Changes in Hong Kong stocks | CRO concept stocks had the highest increase in BD, superimposed humidity test demand, and the upward signal for industry sentiment was clear

The Zhitong Finance App learned that CRO concept stocks had the highest gains. As of press release, Zhaoyan Pharmaceutical (06127) rose 13.29% to HK$30.18; Kingsley Biotech (01548) rose 10.29% to HK$45.66; Gloria Ying (06821) rose 6.13% to HK$169.60; Tiger Pharmaceuticals (03347) rose 5.53% to HK$47.72; Pharmaceuticals (02269) rose 4.21% to HK$55.75.

According to the news, Novo Nordisk, Eli Lilly, and Roche have successively announced the progress of their wet test cooperation since mid-September. Market analysis indicates that with the intensive expansion of MNC and AI Labs, early drug discovery is shifting from low-frequency verification to high-frequency, high-throughput rapid iteration. This provides continuous industrial catalysis for CRO/CDMO and other processes. It is worth mentioning that recently, major BD and strategic partnerships have been implemented intensively, covering cutting-edge directions such as oral weight loss, RAS, and dual antibodies, with a single transaction amount exceeding 2 billion US dollars.

Guojin Securities believes that at present, with the easing of external pressure and the recovery of global investment and financing, domestic BD continues to heat up, and the industry has entered a new upward cycle of recovery where domestic and foreign demand resonates, new molecular circuit volumes, and quarterly improvements in orders and performance. According to Caitong Securities, the AI pharmaceutical transmission chain has entered a positive cycle. A model for iterating the AI model from accelerated design to wet experimental verification and then refilling the AI model has been initially established, taking the lead in benefiting upstream protein synthesis and pre-clinical CRO.