercialization rights for the Pembrolizumab biosimilar TQB3570 in the European Union, Switzerland, the United Kingdom and the CIS markets. Bank of America Securities released a research report saying that China's three recent pharmaceutical/biotech collaborations have strengthened sector momentum
Bohai Securities said that AI pharmaceuticals have recently been heavily catalyzed, and the industry's focus is gradually shifting from model capability to wet test verification efficiency. It is recommended to focus on investment opportunities in segmented tracks such as gene synthesis, protein expression, reagent consumables, animal models, and clinical trials related to AI pharmaceuticals. Meanwhile, the 2026 ESMO annual conference is about to be held. Excellent clinical data is expected to be read, leading to intensive sector catalysis. It is recommended to focus on investment opportunities in innovative drugs, CXO, and the upstream life science industry chain.