HK Stock Market Move | METIS TECHBIO-P (07666) rises nearly 8%, partnering with Lilly to advance AI-driven extrahepatic LNP delivery platform collaboration; the company is expected to capture more industry incremental opportunities.

METIS TECHBIO-P (07666) rose nearly 8%, up 7.84% as of press time to HK$11.41, with turnover of HK$55.991 million. On the news front, METIS TECHBIO-P recently entered into a collaboration with globally renowned multinational pharmaceutical company Lilly on an AI-driven extrahepatic LNP delivery platformthe largest such deal globally by transaction size and China's first strategic collaboration on a generative AI-LNP platform. Under this landmark strategic collaboration, valued at up to US$1.1 billion, the two parties will focus on the research and discovery of novel LNP (lipid nanoparticle) delivery solutions to explore tissue-specific delivery solutions supporting multiple therapeutic modalities. China Securities Co., Ltd. believes that as AI model iteration accelerates, the number of candidates designed per run increases, and more pharmaceutical companies embed AI into early-stage R&D processes, demand for wet-lab experiments is expected to keep growing. Segments across the industry chainincluding gene synthesis, protein expression, research reagents, and CROsare expected to continue benefiting from the incremental market brought by rising AI drug discovery penetration. Service providers with high-throughput, automated, standardized experimental capabilities and structured data delivery are better positioned to capture this incremental demand. The bank believes the AI pharmaceutical industry has broad long-term growth space, and METIS TECHBIO, as an AI pharmaceutical player, is expected to benefit.