IMPACT THERAP-B (07630.HK): H1 Revenue Expected to Surge 276% to 359% with Loss Narrowing 22% to 37%, Driven by Senaparib's NRDL Inclusion

NewTimeSpace · 2026/08/11 16:55 · By Xuran Lin

NewTimeSpace News: On 11 August 2026, IMPACT THERAP-B (07630.HK) issued a profit alert, expecting H1 revenue of approximately RMB 94.7 million to RMB 115.7 million, up approximately 276% to 359% year on year, and a net loss of approximately RMB 81.7 million to RMB 99.9 million, down approximately 37% to 22% year on year, mainly due to sales growth driven by Senaparib's NRDL inclusion, milestone licensing revenue from the Eikon collaboration as IMP1734 entered Phase II, and reduced interest following the termination of the redeemable ordinary shares liability.

NewTimeSpace News: On 11 August 2026, IMPACT Therapeutics, Inc (stock code: 07630.HK) issued a profit alert, expecting to record revenue of approximately RMB 94.7 million to RMB 115.7 million for the six months ended 30 June 2026, representing an increase of approximately 276% to 359% from approximately RMB 25.2 million for the corresponding period of 2025. The Company also expects a net loss of approximately RMB 81.7 million to RMB 99.9 million for the period, a decrease of approximately 37% to 22% from approximately RMB 128.7 million for the corresponding period, reflecting a significant narrowing of losses.

The announcement attributed the expected changes mainly to three factors. First, revenue increased, driven by the inclusion of Senaparib, the Company's core product, in the National Reimbursement Drug List (NRDL) in early 2026, which accelerated its commercialization, significantly expanded patient access and led to substantial sales growth. Second, licensing revenue was recognized during the period, comprising milestone payments received under the collaboration agreement with Eikon Therapeutics, Inc. in respect of IMP1734 and other PARP1 selective inhibitors, triggered by IMP1734's entry into Phase II clinical trials. Third, interest on the redeemable ordinary shares liability decreased following the termination of such liability, which is one-off in nature.

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IMPACT THERAP-B 07630.HK loss narrowed