LONGBIO-B

$ZAI LAB(09688.HK), $CSTONE PHARMA-B(02616.HK) have always had a seat at the table for out-licensing, while $TH MEDICAL-B(02697.HK), $LONGBIO-B(01779.HK), $JIANGXI BIO(06915.HK) — this batch of B-suffix companies are still grinding through clinical trials. As the story of innovative drugs unfolds this year, patience is more valuable than vision 🥲

The story of innovative drugs going global has never really cooled down in the past two years. Small biotechs like $TRANSTHERA-B(02617.HK), $LONGBIO-B(01779.HK), and $HJ SCIENCE-B(06132.HK) rely half on their pipelines and half on market sentiment. On the other side of the ocean, $Abbvie(ABBV.US) has a different way of life—a stable cash cow😀.

The story of innovative drugs going global has been passed on by different players this year, with $INNOCARE(09969.HK), $JUNSHI BIO(01877.HK), $HAIXI PHARMA(02637.HK), and $LONGBIO-B(01779.HK) emerging together. The sector's popularity keeps coming back every now and then.

$LONGBIO-B(01779.HK)Let me know when it hits 10 yuan, thanks! Haha😄😄😄

$LONGBIO-B(01779.HK) You're only worth 10 yuan, keep it up!

$METIS TECHBIO-P(07666.HK) fell five or six points, and it fell more among the unprofitable small-cap AI pharmaceutical stocks; on the other hand, $LONGBIO-B(01779.HK) rose three or four points, $REMEGEN(09995.HK) rose slightly, $CSPC PHARMA(01093.HK) fell slightly. This batch of Hong Kong stock innovative drug stocks is moving very divergently. Capital seems to be switching within the innovative drug sector—from long-term narratives like AI pharmaceuticals to targets like Rongchang and Tianchen that have clinical progress or commercialization expectations. Targets with closer catalysts are more favored, while pure narrative ones are being abandoned first. Do you think this round of correction in AI pharmaceuticals has bottomed out?

$LONGBIO-B(01779.HK) Can it go up? I'm most afraid that there won't even be anyone to discuss it.

$LONGBIO-B(01779.HK)！！！！Root

$HENGRUI PHARMA(01276.HK) rose three percentage points, $LONGBIO-B(01779.HK) and $3SBIO(01530.HK) also saw slight gains. This batch of innovative drug stocks in Hong Kong showed slight strength, following the recovery in sentiment around innovative drugs going global and AI drug discovery. $Direxion S&P Biotech Bull 3X(LABU.US) also rose three percentage points, showing similar popularity in the US biotech sector.

Only small-cap US biotechs like $Eloxx Pharmaceuticals(ELOX.US) basically didn't move; without a catalyst, they just lie flat. Innovative drugs are climbing out of the trough of the past two years. This batch of Hong Kong stocks has low valuations and their elasticity makes them more worth following than large-cap US biotechs.

$Pfizer(PFE.US) and $LONGBIO-B(01779.HK) both rose slightly, while $Regencell Bioscience(RGC.US) fell slightly—it's all minor moves in the pharma sector. The standout is $Intuitive Surgical(ISRG.US): the stock price has barely moved, but it has been lingering below the 50-day moving average for a while, with a 14-day RSI in the 30s. It's rare for a medtech leader to offer such a prolonged window of weakness.

The penetration logic for surgical robots hasn't changed at all; what's been discounted is the valuation, not the fundamentals. Is this kind of slow bleed in a blue-chip stock the "good company at a discount" scenario from the textbooks?

I personally think it is, but the discipline for left-side accumulation is to build the position in three tranches, don't go all-in at once. The bottom for a blue-chip can grind longer than you think 🤔

$WUXI BIO(02269.HK) has barely moved. $LONGBIO-B(01779.HK) started to dip slightly less than a week after listing. $Recursion Pharmaceuticals(RXRX.US) fell three percentage points. The recent script for innovative drug stocks has been "BD-driven big orders create a pulse," while on days without concrete deals, they all lie flat collectively.

For a newly listed allergy-sector stock like $LONGBIO-B(01779.HK), why did its first-day hype fade so quickly? Is it the routine withdrawal of IPO subscription funds, or is the market becoming picky again about biotechs without commercialized products? It's more likely the former—the scarcity of the IgE target remains, but we need to wait for the data to speak.

Worth watching!!

$LONGBIO-B(01779.HK) The biggest pitfall of 2026

$LONGBIO-B(01779.HK) It's killing people, run fast!

$LONGBIO-B(01779.HK)66666

$LONGBIO-B(01779.HK) How could I have bought such a trash stock? Never touching the grey market again.