JACOBIO-B (01167) surged more than 5%, reaching HK$6.98 by the time of writing, with a trading volume of HK$10.74 million. A research report from Ping An Securities noted that JACOBIO-B's self-developed KRAS G12C inhibitor, glecirasib, has been approved for market launch. The company has also secured a commercialization partnership with Allist Pharmaceuticals in China while advancing multiple registration clinical trials to maximize the asset's clinical and market value.
The report highlighted that JACOBIO-B focuses on innovative breakthroughs in difficult-to-drug targets, steadily progressing its pipeline projects under cost-controlled operations. Its multi-dimensional strategy in the KRAS field includes KRAS G12C, KRAS G12D, and Pan-KRAS inhibitors, aiming to address drug resistance and cover more mutation subtypes. Additionally, the company has built a robust patent portfolio to secure first-mover advantages in the market.
Notably, the Pan-KRAS inhibitor JAB-23E73 is expected to disclose Phase 1 dose-escalation data in the first half of 2026. Meanwhile, the novel EGFR KRAS G12D-targeted tADC (JAB-BX600) is projected to submit an IND application in 2026. The early establishment of a patent portfolio is expected to further strengthen its competitive edge.
KRAS plays a critical role in cell growth, differentiation, and proliferation, making it a key gene in cancer mutations. Beyond the already approved glecirasib, JACOBIO-B's development of the Pan-KRAS inhibitor JAB-23E73 and KRAS G12D targets aims to cover diverse KRAS mutation subtypes and tackle drug resistance challenges.
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