In today’s briefing:
- Jacobio Pharmaceuticals Placement (1167.HK) – We Keep Hope for Jacobio Because of Dr. Wang Yinxiang
Jacobio Pharmaceuticals Placement (1167.HK) – We Keep Hope for Jacobio Because of Dr. Wang Yinxiang
- There is limited breakthrough points in the field of small molecule drugs. Except those big varieties, the market space of small-molecular drugs is not optimistic due to small applicable population.
- For KRAS, it just crossed the threshold of druggablility, but the whole pathway hasn’t shown the feeling of being a blockbuster variety, which would dampen the optimism of Jacobio’s valuation.
- Jacobio is among the few biotech under Chapter 18A who really develop drugs seriously. Therefore, despite the challenging outlook, we hoped that Dr. Yinxiang Wang would finally break through.
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