IMPACT THERAP-B (07630) is expected to incur a mid-term loss of approximately 81.7 million to 99.9 million yuan, a year-on-year decrease of about 22% to 37%.

IMPACT THERAP-B (07630) announced that, based on the board's preliminary assessment of the group's unaudited consolidated management accounts for the six months ending June 30, 2026 (the relevant period) and the information currently available to the board, the group expects to achieve the following during the relevant period: revenue of approximately RMB 94.7 million to RMB 116 million, an increase of about 276% to 359% compared to approximately RMB 25.2 million for the six months ending June 30, 2025 (the same period); and a loss of approximately RMB 81.7 million to RMB 99.9 million during the period, a decrease of about 37% to 22% compared to approximately RMB 129 million for the same period. The expected changes are primarily attributed to: (i) an increase in revenue, driven by the inclusion of Senaparib in the national medical insurance drug list at the beginning of 2026, which has accelerated its commercialization process, significantly expanded patient access to medication, and led to substantial sales growth; (ii) recognized licensing income during the relevant period, which is derived from milestone payments received under the collaboration agreement with Eikon Therapeutics, Inc. regarding IMP1734 and other PARP1 selective inhibitors, arising from IMP1734 entering Phase II clinical trials; and (iii) a reduction in interest on common stock redemption liabilities (due to the termination of the company's common stock redemption liabilities, which is of a one-time nature), resulting in a narrowing of the loss.