HK Stock Market Move | JACOBIO-B(01167) rose over 6% in the afternoon; JAB-23E73 global development process is accelerating and GoLayReiSe is expected to rapidly increase volume.

JACOBIO-B (01167) rose over 6% in the afternoon, reaching a 6.13% increase by the time of publication, at 6.06 Hong Kong dollars, with a trading volume of 14.5881 million Hong Kong dollars. In terms of news, in December last year, JACOBIO announced that it had reached a cooperation agreement with AstraZeneca on its independently developed Pan-KRAS inhibitor JAB-23E73. In addition, Golarhesin has entered the national medical insurance catalog alongside two other domestic KRAS G12C inhibitors in early 2026. CMB International pointed out that JAB-23E73 (Pan-KRAS) is the company's core pipeline under research, and is expected to achieve a peak sales value after risk adjustment of 1.2 billion RMB in the domestic market; in the overseas market, it is expected to achieve a peak sales value after risk adjustment of 1.9 billion US dollars (before adjustment was 7.2 billion US dollars). Golarhesin (KRAS G12C) was included in the national medical insurance catalog in January 2026, and we expect its sales to achieve rapid growth under the commercial promotion by Shanghai Allist Pharmaceuticals Co., Ltd.