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IMPACT Therapeutics, Inc. Class H
(7630)
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Rating:43Neutral
Price Target:
$13.50
Action:Reiterated
Date:09/08/26
The score is primarily held down by weak financial performance: volatile revenue, large and widening losses, negative equity, higher leverage, and ongoing cash burn (despite some improvement in 2025 cash burn vs. 2024). Technicals are mixed (negative MACD and below the 50-day average, but neutral RSI/Stochastic and slightly above the 20-day average). Valuation is also constrained by a negative P/E and no dividend yield data.
Positive Factors
Strong Gross Margin
Consistently high gross margins indicate favorable underlying economics for the company’s products and suggest that developed therapies could retain attractive profitability if revenue scales. This provides a potentially durable foundation for future operating leverage, despite current losses.
Negative Factors
Negative Equity and Rising Debt
Persistent negative equity signals a very limited capital cushion, while the increase in debt raises financial risk and reduces flexibility. This combination can make future funding more difficult and increase reliance on refinancing or potential shareholder dilution.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Gross Margin
Consistently high gross margins indicate favorable underlying economics for the company’s products and suggest that developed therapies could retain attractive profitability if revenue scales. This provides a potentially durable foundation for future operating leverage, despite current losses.
Read all positive factors
IMPACT Therapeutics, Inc. Class H (7630) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$4.40B
Dividend YieldN/A
Average Volume (3M)584.90K
Price to Earnings (P/E)―
Beta (1Y)-1.56
Revenue Growth394.93%
EPS Growth19.95%
CountryHK
Employees88
SectorGeneral
Sector StrengthN/A
IndustryDrug Manufacturers - General
Share Statistics
EPS (TTM)N/A
Shares Outstanding282,461,520
10 Day Avg. Volume483,402
30 Day Avg. Volume584,902
Financial Highlights & Ratios
PEG Ratio2.15
Price to Book (P/B)-10.84
Price to Sales (P/S)278.67
P/FCF Ratio-109.45
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IMPACT Therapeutics, Inc. Class H Business Overview & Revenue Model
Company Description
IMPACT Therapeutics, a biotechnology firm, specializes in the discovery and advancement of precision anti-cancer treatments rooted in synthetic lethality, operating across China and international markets. The company's primary offering, Senaparib ...
IMPACT Therapeutics, Inc. Class H Financial Statement Overview
Summary
Income Statement
18
Very Negative
Balance Sheet
9
Very Negative
Cash Flow
22
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 17.14M | 5.33M | 4.68M | 33.27M |
| Gross Profit | 14.95M | 4.49M | 3.54M | 32.14M |
| EBITDA | -29.13M | -31.42M | -26.86M | -1.60M |
| Net Income | -36.73M | -41.23M | -35.54M | 519.73K |
Balance Sheet | ||||
| Total Assets | 170.16M | 47.86M | 53.26M | 43.65M |
| Cash, Cash Equivalents and Short-Term Investments | 156.99M | 36.99M | 46.59M | 38.95M |
| Total Debt | 623.31K | 123.32M | 118.21M | 0.00 |
| Total Liabilities | 55.85M | 184.92M | 155.18M | 57.10M |
| Stockholders Equity | 114.31M | -137.06M | -101.93M | -13.45M |
Cash Flow | ||||
| Free Cash Flow | -14.16M | -13.57M | -12.28M | 3.06M |
| Operating Cash Flow | -14.10M | -13.36M | -12.05M | 3.10M |
| Investing Cash Flow | -11.05M | 15.68M | -57.18M | 17.68M |
| Financing Cash Flow | 115.35M | 1.92M | 62.55M | 5.59M |
IMPACT Therapeutics, Inc. Class H Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
53 Neutral | HK$13.09B | 351.50 | 0.82% | 1.31% | 38.42% | ― | |
53 Neutral | HK$12.73B | -130.02 | -9.67% | ― | ― | 6.66% | |
48 Neutral | HK$10.60B | -14.61 | -28.15% | ― | -59.39% | -130.04% | |
43 Neutral | HK$4.40B | -15.05 | 323.05% | ― | 394.93% | 19.95% |
* General Sector Average
HK:7630
IMPACT Therapeutics, Inc. Class H
14.19
-27.67
-66.10%
HK:1672
Ascletis Pharma, Inc.
10.29
-3.82
-27.07%
HK:6185
CanSino Biologics, Inc. Class H
28.50
-27.00
-48.65%
HK:9887
Nanjing Leads Biolabs Co., Ltd. Class H
62.20
-3.35
-5.11%
HK:2595
Genfleet Therapeutics (Shanghai), Inc. Class H
27.88
-11.42
-29.06%
HK:1779
LongBio Pharma (Suzhou) Co., Ltd. Class H
114.80
-17.00
-12.90%
IMPACT Therapeutics, Inc. Class H Corporate Events
IMPACT Therapeutics Gains Access to Mainland Investors via Stock Connect
Sep 7, 2026
IMPACT Therapeutics, Inc. announced that its H shares have been included in the list of eligible securities under the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7, 2026. This listing enables qualified Mai...
IMPACT Therapeutics CEO Boosts Stake in Hong Kong–Listed Biopharma Group
Sep 3, 2026
IMPACT Therapeutics’ chief executive officer and executive director, Dr. Sui Xiong Cai, has increased his stake in the Hong Kong–listed biopharmaceutical company by purchasing 100,000 shares on the open market at an average price of ab...
IMPACT Therapeutics Narrows Loss and Strikes Global Senaparib Deal
Aug 31, 2026
IMPACT Therapeutics reported a sharp improvement in interim financial performance for the six months ended June 30, 2026, with revenue rising to RMB105.19 million and its period loss narrowing by 29.5% year on year. The company’s adjusted ne...
IMPACT Therapeutics to Join Hang Seng Composite Index, Bolstering Market Reach
Aug 24, 2026
IMPACT Therapeutics, Inc., a Hong Kong-listed biotechnology company focused on synthetic lethality-based precision oncology, has developed a broad portfolio of PARP inhibitors and other targeted cancer therapies around an integrated RD platform. I...
IMPACT Therapeutics Sets Date to Approve Interim 2026 Results
Aug 19, 2026
IMPACT Therapeutics, Inc. has scheduled a board meeting for August 31, 2026 to review and approve the unaudited interim results for the six months ended June 30, 2026. The planned publication of these interim figures will provide investors and oth...
IMPACT Therapeutics Advances First PROTAC Candidate IMP2794 for KAT6A-Driven Cancers
Aug 12, 2026
IMPACT Therapeutics has nominated IMP2794 as its first preclinical candidate derived from its proprietary targeted protein degradation platform, marking a key milestone in the company’s push into next-generation oncology therapeutics. The KA...
IMPACT Therapeutics Narrows Loss as Senaparib Commercialization Fuels Revenue Surge
Aug 11, 2026
IMPACT Therapeutics, Inc. reported a sharp rise in first-half 2026 revenue, projecting between RMB94.7 million and RMB115.7 million, driven by the accelerated commercialization of its cancer drug senaparib after inclusion in China’s National...
IMPACT Therapeutics Sets Out Governance Framework for New Audit Committee
Jul 31, 2026
IMPACT Therapeutics, Inc. operates in the biopharmaceutical sector and is governed by a board structure aligned with Chinese company law and Hong Kong listing requirements. The company’s H-share listing on the Hong Kong Stock Exchange subjec...
IMPACT Therapeutics Strikes EUR423.5 Million Global Senaparib Deal With Pharmanovia
Jul 30, 2026
IMPACT Therapeutics has entered an exclusive licensing partnership with global specialty pharmaceutical firm Pharmanovia, granting it rights to manufacture, develop and commercialise senaparib for maintenance monotherapy in advanced epithelial hig...
IMPACT Therapeutics Shareholders Back Incentive Plan and Governance Changes
Jul 27, 2026
Shareholders of IMPACT Therapeutics, Inc. approved all special resolutions at the first extraordinary general meeting of 2026 held in Shanghai, with about 65.59% of the company’s H shares represented. The meeting endorsed the adoption of a S...
IMPACT Therapeutics Unveils First Dual-Payload ADC Preclinical Candidate IMP3201
Jul 26, 2026
IMPACT Therapeutics has nominated IMP3201 as a pre-clinical candidate, a first-in-class CEACAM5-targeted dual-payload antibody-drug conjugate discovered using its proprietary branched linker dual-payload ADC technology platform. The drug combines ...
IMPACT Therapeutics Showcases PARP Pipeline Data Ahead of Expected EU Push
Jul 19, 2026
IMPACT Therapeutics announced that new clinical data from three key pipeline programs—senaparib, IMP1734 and IMP1707—have been accepted for poster presentation at the 2026 European Society for Medical Oncology Congress in Madrid. The p...
IMPACT Therapeutics Calls Extraordinary Meeting on Share Scheme and Governance Changes
Jul 10, 2026
IMPACT Therapeutics, Inc. has called a first extraordinary general meeting for July 27, 2026 in Shanghai to seek shareholder approval for a new Share Award Scheme and related board authorizations. The meeting will also consider amendments to the A...
IMPACT Therapeutics Plans New Share Award Scheme to Align Staff and Shareholder Interests
Jul 10, 2026
IMPACT Therapeutics, Inc. has proposed the adoption of a share award scheme funded by internal resources, using existing H shares acquired by a trustee on-market or off-exchange to reward eligible participants. The scheme aims to recognize contrib...
IMPACT Therapeutics Sets Date and Shareholder Rules for 2026 Extraordinary Meeting
Jul 8, 2026
IMPACT Therapeutics, Inc. has announced plans to convene its first extraordinary general meeting of 2026 on July 27 in Hong Kong, with the shareholder register to be closed from July 22 to July 27 to determine eligibility to attend and vote. Share...
IMPACT Therapeutics Wins Strong Shareholder Backing for AGM Resolutions and Capital Mandates
Jun 25, 2026
IMPACT Therapeutics, Inc. reported that shareholders overwhelmingly approved all ordinary and special resolutions at its annual general meeting held in Shanghai on June 25, 2026, including the 2025 board work report, financial statements, profit d...
IMPACT Therapeutics Ends Share Stabilization, Confirms Public Float Compliance
Jun 8, 2026
IMPACT Therapeutics said the stabilization period for its recent global offering of H shares ended on June 7, 2026, with Goldman Sachs (Asia) acting as stabilizing manager. During this period, the company made over-allocations of 6,296,400 H share...
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.