TransThera Sciences (Nanjing), Inc (2617) Fair Value & Analysis
Healthcare · HK · Market cap HK$5.1B
Fair value as of: Jul 5, 2026
From 1 valuation models · updated 37 days ago
Fair value updated Jul 5, 2026, revised from HK$1.12 to HK$6.35 (+467.0%) since Jul 2, 2026. Share price +2.9% over the past month.
Below-average quality, and screening another 41% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (HK$7.92). The favourable scenario is already priced in.
- Weak quality (44/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range (HK$4.16 to HK$7.92) leaves room in how you read the outcome.
Price vs Fair Value (14 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 5, 2026.
How to read this chart
14‑month range HK$9.10 – HK$415.00 · fair‑value band HK$4.16 – HK$7.92 · the HK$10.75 price screens above the HK$6.35 fair value. As of Jul 5, 2026.
Analysis
TransThera Sciences (Nanjing), Inc (2617) currently trades at HK$10.75, while our model-based Fair Value estimate is HK$6.35, implying the stock looks roughly 40.9% overvalued today. The Quality Score stands at 44/100 (below-average quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
It earns a return on equity of -62.9%. The balance sheet holds a net cash position of HK$414M. Fundamentals as of Jul 5, 2026
Our scenario range runs from HK$4.16 (bear case) to HK$7.92 (bull case); at HK$10.75, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Healthcare peers we cover trades at -43% fair-value upside, at -41%, 2617 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 1 models by family
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Key figures & financial health
Figures from reported company fundamentals · as of Jul 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 47 · Market factors (momentum, volatility) 0
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
TransThera Sciences (Nanjing), Inc., clinical stage pharmaceutical company company, discovers, develops, and commercializes small molecule therapies for oncology, inflammatory, and cardiometabolic diseases.
Full company description
TransThera Sciences (Nanjing), Inc., clinical stage pharmaceutical company company, discovers, develops, and commercializes small molecule therapies for oncology, inflammatory, and cardiometabolic diseases. The company provides Tinengotinib (TT-00420), a multi-kinase inhibitor that is in clinical stage for the treatment of recurrent or refractory drug-resistant solid tumors. It also develops TT-00973, a kinase inhibitor for treating various cancers; TT-01488, a BTK inhibitor for the treatment of B-cell lymphoma; TT-01688, an oral S1P1 modulator for treating various inflammatory diseases; TT-00920, an oral PDE9 inhibitor used for treating central nervous system diseases; TT-01025, an oral irreversible VAP-1 inhibitor designed for the treatment of NASH; and TT-02332, a NLRP3 inhibitor for metabolic and inflammatory diseases. The company has a collaboration with Neurocrine Biosciences, Inc. to develop NLRP3 inhibitors for multiple disease; and Akeso, Inc. for the treatment of hepatocellular carcinoma. TransThera Sciences (Nanjing), Inc. was formerly known as Nanjing TransThera Biosciences Co. Ltd. and changed its name to TransThera Sciences (Nanjing), Inc. in July 2021. The company was incorporated in 2014 and is headquartered in Nanjing, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2020 – FY2025 · reported fiscal years
TransThera Sciences (Nanjing), Inc reported revenue of HK$0 in FY2025 versus HK$61.8M in FY2020. Reported net income was −HK$296M in FY2025.
2617 screens 41% overvalued. Compare with Vertex Pharmaceuticals Incorporated →
Peer Group
Biotechnology · 604 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Biotechnology median · lower = cheaper
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Biotechnology stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Vertex Pharmaceuticals Incorporated VRTX | $486.03 | $278.78 | -43% |
| Regeneron Pharmaceuticals, Inc REGN | $664.45 | $594.40 | -11% |
| Samsung Biologics Co 207940 | 1,368,000 KRW | 1,091,384 KRW | -20% |
| Celltrion, Inc 068270 | 175,800 KRW | 76,325 KRW | -57% |
| WuXi Biologics (Cayman) Inc 2269 | HK$39.54 | HK$30.42 | -23% |
| Innovent Biologics, Inc 1801 | HK$86.70 | HK$19.66 | -77% |
| Sino Biopharmaceutical Limited 1177 | HK$5.26 | HK$3.36 | -36% |
| RemeGen Co 688331 | ¥134.45 | ¥23.19 | -83% |
| ALTEOGEN Inc 196170 | 276,500 KRW | 44,444 KRW | -84% |
| Biocon Limited BIOCON | ₹440.70 | ₹57.36 | -87% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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