RIBOLIFE-B (06938) climbed more than 3% before noon. As of writing, the stock was up 2.63%, trading at HK$78.15, with a turnover of HK$48.3137 million. Public information indicates that RIBOLIFE is a frontrunner in China's small nucleic acid field. It is regarded as the "Chinese version of Alnylam" due to its independent, full-chain technology platform (especially delivery technology), a rich and rapidly advancing pipeline, and its strategic position in a market with substantial potential, garnering significant market attention since submitting its listing application. According to the prospectus, RIBOLIFE currently has six self-developed siRNA drugs in clinical trial stages, covering seven indications, with four having entered Phase 2 clinical trials; additionally, over 20 preclinical assets are continuously progressing. Soochow Securities pointed out that by 2026, thromboembolic diseases are expected to affect approximately 26.7 million people globally, with the antithrombotic drug market reaching around $70 billion. Addressing the clinical shortcomings of existing drugs, the company's pipeline targets Factor XI (FXI), which inherently avoids bleeding risks, and siRNA offers advantages in long-lasting effect and safety. Regarding the competitive landscape, the company's pipeline possesses first-in-class potential, has taken the lead in entering Phase 2 clinical trials, and is currently in a Phase 2a trial for treating coronary artery disease, with a Phase 2b trial expected to commence within the year. Based on Phase 1 clinical data, the company's product demonstrated excellent anticoagulant effects and strong safety, with no drug-related serious adverse events observed, leading the institution to estimate the product's peak sales potential could reach a scale of tens of billions of US dollars.
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