not vested
SINO BIOPHARM Leaps 13%+ w/ Major Out-licensing Deal on Horizon
Lei Ming, who is responsible for handling capital markets at SINO BIOPHARM, stated that out-licensing has become one of the company's key strategic goals, and a heavyweight out-licensing deal is set to be finalized soon.
Related New: sCLSA: Biotech Stocks Largely Complete 1st Phase of Valuation Recovery; Liquidity & Fundamentals Expected to Improve
Starting this year, business development transactions will become a regular source of revenue and profit for SINO BIOPHARM, Lei revealed.
This will not only further increase the proportion of the company's international revenue to open up a second growth curve for its performance, but it may also serve as a catalyst for a revaluation of the company's worth.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
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Sino Biopharm 1177
Re: Sino Biopharm 1177
by winston » Thu Jun 12, 2025 10:49 am
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Mon Jun 16, 2025 1:56 pm
not vested
SINO BIOPHARM (01177.HK) Plans to Launch 5 Innovative Products Annually Over Next 3 Yrs, Expects Landmark Out-Licensing Deal Soon
SINO BIOPHARM (01177.HK) announced that the proportion of revenue from the Group’s innovative products has risen from 16% in 2018 to 42% in 2024, with expectations to exceed 50% in 2025, marking a successful milestone in the Group’s innovation transformation.
Over the next three years, the Group plans to launch around five innovative products annually, aiming to further increase the proportion of revenue from innovative products to 60% by 2027.
This growth momentum is largely driven by the Group’s dual-engine strategy of “in-house R&D + business development (BD)”.
Related News: CLSA: Biotech Stocks Largely Complete 1st Phase of Valuation Recovery; Liquidity & Fundamentals Expected to Improve
The Group has announced 12 innovative products with breakthrough data (including four Late-Breaking Abstracts (LBA)) at the American Society of Clinical Oncology (ASCO) Annual Meeting, achieving a major breakthrough.
Since the beginning of this year, out-licensing has become one of the Group’s most critical strategic priorities, and an out-licensing deal is expected to be finalized soon.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
SINO BIOPHARM (01177.HK) Plans to Launch 5 Innovative Products Annually Over Next 3 Yrs, Expects Landmark Out-Licensing Deal Soon
SINO BIOPHARM (01177.HK) announced that the proportion of revenue from the Group’s innovative products has risen from 16% in 2018 to 42% in 2024, with expectations to exceed 50% in 2025, marking a successful milestone in the Group’s innovation transformation.
Over the next three years, the Group plans to launch around five innovative products annually, aiming to further increase the proportion of revenue from innovative products to 60% by 2027.
This growth momentum is largely driven by the Group’s dual-engine strategy of “in-house R&D + business development (BD)”.
Related News: CLSA: Biotech Stocks Largely Complete 1st Phase of Valuation Recovery; Liquidity & Fundamentals Expected to Improve
The Group has announced 12 innovative products with breakthrough data (including four Late-Breaking Abstracts (LBA)) at the American Society of Clinical Oncology (ASCO) Annual Meeting, achieving a major breakthrough.
Since the beginning of this year, out-licensing has become one of the Group’s most critical strategic priorities, and an out-licensing deal is expected to be finalized soon.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Fri Jun 20, 2025 11:25 am
<Research>BofAS Lifts SINO BIOPHARM's TP to HKD5.9, Reiterating Buy Rating
SINO BIOPHARM (01177.HK) has recently announced that a licensing deal is set to be finalized, and the company expects the proportion of innovative drug sales to rise above 50% this year and reach 60% by 2027 as driven by its "in-house R&D + external licensing" dual-engine strategy, according to a BofA Securities research report.
In addition, SINO BIOPHARM earlier received approval from China's National Medical Products Administration for its TQC3721 to enter Phase III clinical trials for the treatment of chronic obstructive pulmonary disease (COPD).
Related News: UOB Kay Hian: Industry Enters New Phase of Accelerated Growth; Top Picks INNOVENT BIO/ HANSOH PHARMA/ SINO BIOPHARM
BofA Securities raised its target price for SINO BIOPHARM from HKD5.1 to HKD5.9 and reiterated the Buy rating.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
SINO BIOPHARM (01177.HK) has recently announced that a licensing deal is set to be finalized, and the company expects the proportion of innovative drug sales to rise above 50% this year and reach 60% by 2027 as driven by its "in-house R&D + external licensing" dual-engine strategy, according to a BofA Securities research report.
In addition, SINO BIOPHARM earlier received approval from China's National Medical Products Administration for its TQC3721 to enter Phase III clinical trials for the treatment of chronic obstructive pulmonary disease (COPD).
Related News: UOB Kay Hian: Industry Enters New Phase of Accelerated Growth; Top Picks INNOVENT BIO/ HANSOH PHARMA/ SINO BIOPHARM
BofA Securities raised its target price for SINO BIOPHARM from HKD5.1 to HKD5.9 and reiterated the Buy rating.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Sino Biopharm 1177
by winston » Wed Jul 16, 2025 10:28 am
not vested
SINO BIOPHARM Advances 5%+ at Open, Clarifies Co-op Between LaNova Medicines and Merck & Co. Still Progressing Orderly
SINO BIOPHARM (01177.HK) opened up 5.49% today and once peaked at HKD6.72.
The company has announced an acquisition of the remaining 95.09% stake in LaNova Medicines to make it its wholly owned subsidiary for a consideration not exceeding USD950 million.
Related News: G Sachs: Out-licensing Trend in CN Biopharma Products Structural; SINO BIOPHARM TP Raised to HKD6.19
In response to market rumors saying that LaNova Medicines has encountered issues with its licensing collaboration with pharmaceutical giant Merck & Co. on the PD-1/VEGF bispecific antibody LM-299, and that the deal may have been called off,
SINO BIOPHARM clarified that their partnership is still proceeding in an orderly manner according to the licensing agreement.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
SINO BIOPHARM Advances 5%+ at Open, Clarifies Co-op Between LaNova Medicines and Merck & Co. Still Progressing Orderly
SINO BIOPHARM (01177.HK) opened up 5.49% today and once peaked at HKD6.72.
The company has announced an acquisition of the remaining 95.09% stake in LaNova Medicines to make it its wholly owned subsidiary for a consideration not exceeding USD950 million.
Related News: G Sachs: Out-licensing Trend in CN Biopharma Products Structural; SINO BIOPHARM TP Raised to HKD6.19
In response to market rumors saying that LaNova Medicines has encountered issues with its licensing collaboration with pharmaceutical giant Merck & Co. on the PD-1/VEGF bispecific antibody LM-299, and that the deal may have been called off,
SINO BIOPHARM clarified that their partnership is still proceeding in an orderly manner according to the licensing agreement.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Wed Jul 16, 2025 4:38 pm
not vested
<Research>CICC Raises SINO BIOPHARM (01177.HK) TP to $7.6, Keeps Rating at Outperform
SINO BIOPHARM (01177.HK) announced the acquisition of 95.09% stake in LaNova Medicines for US$950.92 million, according to CICC's research report.
Upon completion of the acquisition, LaNova Medicines will become a wholly owned subsidiary of SINO BIOPHARM.
LaNova Medicines' global innovation capabilities and adequate first-in-class (FIC)/best-in-class (BIC) pipelines are expected to drive a new chapter in SINO BIOPHARM's innovative drug business.
Upon completion of the acquisition, the inclusion of a number of quality assets is expected to enrich SINO BIOPHARM's existing oncology pipeline.
Related News- Citi: SINO BIOPHARM (01177.HK)'s Acquisition of LaNova Medicines Milestone for Sector on First 'CN-to-CN' M&A
Therefore, CICC maintained its profit forecasts for SINO BIOPHARM.
Considering the ascending valuation pivot of the sector, the broker raised its target price by 26.7% to $7.6, with rating kept at Outperform.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>CICC Raises SINO BIOPHARM (01177.HK) TP to $7.6, Keeps Rating at Outperform
SINO BIOPHARM (01177.HK) announced the acquisition of 95.09% stake in LaNova Medicines for US$950.92 million, according to CICC's research report.
Upon completion of the acquisition, LaNova Medicines will become a wholly owned subsidiary of SINO BIOPHARM.
LaNova Medicines' global innovation capabilities and adequate first-in-class (FIC)/best-in-class (BIC) pipelines are expected to drive a new chapter in SINO BIOPHARM's innovative drug business.
Upon completion of the acquisition, the inclusion of a number of quality assets is expected to enrich SINO BIOPHARM's existing oncology pipeline.
Related News- Citi: SINO BIOPHARM (01177.HK)'s Acquisition of LaNova Medicines Milestone for Sector on First 'CN-to-CN' M&A
Therefore, CICC maintained its profit forecasts for SINO BIOPHARM.
Considering the ascending valuation pivot of the sector, the broker raised its target price by 26.7% to $7.6, with rating kept at Outperform.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Wed Jul 16, 2025 4:46 pm
vested
IP growth potential underestimated
Pop Mart announced a profit alert stating revenue and adjusted net profit expected to increase by no less than 200% and 350% in 1H25, slightly above our expectations.
We expect its 2025F overseas and domestic revenues to increase by 59.5% and 225.7%, respectively, driven by strong IP momentum and new product launches.
We also expect Pop Mart’s overall revenue and net profit to increase by 124% and 143% in 2025F, helped by strong IP momentum and overseas expansion.
We reiterate Add, with a higher target price of HK$312 (1.2x PEG).
Source: CGS
https://rfs.cgsi.com/api/download?file= ... 9311b89b73
IP growth potential underestimated
Pop Mart announced a profit alert stating revenue and adjusted net profit expected to increase by no less than 200% and 350% in 1H25, slightly above our expectations.
We expect its 2025F overseas and domestic revenues to increase by 59.5% and 225.7%, respectively, driven by strong IP momentum and new product launches.
We also expect Pop Mart’s overall revenue and net profit to increase by 124% and 143% in 2025F, helped by strong IP momentum and overseas expansion.
We reiterate Add, with a higher target price of HK$312 (1.2x PEG).
Source: CGS
https://rfs.cgsi.com/api/download?file= ... 9311b89b73
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Tue Aug 19, 2025 9:27 am
not vested
<Results>SINO BIOPHARM Interim NP Rises 12.3% to RMB3.389B; Interim DPS Adds to HKD5 Cents
SINO BIOPHARM (01177.HK) announced its interim results for the six months ending June 30, 2025, reporting revenue of RMB17.575 billion, up 10.7% YoY.
Net profit increased 12.3% YoY to RMB3.389 billion, with EPS at RMB18.82 cents.
The company declared an interim DPS of HKD5 cents, vs HKD3 cents in the same period of last year.
During the reporting period, the Group had a total of two innovative products approved for marketing by the NMPA, namely Putanning and Anqixin.
In 1H25, the Group’s sales of innovative products reached RMB 7.8 billion, a YoY increase of 27.2%, representing 44.4% of the Group’s revenue.
It is expected that, by the end of 2027, the Group will have more than 35 marketed innovative products, with the sales of innovative products as a percentage of 60%.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Results>SINO BIOPHARM Interim NP Rises 12.3% to RMB3.389B; Interim DPS Adds to HKD5 Cents
SINO BIOPHARM (01177.HK) announced its interim results for the six months ending June 30, 2025, reporting revenue of RMB17.575 billion, up 10.7% YoY.
Net profit increased 12.3% YoY to RMB3.389 billion, with EPS at RMB18.82 cents.
The company declared an interim DPS of HKD5 cents, vs HKD3 cents in the same period of last year.
During the reporting period, the Group had a total of two innovative products approved for marketing by the NMPA, namely Putanning and Anqixin.
In 1H25, the Group’s sales of innovative products reached RMB 7.8 billion, a YoY increase of 27.2%, representing 44.4% of the Group’s revenue.
It is expected that, by the end of 2027, the Group will have more than 35 marketed innovative products, with the sales of innovative products as a percentage of 60%.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Tue Aug 19, 2025 9:56 am
not vested
Sino Biopharmaceutical (1177 HK)
1H25: Results Beat, Expects Out-licensing To Become New Growth Driver From 2H25
Sino Biopharm reported outstanding 1H25 results with revenue rising 10.7% yoy and adjusted earnings surging 101.1% yoy in 1H25.
The company maintains its double-digit revenue growth guidance for 2025 and expects to launch over 10 new products in 2025-27, sustaining long-term growth.
Moreover, it expects out-licensing to become a new earnings growth driver from 2H25.
Maintain BUY with a higher target price of HK$10.50.
Risks include:
a) worse-than-expected policy risks including anti-corruption campaign, Diagnosis-Related Group (DRG) and Diagnosis-Intervention Packet (DIP) programmes, and possible volume-based procurement programme on biosimilar products,
b) possible delay or failure in R&D and new product launches, and
c) intensifying market competition.
VALUATION/RECOMMENDATION • Maintain BUY and lift target price to HK$10.50, based on SOTP valuation, comprising:
a) HK$4.07/share at 11x 2025F PE for existing drugs, and
b) NAV-derived pipeline value of HK$6.43/share (9.8% WACC, 4.5% perpetual growth rate).
Source: UOBKH
https://research.uobkayhian.com/content ... e=hs_email
Sino Biopharmaceutical (1177 HK)
1H25: Results Beat, Expects Out-licensing To Become New Growth Driver From 2H25
Sino Biopharm reported outstanding 1H25 results with revenue rising 10.7% yoy and adjusted earnings surging 101.1% yoy in 1H25.
The company maintains its double-digit revenue growth guidance for 2025 and expects to launch over 10 new products in 2025-27, sustaining long-term growth.
Moreover, it expects out-licensing to become a new earnings growth driver from 2H25.
Maintain BUY with a higher target price of HK$10.50.
Risks include:
a) worse-than-expected policy risks including anti-corruption campaign, Diagnosis-Related Group (DRG) and Diagnosis-Intervention Packet (DIP) programmes, and possible volume-based procurement programme on biosimilar products,
b) possible delay or failure in R&D and new product launches, and
c) intensifying market competition.
VALUATION/RECOMMENDATION • Maintain BUY and lift target price to HK$10.50, based on SOTP valuation, comprising:
a) HK$4.07/share at 11x 2025F PE for existing drugs, and
b) NAV-derived pipeline value of HK$6.43/share (9.8% WACC, 4.5% perpetual growth rate).
Source: UOBKH
https://research.uobkayhian.com/content ... e=hs_email
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 113668
- Joined: Wed May 07, 2008 9:28 am
Re: Sino Biopharm 1177
by winston » Tue Aug 19, 2025 1:50 pm
not vested
<Research>Nomura Elevates SINO BIOPHARM's TP to HKD9.17; Interim Results Largely In Line
SINO BIOPHARM (01177.HK) 's 1H25 results largely met expectations, according to a report released by Nomura.
The company's revenue increased by 10.7% YoY to RMB17.6 billion, basically in line with the broker's and the market's forecasts.
Its net profit grew by 12.3% to RMB3.4 billion, beating the broker's forecast by RMB1.9 billion.
Related News: SINO BIOPHARM Interim NP Rises 12.3% to RMB3.389B; Interim DPS Adds to HKD5 Cents
After excluding income from discontinued operations, SINO BIOPHARM's interim net profit would have nearly doubled to around RMB3.1 billion.
Believing that the commercialization and clinical progress of innovative drugs such as TQB3616, TQB2102 and TQC3721, could serve as short-term catalysts for its stock price, Nomura kept a Buy rating on SINO BIOPHARM and lifted its target price from HKD7.69 to HKD9.17.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
<Research>Nomura Elevates SINO BIOPHARM's TP to HKD9.17; Interim Results Largely In Line
SINO BIOPHARM (01177.HK) 's 1H25 results largely met expectations, according to a report released by Nomura.
The company's revenue increased by 10.7% YoY to RMB17.6 billion, basically in line with the broker's and the market's forecasts.
Its net profit grew by 12.3% to RMB3.4 billion, beating the broker's forecast by RMB1.9 billion.
Related News: SINO BIOPHARM Interim NP Rises 12.3% to RMB3.389B; Interim DPS Adds to HKD5 Cents
After excluding income from discontinued operations, SINO BIOPHARM's interim net profit would have nearly doubled to around RMB3.1 billion.
Believing that the commercialization and clinical progress of innovative drugs such as TQB3616, TQB2102 and TQC3721, could serve as short-term catalysts for its stock price, Nomura kept a Buy rating on SINO BIOPHARM and lifted its target price from HKD7.69 to HKD9.17.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Sino Biopharm 1177
by winston » Tue Aug 19, 2025 1:57 pm
not vested
<Research>Citi Adds SINO BIOPHARM's TP to HKD10.5, Rating Buy
Both SINO BIOPHARM (01177.HK) 's 1H25 profit and turnover beat expectations, with sales of innovative products growing by 27% YoY to RMB7.8 billion, according to Citi's research report.
Management expects a 25% YoY increase in sales of innovative products for FY25, while keeping the double-digit growth target for FY25 revenue and net profit unchanged.
Related News: SINO BIOPHARM Interim NP Rises 12.3% to RMB3.389B; Interim DPS Adds to HKD5 Cents
In addition, management anticipates the company to have more than 19 new products approved over the next three years.
Among them, many have sales potential exceeding RMB 2 billion.
They are also confident in the out-licensing potential of innovative candidate formulations, including TQC3721 (PDE3/4).
Based on positive progress, Citi lifted its target price for SINO BIOPHARM from HKD8.8 to HKD10.5, with a Buy rating.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
<Research>Citi Adds SINO BIOPHARM's TP to HKD10.5, Rating Buy
Both SINO BIOPHARM (01177.HK) 's 1H25 profit and turnover beat expectations, with sales of innovative products growing by 27% YoY to RMB7.8 billion, according to Citi's research report.
Management expects a 25% YoY increase in sales of innovative products for FY25, while keeping the double-digit growth target for FY25 revenue and net profit unchanged.
Related News: SINO BIOPHARM Interim NP Rises 12.3% to RMB3.389B; Interim DPS Adds to HKD5 Cents
In addition, management anticipates the company to have more than 19 new products approved over the next three years.
Among them, many have sales potential exceeding RMB 2 billion.
They are also confident in the out-licensing potential of innovative candidate formulations, including TQC3721 (PDE3/4).
Based on positive progress, Citi lifted its target price for SINO BIOPHARM from HKD8.8 to HKD10.5, with a Buy rating.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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