CMBI Anticipates 707 Drug Value Release to Boost 3SBIO (01530.HK) Growth
Pfizer's Development Plan: Pfizer has announced its development plan for the PD-1/VEGF bispecific antibody 707/PF'4404 in collaboration with 3SBIO, which is expected to exceed market expectations according to CMBI's research report.
Market Positioning: CMBI believes that the PD-1/VEGF bispecific antibody will become a cornerstone in tumor immunotherapy, and Pfizer is likely to leverage its internal pipeline and clinical execution to gain a competitive edge.
Impact on 3SBIO: The global value release of 707/PF'4404 is anticipated to be a significant catalyst for 3SBIO's growth, although CMBI has slightly adjusted its target price for the company from $37.58 to $37.43 while maintaining a Buy rating.
Short Selling Data: Pfizer's stock is experiencing short selling activity with a total of $47.20 million and a ratio of 10.495%, indicating some market skepticism despite the positive outlook on its drug development.
Trade with 70% Backtested Accuracy
Analyst Views on 01530

No data
About the author


US Market Performance: The DJIA rose by 239 points (0.5%) and the Nasdaq increased by 1.4% following President Trump's announcement regarding the Iran war's imminent end.
Hong Kong Stock Market: The HSI opened 331 points higher and closed up 396 points (1.6%), with significant gains in tech stocks like MINIMAX-WP and KNOWLEDGE ATLAS.
Tech Stock Trends: AI stocks continued to surge, with MINIMAX-WP and KNOWLEDGE ATLAS seeing increases of 9.5% and 6.9%, respectively, while TENCENT also experienced a notable rise.
Sector Performance: Pharmaceuticals and chip stocks showed strong performance, with several companies like 3SBIO and ILUVATAR COREX posting significant gains, while some automakers faced declines.

Market Performance: The Hang Seng Index (HSI) rose by 468 points (1.9%) to 25,789, while the Hang Seng Tech Index (HSTI) increased by 177 points (3.7%) to 4,973, and the Hang Seng China Enterprises Index (HSCEI) gained 187 points (2.2%) to 8,638.
Top Gainers: Notable stock performances included JD Logistics, which surged 21.3%, JD up 8.5%, and Trip.com rising 7.0%. Major companies like Xiaomi, Alibaba, and Tencent also saw significant increases in their stock prices.
Short Selling Activity: High short selling volumes were reported for several stocks, with Alibaba and JD having short selling ratios of 16.072% and 50.972%, respectively, indicating investor caution despite their price increases.
Other Notable Movements: Stocks like TransThera and Bayzed Health experienced substantial gains of 34.9% and 21.5%, respectively, while Chinahongqiao saw a decline of 3.3%, reflecting varied performance across different sectors.
Stock Performance: Several pharmaceutical stocks showed mixed performance, with HENGRUI PHARMA and HANSOH PHARMA experiencing gains, while SINO BIOPHARM saw a decline.
Short Selling Data: Short selling activity varied across companies, with SINO BIOPHARM having the highest short selling amount at $180.02M and a ratio of 40.682%.
Target Prices: Analysts have set target prices for various stocks, with HENGRUI PHARMA and HANSOH PHARMA rated as "Buy" with target prices of HK$98.3 and HK$51.5, respectively.
Market Sentiment: CSPC PHARMA received a "Neutral" rating, indicating a more cautious outlook compared to the "Buy" ratings for other companies listed.

Hong Kong Stock Market Performance: The Hong Kong stock market opened higher but closed lower, with the HSI down 384 points (1.4%) at 26,381, and total market turnover at HKD259.277 billion.
CKI Holdings' Stock Surge: A consortium led by CKI Holdings sold UKPN, resulting in a 4.5% increase in its stock price, while CKH Holdings and Power Assets also saw significant gains.
Tech Sector Declines: Alibaba's stock fell 3.6% after a report predicted weak quarterly profits, while other tech stocks like Tencent and Meituan also experienced declines.
Pharmaceuticals and Consumer Stocks Drop: Various pharmaceutical and consumer stocks saw significant losses, with declines ranging from 3.3% to 9.2% across multiple companies.
Pfizer's Development Plan: Pfizer has announced its development plan for the PD-1/VEGF bispecific antibody 707/PF'4404 in collaboration with 3SBIO, which is expected to exceed market expectations according to CMBI's research report.
Market Positioning: CMBI believes that the PD-1/VEGF bispecific antibody will become a cornerstone in tumor immunotherapy, and Pfizer is likely to leverage its internal pipeline and clinical execution to gain a competitive edge.
Impact on 3SBIO: The global value release of 707/PF'4404 is anticipated to be a significant catalyst for 3SBIO's growth, although CMBI has slightly adjusted its target price for the company from $37.58 to $37.43 while maintaining a Buy rating.
Short Selling Data: Pfizer's stock is experiencing short selling activity with a total of $47.20 million and a ratio of 10.495%, indicating some market skepticism despite the positive outlook on its drug development.

Mainland Chinese Mutual Funds' Holdings: CICC's report highlights the significant changes in Hong Kong stock holdings by Mainland Chinese mutual funds in 4Q25, with notable increases and decreases in various stocks.
Top Stocks with Increased Holdings: CNOOC and China Life saw increases in holdings, while Tencent, Alibaba, and SMIC experienced declines, reflecting varying investor confidence and market conditions.
Short Selling Trends: The report details short selling activities, indicating high ratios for several stocks, including Pop Mart and Kuaishou, suggesting bearish sentiment among investors.
Market Value Changes: The report outlines the market value changes for stocks, with significant losses for companies like Alibaba and Xiaomi, while others like Zijin Mining and YOFC showed gains, indicating a mixed market performance.







