Should Kelun-Biotech’s MediLink Settlement and 2026 Framework Deals Reshape SEHK:6990’s Operating Playbook?

• Sichuan Kelun-Biotech Biopharmaceutical has called an extraordinary general meeting for 31 December 2025 to approve several 2026 framework agreements covering promotional services, auxiliary R&D support, and procurement and sale of equipment and materials, while also settling trade secret and civil litigation disputes with MediLink Therapeutics through a profit- and income-sharing arrangement.
• By simultaneously formalising future operating relationships and removing legal uncertainty via the MediLink settlement, the company is tightening its commercial ecosystem and clarifying how value from certain biopharmaceutical products will be shared.
• We will now examine how the MediLink settlement and new 2026 framework agreements shape Sichuan Kelun-Biotech Biopharmaceutical’s investment narrative.

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What Is Sichuan Kelun-Biotech Biopharmaceutical's Investment Narrative?

To own Sichuan Kelun-Biotech Biopharmaceutical, you really have to believe in its ability to translate a differentiated ADC pipeline and global partnerships into sustained, profitable growth, despite current losses and a high price-to-book multiple. The recent MediLink settlement helps on the risk side by cutting legal overhang and potential costs, while the 2026 framework agreements suggest a more integrated, recurring-operational setup around promotion, R&D support and procurement. In the near term, though, the bigger catalysts still look tied to execution on the Crescent collaboration and further clinical and regulatory milestones, rather than these corporate arrangements themselves, and the share price pullback over the last quarter hints that expectations were already quite full. For now, the news mainly tidies the story rather than redefining it.

However, one operational risk in particular is easy to underestimate at first glance. Despite retreating, Sichuan Kelun-Biotech Biopharmaceutical's shares might still be trading 37% above their fair value. Discover the potential downside here.

Exploring Other Perspectives

The Simply Wall St Community currently has a single fair value estimate of HK$532.56, so you are effectively comparing your own view against one articulated benchmark. Set against the recent legal clean up and framework agreements, this underlines how much hinges on whether you think Kelun-Biotech can convert its partnerships into real operating momentum.

Explore another fair value estimate on Sichuan Kelun-Biotech Biopharmaceutical - why the stock might be worth just HK$532.56!

Build Your Own Sichuan Kelun-Biotech Biopharmaceutical Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Sichuan Kelun-Biotech Biopharmaceutical research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Sichuan Kelun-Biotech Biopharmaceutical research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sichuan Kelun-Biotech Biopharmaceutical's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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