Shares of METIS TECHBIO-P (07666) extended their rally, climbing more than 6% earlier in the session. At the time of writing, the stock was up 5.01% at HK$17.62, with turnover reaching HK$72.43 million.

On the news front, recent market reports indicate that Anthropic has established a wet laboratory in the San Francisco Bay Area, extending biological research from computer simulations to real-world experiments, and is exploring the use of Claude instruction robots to conduct experiments. According to Soochow Securities, global technology giants are embedding themselves into biomedicine through various distinct pathways, marking the entry of AI-driven drug development into a strategic positioning phase. The integration of dry and wet laboratory workflows forms the core operational logic of AIDD, and wet experiments remain irreplaceable. BOC International believes that experimental validation is a crucial component for the long-term value creation of the AI pharmaceutical supply chain, and the expansion of validation demand is expected to drive synchronized growth in upstream research services such as gene synthesis and protein reagents.

It is worth noting that in the first half of the year, the commercialization achievements of METIS TECHBIO's NanoForge entered a concentrated release period. During this period, revenue surpassed RMB 154 million, exceeding 47% of the company's total revenue for the entire previous year. Since launching the world's first AI nanodelivery platform, NanoForge, METIS TECHBIO's pioneering "dry experiment + wet experiment + intelligent agent" research paradigm has comprehensively covered the complete chain of AI protein generation, in vivo delivery technology, and next-generation immunotherapy development. This has established a continuous learning R&D loop and a moat in nanodelivery data, enabling sustained breakthroughs in extrahepatic delivery and providing foundational support for the exploration of AI-precision delivery and cell programming.