METIS TECHBIO-P (07666) has seen continued capital inflows, leading the AI drug discovery sector for multiple consecutive days, with cumulative gains of nearly 30% since the beginning of August. As of the latest trading, the stock was up 6.25% at HK$12.75, with a turnover of HK$17.3822 million.

On the news front, Hang Seng Indexes Company is expected to announce its semi-annual index review results on August 25, 2026, with all changes to be implemented after the market close on September 4 and taking effect on September 7. Haitong International's healthcare team forecasts that METIS TECHBIO-P will soon be included in the Stock Connect program. The team notes that the company has over 30 billion RMB in cash on hand, and its platform operations have already achieved break-even. Once clinical data is read out, the potential for business development (BD) of its pipeline assets could propel the company into a full-scale profitability phase.

Notably, the AI4S (AI for Science) field is a focal point of "future technology" competition. In the State Council's "Opinions on Deepening the Implementation of the 'AI+' Action," AI4S ranks first. Shenwan Hongyuan released a research report stating that METIS TECHBIO-P's AI4S platform, centered on nanomaterials and drug delivery, is essentially a high-barrier, forward-looking "future technology." Its valuation logic should not be confined to historical peers with identical business models, but should instead reference high-growth sectors with similar technological attributes currently favored by the market.