VIVA BIOTECH (01873) surged over 20% following its earnings announcement. As of press time, the stock rose 22.32% to HK$2.85, with trading volume reaching HK$49.03 million.

On August 28, VIVA BIOTECH released its interim results for the six months ended June 30, 2025. The company reported revenue of RMB 832 million, down 15.27% year-over-year. Profit attributable to shareholders reached RMB 122 million, up 4.28% compared to the same period last year. Basic earnings per share stood at RMB 0.06.

According to the announcement, the group's gross profit margin was 40.8%, an improvement of 6.3 percentage points compared to the same period last year. This improvement was primarily attributed to the optimization of Langhua's business structure, enhanced operational efficiency in CRO business, and contributions from growth in new business segments.

Industry analysts previously noted that VIVA BIOTECH has been investing in AI pharmaceutical development for five years. Currently, AI-related orders account for 12% of new signed contracts and show a growing trend.

Market research indicates that based on global AIDD (AI drug discovery) transaction data, the top 20 projects by upfront payments and total value have seen major deals concentrated in the past five years, with total amounts exceeding $50 billion. For generative AI pharmaceutical companies, building leading model barriers that grow over time is crucial from hypothesis to realization. When computational power and data do not pose significant constraints, the efficiency of model development iteration and the first-mover advantage in training experience accumulation become paramount. The positive feedback loop of data and model construction during AI R&D collaboration with major pharmaceutical companies will become the moat for currently leading enterprises.