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TransThera Sciences (Nanjing). Inc. (HK:2617)
:2617
Hong Kong Market
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TransThera Sciences (Nanjing). Inc. (2617) AI Stock Analysis

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HK:2617

TransThera Sciences (Nanjing). Inc.

(2617)

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Neutral 44 (OpenAI - Gpt-5.6Sol)
Rating:44Neutral
Price Target:
HK$9.50
▼(-10.88% Downside)
Action:Reiterated
Date:07/03/26
The score is held down primarily by minimal/zero recent revenue, large ongoing losses, and substantial negative operating/free cash flow, which imply continued reliance on external funding. Technicals reinforce the risk with a pronounced downtrend and weak momentum. The key offset is a conservatively financed balance sheet with very low leverage, which reduces near-term solvency pressure despite ongoing burn.
Positive Factors
Very low leverage
Minimal leverage reduces refinancing and interest-rate exposure, giving the company greater financial flexibility than a heavily indebted biotech. This can help preserve strategic options while clinical programs advance, although the benefit depends on controlling ongoing cash consumption.
Negative Factors
Effectively pre-revenue
The absence of meaningful recent revenue shows that the business has not yet established a commercial revenue base to support operations. This leaves financial progress dependent on clinical advancement and eventual commercialization rather than recurring operating receipts over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage
Minimal leverage reduces refinancing and interest-rate exposure, giving the company greater financial flexibility than a heavily indebted biotech. This can help preserve strategic options while clinical programs advance, although the benefit depends on controlling ongoing cash consumption.
Read all positive factors

TransThera Sciences (Nanjing). Inc. (2617) vs. iShares MSCI Hong Kong ETF (EWH)

TransThera Sciences (Nanjing). Inc. Business Overview & Revenue Model

Company Description
TransThera Sciences (Nanjing), Inc., clinical stage biopharmaceutical company, discovers, develops, and commercializes small molecule therapies for oncology, inflammatory, and cardiometabolic diseases. The company provides Tinengotinib (TT-00420),...

TransThera Sciences (Nanjing). Inc. Financial Statement Overview

Summary
Income statement and cash flow are the main negatives: the company is effectively pre-revenue recently (revenue at 0 in 2024 and 2025) with large, persistent net losses (~-296M in 2025) and materially negative operating/free cash flow (~-254M in 2025). The balance sheet is a relative strength with very low leverage (debt-to-equity ~0.2%–0.8% from 2022–2025), but equity/assets have been trending down due to continued burn.
Income Statement
18
Very Negative
Balance Sheet
78
Positive
Cash Flow
27
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2020
Income Statement
Total Revenue34.97M0.000.001.18M124.00K61.76M
Gross Profit30.68M0.000.001.18M124.00K0.00
EBITDA-267.60M-290.82M-267.97M-416.80M-346.90K-39.27M
Net Income-268.29M-295.96M-274.61M-344.12M-250.04M-80.72M
Balance Sheet
Total Assets987.24M545.91M629.60M887.09M1.35B344.94M
Cash, Cash Equivalents and Short-Term Investments925.22M489.14M572.53M838.17M1.11B279.34M
Total Debt5.61M1.65M4.37M4.81M3.04M490.74M
Total Liabilities109.26M129.53M104.57M103.91M111.04M578.87M
Stockholders Equity877.99M416.38M525.03M783.18M1.24B-233.94M
Cash Flow
Free Cash Flow-144.55M-253.68M-271.95M-331.12M-244.00M-76.61M
Operating Cash Flow-144.47M-253.51M-271.18M-319.33M-241.94M-66.68M
Investing Cash Flow108.03M-68.00M348.42M-186.94M26.98M-195.84M
Financing Cash Flow1.55M169.00M-4.87M15.76M240.45M311.48M

TransThera Sciences (Nanjing). Inc. Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price10.66
Price Trends
50DMA
10.25
Negative
100DMA
21.89
Negative
200DMA
60.37
Negative
Market Momentum
MACD
-0.43
Negative
RSI
47.27
Neutral
STOCH
46.32
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:2617, the sentiment is Neutral. The current price of 10.66 is above the 20-day moving average (MA) of 9.88, above the 50-day MA of 10.25, and below the 200-day MA of 60.37, indicating a neutral trend. The MACD of -0.43 indicates Negative momentum. The RSI at 47.27 is Neutral, neither overbought nor oversold. The STOCH value of 46.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HK:2617.

TransThera Sciences (Nanjing). Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
HK$62.58B11.05128.12%305.94%
64
Neutral
HK$31.84B32.0720.41%32.63%8.87%
62
Neutral
HK$84.46B-16.79-16.23%0.35%53.48%-120.02%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
52
Neutral
HK$22.37B-15.05-27.40%5.38%16.86%
46
Neutral
HK$33.73B-77.73-7.32%34.83%58.94%
44
Neutral
HK$2.94B-8.32-40.84%-13.84%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:2617
TransThera Sciences (Nanjing). Inc.
10.03
-139.87
-93.31%
HK:1548
Genscript Biotech
39.34
22.28
130.60%
HK:9688
Zai Lab Ltd
20.58
-4.78
-18.85%
HK:9995
RemeGen Co. Ltd. Class H
74.70
-29.20
-28.10%
HK:1877
Shanghai Junshi Biosciences Co., Ltd. Class H
17.31
-14.79
-46.07%
HK:2696
Shanghai Henlius Biotech, Inc. Class H
59.70
-17.90
-23.07%

TransThera Sciences (Nanjing). Inc. Corporate Events

TransThera’s Tinengotinib Secures CSCO Guideline Placement for Advanced Biliary Tract Cancers
Sep 18, 2026
TransThera Sciences has announced that its self-developed multi-target kinase inhibitor YOCHANRA (tinengotinib) has been included as a Class II, Class 2A recommendation in the 2026 Chinese Society of Clinical Oncology guidelines for the diagnosis ...
TransThera Starts Phase II Trial of Tinengotinib Combo in Resistant Prostate Cancer
Sep 18, 2026
TransThera Sciences (Nanjing), Inc., a China-based biopharma company specializing in innovative oncology drugs, is developing tinengotinib, a multi-target kinase inhibitor aimed at solid tumors such as cholangiocarcinoma and prostate cancer. With ...
TransThera Sciences Narrows Interim Loss as Revenue Emerges Amid Rising R&D Spend
Aug 26, 2026
TransThera Sciences (Nanjing), Inc. reported its unaudited interim results for the six months ended 30 June 2026, posting revenue of RMB35.46 million versus no revenue a year earlier and a gross profit of the same amount as no cost of sales was re...
TransThera Sciences Sets Board Meeting to Review Interim Results and Potential Dividend
Aug 14, 2026
TransThera Sciences (Nanjing), Inc. has scheduled a board meeting for 26 August 2026 to review and approve its unaudited consolidated interim results for the six months ended 30 June 2026. The board will also consider the declaration and payment o...
TransThera Wins First China Approval for Yochanra in Advanced Cholangiocarcinoma
Aug 6, 2026
TransThera Sciences (Nanjing) has secured conditional marketing approval in China for its Class 1 new drug Yochanra, or tinengotinib tablets, to treat adult patients with unresectable advanced or metastatic cholangiocarcinoma harboring FGFR2 fusio...
TransThera Grants Over 5.2 Million H-Share Awards and Options to Staff
Jul 24, 2026
TransThera Sciences (Nanjing), Inc. has granted a total of 2,816,900 share awards and 2,442,000 share options, representing 5,258,900 H shares, to 67 employees under its H Share Award Scheme, including allocations to directors Frank Wu and Wu Di. ...
TransThera Wins NMPA Nod for Phase II Lung Cancer Trial of TT-00973 Combo
Jul 10, 2026
TransThera Sciences (Nanjing), Inc. has received approval from China’s National Medical Products Administration to initiate a multi-center, open-label Phase II clinical trial of its novel AXL/FLT3 inhibitor TT-00973 in combination with firmo...
TransThera Completes Global Phase III Enrollment for Tinengotinib in Advanced Cholangiocarcinoma
Jul 1, 2026
TransThera Sciences has completed patient enrollment in a global multicenter, randomized Phase III trial of its lead drug tinengotinib as an oral monotherapy for advanced cholangiocarcinoma with FGFR gene aberrations that has relapsed or become re...
TransThera Wins China Nod for Phase II Trial of Novel BTK Inhibitor in Mantle Cell Lymphoma
Jul 1, 2026
TransThera Sciences (Nanjing), Inc. has received approval from China’s National Medical Products Administration to initiate a Phase II trial of its novel BTK inhibitor TT-01488 in combination with an anti-CD20 monoclonal antibody for mantle ...
TransThera Sciences to Launch Up to RMB100 Million H-Share Buyback
Jun 28, 2026
TransThera Sciences (Nanjing), Inc. has announced a plan to repurchase up to RMB100 million worth of its H shares on the open market under a general mandate granted by shareholders at the 18 June 2026 annual general meeting. The repurchase window ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 03, 2026