On July 15, Keymed Biosciences (02162.HK) rose 5.08% in regular trading, trading at 85.45 HKD/share, with turnover of approximately 74.15 million HKD.

The rally was driven by dual catalysts: the company's core product was selected for inclusion in the newly released National Essential Drug List, and multiple brokerages including Huayuan Securities, Guotai Haitong Securities, and Guosen Securities issued research reports maintaining or initiating buy ratings. Bocom International noted that the new list added 116 varieties, with essential drugs accounting for 71% of total drug usage across public medical institutions nationwide.

Brokerages highlighted the convergence of commercialization ramp-up and BD revenue realization. Gilead's acquisition of Ouro Medicines has delivered a $257 million upfront payment, with significant milestone payment upside remaining. Guotai Haitong initiated coverage with a target price of 138.91 HKD, projecting 2026 revenue of 3.09 billion yuan. The broader biotech sector rallied in tandem, with SKB Bio up 9.8% and Innovent Bio up 5.94%.

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