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Hansoh Pharmaceutical's Application for Lung Cancer Drug Accepted in China

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HANSOH PHARMA

Hansoh Pharmaceutical's Application for Lung Cancer Drug Accepted in China

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HANSOH PHARMA announced that the group's independently developed innovative drug, methanesulfonate Dacomitinib tablets in combination with methanesulfonate Amivantamab tablets (Amivantamab?) has had its marketing authorization application accepted by the National Medical Products Administration of China, for the treatment of patients with locally advanced or metastatic non-small cell lung cancer with epidermal growth factor receptor (EGFR) gene mutation positive who have failed treatment with EGFR tyrosine kinase inhibitors and have mesenchymal-epithelial transition factor amplification

AASTOCKS

E Fund CSI Biotechnology Theme ETF

ChinaAMC SSE Health Care ETF Initiating Fund

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

Minsheng Royal CSI Biotechnology Theme ETF

Hwabao WP CSI Pharmaceuticals ETF

ChinaAMC SSE STAR Biology and Medicine ETF

E Fund CSI 300 Health Care ETF

China Universal CNI HK Connect Innovative Drugs Industry ETF

ChinaAMC CSI Biotechnology Theme ETF

Bosera Hang Seng SCHK Innovative Drug Select ETF

Hwabao WP Hang Seng SCHK Innovative Drug Select ETF

China Merchants CSI Biotechnology Theme ETF

E Fund Hang Seng SCHK Innovative Drug ETF

Yinhua CSI Innovative Drugs Industry ETF

Huatai-PB Hang Seng Innovative Drugs Industry ETF(QDII)

Guotai CSI Bio-medicine ETF

HANSOH PHARMA's application for marketing authorization of Dacomitinib Mesylate Tablets has been accepted

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Hong Kong-listed Chinese pharmaceutical companies are poised for profitability due to rising drug sales and lucrative licensing deals. Innovent Biologics expects its first full-year profit of 984 million yuan in 2025, driven by a 45% revenue increase. BeOne reported a net profit of US$286.93 million, fueled by its successful blood cancer drug Brukinsa. Other firms like Jiangsu Hengrui and Hansoh Pharma are also projected to see significant profit growth. The trend of out-licensing early-stage drugs to global firms is strengthening, with investors increasingly interested in China's healthcare sector.

南华早报

BeOne Medicines

INNOVENT BIO

BEONE MEDICINES

Hong Kong-listed Chinese drug firms set to turn corner on rising sales, deals

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UBS released a research report listing investment ratings and target prices for healthcare stocks. Hengrui Pharma is rated as Buy, with the target price raised from RMB 96.9 to RMB 98.3; Hansoh Pharma is rated as Buy, with the target price raised from RMB 48.2 to RMB 51.5; Sino Biopharmaceutical is rated as Buy, with a target price of RMB 12.2; 3SBIO is rated as Buy, with a target price of RMB 41; CSPC Pharma is rated as Neutral, with the target price raised from RMB 10 to RMB 10.9; Simcere Pharma is rated as Buy, with a target price of RMB 16.3; United Lab is rated as Buy, with a target price of RMB 18.9

CSPC Innovation

Dacheng CSI All Share Health Care Equipment and Services ETF

Penghua SSE STAR Biology and Medicine ETF

Guotai SSE STAR Brand Name Drug ETF

Ping An CSI HK Equities Medical and Health Integration ETF

3SBIO

Huaan Hang Seng Biotech ETF

China Universal 800 Health Care ETF

ICBCCS SSE STAR Biology and Medicine ETF

Founder Fubon CSI Medicine and Medical Device Innovation ETF

GF CSI HK Innovative Drugs Industry ETF(QDII)

SIMCERE PHARMA

UNITED LAB

Penghua CSI HK Connect Health Care Composite ETF

Tianhong CNI BIOMEDICINE ETF

CSPC PHARMA

Hengrui Pharma

Ping An CSI Medicine and Medical Device Innovation ETF

China Southern Hang Seng Biotech ETF(QDII)

Bosera Hang Seng Health Care ETF(QDII)

SINO BIOPHARM

ChinaAMC Hang Seng Biotechnology Technology ETF(QDII)

UBS Investment Ratings and Target Prices for Healthcare Stocks (Table)

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KNOWLEDGE ATLAS(02513) rose 12.14%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 440.4%. GIGADEVICE(03986) rose 11.91%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 166.8%. CTG DUTY-FREE(01880) fell 10.51%, with a trading turnover 837.2 Million HKD, and a year-to-date rose 4.2%. SANHUA(02050) fell 6.62%, with a trading turnover 947.8 Million HKD, and a year-to-date fell 6.6%.

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Hansoh Pharmaceutical Group Company Limited announced that Aumolertinib Mesylate Tablets, known as Ameile in China, received approval in the European Union as a monotherapy for treating advanced non-small cell lung cancer (NSCLC). This includes first-line treatment for adult patients with specific EGFR mutations and treatment for those with EGFR T790M mutation-positive NSCLC. The approval follows a positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use.

Hansoh Pharmaceutical Group Company Limited Announces Approval in the European Union as Monotherapy

Hansoh Wins EU Approval for Key Lung Cancer Drug Aumolertinib

Tip Ranks

Hansoh Wins EU Approval for Key Lung Cancer Drug Aumolertinib

Nomura Adjusts Hansoh Pharmaceutical Group's Price Target to HK$37.87 From HK$35.50, Keeps at Neutral

Nomura Adjusts Hansoh Pharmaceutical Group's Price Target to HK$37.87 From HK$35.50, Keeps at Neutral

Nomura has raised the target price for HANSOH PHARMA to RMB 37.87, expecting a 10% growth in both revenue and profit for the fiscal year 2026. Revenue in the second half of 2025 is expected to grow by 27% to RMB 7.3 billion, with drug sales increasing by 17% to RMB 6.6 billion and collaboration revenue at RMB 743 million. The gross margin is expected to be 91.6%, and the operating profit margin is 26.9%. It is anticipated that the net profit attributable to shareholders in the second half of 2025 will be RMB 2.1 billion, an increase of 29.4%. At the same time, the revenue and profit forecasts for the fiscal year 2025 have been raised by 1% and 4.7%, respectively, maintaining a "Neutral" rating

Nomura raises HANSOH PHARMA's target price to 37.87 yuan, upgrading revenue and earnings estimates

Goldman Sachs report indicates that the mainland healthcare sector will continue to be strong, but investors need to pay attention to the value of the R&D pipeline. Outperformance depends on key data and earnings visibility. Positive on CDMO companies, upgrading WuXi AppTec and WUXI XDC ratings to "Buy." A selective strategy is recommended for biotech and pharmaceutical companies, recommending SKB BIO-B, HENLIUS, and HANSOH PHARMA. The medical device sector maintains a neutral stance, recommending ANGELALIGN and WEIGAO GROUP. A cautious attitude is taken towards the medical services sector, downgrading HYGEIA HEALTH and JXR ratings

SKB BIO-B

KELUN PHARMA

HENLIUS

WEIGAO GROUP

HYGEIA HEALTH

WuXi AppTec

ANGELALIGN

Hwabao WP CSI Medical Service ETF

WUXI XDC

WUXI APPTEC

Goldman Sachs: The mainland medical sector will rely more on data and profit visibility this year, optimistic about CDMO companies

HANSOH PHARMA - B announced that the company has initiated a Phase I clinical trial for its self-developed candidate drug HX111 (a candidate drug targeting OX40 antibody conjugate) for relapsed refractory lymphoma and solid tumors, successfully completing the first patient enrollment and dosing recently

HANSOH PHARMA's candidate drug HX111 has completed the first patient dosing

Hansoh Pharmaceutical Sells HK$4.68 Billion Convertible Bonds

Hansoh Pharmaceutical Sells HK$4.68 Billion Convertible Bonds

HU-HSPG@EC2609A(26510.HK)

Hansoh Pharmaceutical's Application for Lung Cancer Drug Accepted in China

HANSOH PHARMA's application for marketing authorization of Dacomitinib Mesylate Tablets has been accepted

Hong Kong-listed Chinese drug firms set to turn corner on rising sales, deals

UBS Investment Ratings and Target Prices for Healthcare Stocks (Table)

Top 5 HK Stock Gainers/Losers (>100B) (2.24)