SG-WXAT@EC2603A(20484.HK)

OpenAI's CEO Altman: The company may seek partners or invest in AI drug discovery

New Drug Administration Implementation Regulations Released: Allowing Innovative Drugs to be Produced in Segments, Accelerating the Market Launch of Good Medicines

The State Council has announced the newly revised "Regulations for the Implementation of the Drug Administration Law," which will take effect on May 15, 2026. This is the first comprehensive revision of the regulations in over twenty years. The key points of the revision include: improving the drug registration system, establishing exclusive market periods for pediatric drugs and drugs for rare diseases for the first time (up to 2 years and 7 years respectively), clarifying four new drug expedited approval pathways; strengthening the responsibilities of online drug trading platforms and regulating online drug sales; allowing segmented commissioning of innovative drug production to optimize the industrial supply chain; and shifting the regulatory focus from enterprises to drug marketing authorization holders, enhancing lifecycle supervision

Hong Kong Stock Movement: INSILICO approved by FDA but fell 11.58%, leading stocks in the life sciences sector under pressure

INSILICO fell 11.58%; Jingtao Holdings fell 6.23%, with a transaction volume of HKD 792 million; WuXi Biologics fell 3.36%, with a transaction volume of HKD 442 million; WuXi AppTec fell 0.96%, with a transaction volume of HKD 323 million; WuXi Huilian fell 3.71%, with a market value of HKD 83.2 billion

Top 5 HK Stock Gainers/Losers (>100B) (1.20)

POP MART(09992) rose 9.07%, with a trading turnover 5.9 Billion HKD, and a year-to-date rose 5.1%. GIGADEVICE(03986) rose 5.52%, with a trading turnover 532.3 Million HKD, and a year-to-date rose 88.9%. HENGRUI PHARMA(01276) fell 4.36%, with a trading turnover 161.0 Million HKD, and a year-to-date rose 3.2%. WUXI APPTEC(02359) fell 4.13%, with a trading turnover 672.1 Million HKD, and a year-to-date rose 15.2%.

Morgan Stanley lists thematic investment stock list for the Asia-Pacific region (including Japanese stocks) (table)

Morgan Stanley released a global thematic investment report, emphasizing the importance of thematic research, believing it can identify attractive investment opportunities amid market volatility. The four core themes for 2026 are technology diffusion, the future of energy, a multipolar world, and social transformation. The thematic investment stock list for the Asia-Pacific region includes AIA, Tencent, WuXi AppTec, XPeng, and others