Top Tweets for #ChinaBioTech

$HCM: After GSK shelled out up to $1.3 billion to acquire the ex-China rights to HMPL-A830, the market is really betting on only one thing: whether the ATTC platform can continue to produce blockbuster assets. Everything else is just noise. Progress Checklist Achieved: Major licensing deal with GSK finalized (110 million upfront + milestones) Approval of new indications for multiple products in China (e.g., savolitinib for gastric cancer, fruquintinib for renal cell carcinoma) Cash reserves exceeding $1.3 billion; H1 remains profitable Two ATTC candidates have entered clinical trials Not yet achieved: Global SAFFRON Phase III data for savolitinib (H2 2026) More early-stage data from ATTC candidates and subsequent licensing deals The pace of commercialization for new drugs in China How to Profit: Successful platform validation → More major BD deals + global product scale-up → Valuation re-rating How to Lose: Lackluster key data or regulatory hurdles → Licensing narrative debunked → Stock price gives back recent gains Current Positioning + Short-Term Range Event-driven growth stock. In the short term, expect consolidation following the digestion of the GSK deal; in the medium term, focus on H2 data reads. Suitable for investors who can tolerate volatility and are looking to build positions in stages. What’s your take on this GSK deal? Is it a signal that the platform is taking off, or just a one-time positive? Share your views or positions directly in the comments section—let’s keep an eye on this together. #NVDA #TSLA #AMD #PLTR #CRM #MU #HCM