Is it the fault of the reduction of holdings again? Sirnaomics plummeted, hitting a new low!

Mondo Finance Updated on 2024-03-07

On March 7, Sirnaomics-B (02257.)HK) stock price**, which hit 10The all-time low of HK$7 shares surprised investors. As of **, Sirnaomics-B fell 2402% to 10HK$82 shares.

If you look at the long-term axis, the stock price of Sirnaomics can be said to be "the peak of listing".

In 2021, Sirnaomics successfully landed on the Hong Kong Stock Exchange with the help of the 18A policy. After listing, the company's stock price performance was quite bright, once hitting a high of 101 Hong Kong dollars, which was favored by many investors.

However, since hitting the high, the share price of Sirnaomics has been declining, thus starting a long bear road, repeatedly refreshing the lows, and so far the cumulative decline of nearly 9%!

Behind the sharp drop in the share price of Sirnaomics, it may be related to the second shareholder**.

According to the records of the equity disclosure of the Hong Kong Stock Exchange, Dai Xiaochang was sold at an average price of 13 per share on March 1HK$2,884 Sold 610,000 ordinary shares of Sirnaomics-B for a value of approximately 810HK$590,000. After the sale, Dai Xiaochang's latest number of shares is 792790,000 shares, with a position ratio of 974% to 905%。

According to the data of Disclosure, Dr. Dai Xiaochang is the second largest shareholder of Sirnaomics, with a current shareholding of 905%, second only to Dr. Lu Yang, the major shareholder.

According to the data, Sirnaomics was founded in the United States in 2007 and is committed to the exploration and development of RNA**. The following year, the company was incorporated in Jiangsu Province, China, established its China headquarters, and was listed on the Hong Kong stock market in 2021. After years of development, Sirnaomics has achieved remarkable results in the field of RNA**.

From the perspective of R&D pipeline, Sirnaomics Pharma's business involves oncology, medical cosmetology, antiviral substances and other fields. According to the semi-annual report, the company is advancing its priority product pipeline and conducting four clinical trials in the United States for lead clinical candidates STP705 and STP707 in combination with STP122G, among other projects. Among them, STP705 is the fastest and is expected to become the company's first commercial product.

It is reported that STP705 is a dual-target siRNA that targets both TGF-1 and COX-2. In the first half of 2023, the Company is advancing the late-stage clinical development of STP705**iSSCC, a type of NMSC, after completing the Phase II summary meeting with the U.S. FDA and receiving its guidance.

From the performance side, the net loss attributable to the parent in 2021, 2022 and the first half of 2023 will be 2$1.3 billion, $8829$90,000, $3,795$90,000.

The performance loss has narrowed since the second year of listing, but as an unprofitable biopharmaceutical company, how to accelerate the commercialization of products and contribute to profitability is still a difficult problem that needs to be solved urgently in front of the company.

From the perspective of existing funds, Sirnaomics has increased its cash and cash equivalents from about 1$700 million fell sharply to 0$5.7 billion.

Author: Hong Xiaodou

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