JACOBIO-B (01167) surged over 16% following its earnings release. As of press time, the stock gained 16.52% to HK$9.45, with trading volume of HK$97.69 million.

On the news front, JACOBIO-B released its interim results, showing the group achieved revenue of RMB 45.664 million during the period, compared to zero revenue in the same period last year. The loss attributable to owners was RMB 58.994 million, narrowing by 65.1% year-over-year. The revenue growth was primarily driven by milestone payments from the Ellis licensing agreement.

Additionally, the company's HER2-STING iADC clinical candidate JAB-BX467 was nominated in the second half of 2024, with an IND application planned for submission in 2026.

According to public information, Ellis licensed the KRAS G12C inhibitor golrelesic from JACOBIO-B in August 2024, primarily for treating patients with advanced solid tumors harboring KRAS G12C mutations. Ellis obtained exclusive rights for research, development, manufacturing, registration, and commercialization of the product in China.

Ellis's interim report indicated that golrelesic officially began its commercialization process during the reporting period, with first prescriptions issued nationwide in June 2025. In May 2025, golrelesic received approval from the National Medical Products Administration for treating adult patients with KRAS G12C mutation-positive advanced non-small cell lung cancer who have received at least one prior systemic therapy.