HK Stock Market Move | METIS TECHBIO-P (07666) rises over 9% again; AI giants accelerate their layout in AI pharmaceuticals; the value of the company's AI + delivery platform is gradually emerging.

METIS TECHBIO-P (07666) rose over 9% again, accumulating a gain of over 35% in the past three trading days. As of press time, it was up 7.18% at HK$18.65, with a turnover of HK$115 million. On the news front, on September 18 local time, Anthropic was reported to be building a wet lab for biological research. It revealed that life sciences has become one of the areas where Anthropic has invested the most personnel and resources, and described it as "the biggest opportunity yet" for fulfilling its mission. Currently, AI pharmaceuticals is in an upward channel driven by both new external capital and internal R&D budgets within the industry, with cross-sector investment by tech companies and continued increased R&D spending on AI by MNCs forming a resonance between internal and external forces. Previously, the world's first clinically validated mRNA therapeutic cancer vaccine confirmed the feasibility and commercial value of mRNA technology for cancer treatment. Against this backdrop, METIS TechBio's NanoForge platform, with its mRNA tumor vaccine R&D capabilities and LNP delivery "shovel-selling" capabilities, has gained recognition in the secondary market. It is worth noting that the company's platform cooperation and product licensing are driven by a dual-wheel model. OpenCGT further opens up AiLNP capabilities to cell and gene therapy partners, with the total potential transaction value of related collaborations exceeding RMB 6 billion.