港股创新药概念股震荡走弱，歌礼制药-B跌近8%，诺诚健华跌超6%，复星医药、中国生物制药、石四 药集团纷纷下挫。 ...

Core Viewpoint - The article highlights the positive market response to the announcement by Gilead Sciences-B (01672) regarding its long-acting subcutaneous formulation ASC30 for weight management, which shows a promising 75-day apparent half-life in obese subjects, indicating potential for quarterly dosing in the future [1] Company Developments - Gilead Sciences' stock rose over 4%, reaching HKD 11.63 with a trading volume of HKD 37.09 million following the announcement [1] - The ASC30 formulation is developed using Gilead's Ultra Long-Acting Pharmaceutical (ULAP) platform, showcasing the company's innovation in drug development for obesity management [1] Clinical Trials and Future Prospects - Gilead's major shareholder has committed to a voluntary lock-up, agreeing not to sell any shares before the release of three key clinical data points: 1. Topline data from the U.S. Phase I clinical study of ASC47 combined with semaglutide, expected by the end of September 2025 2. Topline data from the U.S. 13-week Phase IIa clinical study of ASC30 oral tablets in overweight or obese subjects, expected by December 2025 3. Topline data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, expected by December 2025 [1]

Core Viewpoint - The stock of Gilead Sciences-B (01672) rose over 4% following the announcement of promising clinical data for its long-acting GLP-1R agonist ASC30, indicating potential for quarterly dosing in weight management [1] Group 1: Clinical Developments - Gilead announced that its small molecule GLP-1R agonist ASC30 has shown a 75-day apparent half-life in obese subjects, suggesting a long-term weight management solution [1] - The ASC30 formulation is developed using Gilead's Ultra Long-Acting Drug Development Platform (ULAP) [1] Group 2: Shareholder Commitments - Gilead's controlling shareholder has made a voluntary lock-up commitment, agreeing not to sell any shares before the release of three key clinical data points [1] - The three data points include: 1. Topline data from the U.S. Phase I clinical study of ASC47 combined with semaglutide, expected by the end of September 2025 [1] 2. Topline data from the U.S. 13-week Phase IIa clinical study of ASC30 oral tablets in overweight or obese subjects, expected by December 2025 [1] 3. Topline data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, expected by December 2025 [1]

Group 1 - Company Gilead Sciences-B (01672) announced the issuance of 421 shares on September 12, 2025, due to eligible participants exercising stock options under the stock option plan adopted on June 6, 2019 [1] - The issuance price for each share is set at HKD 2.9 [1]

智通财经APP讯，歌礼制药-B(01672)公布，由于合资格参与者根据公司于2019年6月6日采纳的购股权计 划行使购股权，公司于2025年9月12日发行421股股份，每股发行价2.9港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 歌禮製藥有限公司 呈交日期： 2025年9月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 FF305 第 2 頁 共 6 頁 v 1.3.0 FF305 確認 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | ...

Core Viewpoint - The article highlights the successful development of ASC30, a long-acting subcutaneous formulation of a small molecule GLP-1 receptor agonist by the company, which shows promise for quarterly dosing in obesity management, addressing an unmet need in long-term weight management [2][5]. Group 1: Product Development - ASC30 is the first and currently the only investigational small molecule GLP-1 receptor agonist that can be developed as an oral tablet taken once daily or a subcutaneous formulation administered monthly or quarterly [5]. - The clinical study in the U.S. demonstrated a 75-day half-life for ASC30, indicating its potential for less frequent dosing [2]. - The treatment showed good tolerability with only mild gastrointestinal reactions, which may enhance patient compliance and quality of life [2]. Group 2: Company Overview - The company focuses on innovative therapies for chronic diseases, particularly in the development of small molecule drugs aimed at sustainable weight control [6]. - ASC30 is a new chemical entity (NCE) with compound patent protection in the U.S. and globally until 2044, excluding any patent extensions [5].

Core Viewpoint - The stock of Gilead Sciences-B (01672) rose over 5% in early trading, driven by the announcement of a voluntary lock-up commitment from the controlling shareholder, which will prevent the sale of shares until key clinical data is released [1] Group 1: Clinical Trials and Data - Gilead Sciences announced that the controlling shareholder will not sell any company shares before the release of three key clinical data points: 1. Top-line data from the U.S. Phase I clinical trial of ASC47 combined with semaglutide in obese subjects, expected by the end of September 2025 2. Top-line data from the U.S. 13-week Phase IIa clinical trial of ASC30 oral tablets in obese or overweight subjects, expected by December 2025 3. Top-line data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, expected by December 2025 [1][1][1] Group 2: Drug Development and Potential - The company recently announced that the small molecule GLP-1R agonist ASC30 demonstrated an apparent half-life of 75 days in obese subjects, indicating the potential for developing a long-term weight management solution with quarterly dosing [1][1] - ASC30 is developed using Gilead's Ultra-Long-Acting Drug Development Platform (ULAP), and the company has multiple pipelines relying on this platform to develop long-acting formulations, which may meet various clinical needs [1][1]

Core Viewpoint - The stock of Gilead Sciences-B (01672) rose over 5% in early trading, currently up 3.95% at HKD 11.85, with a trading volume of HKD 36.6973 million, following the announcement of a voluntary lock-up commitment by the controlling shareholder before key clinical data releases [1] Group 1: Clinical Trials and Data Releases - The controlling shareholder has committed not to sell any shares before the release of three key clinical data points: 1. Topline data from the U.S. Phase I clinical study of ASC47 combined with semaglutide in obese subjects, expected by the end of September 2025 2. Topline data from the U.S. 13-week Phase IIa clinical study of ASC30 oral tablets in obese or overweight subjects, expected by December 2025 3. Topline data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, expected by December 2025 [1][1][1] Group 2: Drug Development and Potential - The company recently announced that the small molecule GLP-1R agonist ASC30 has shown an apparent half-life of 75 days in obese subjects, indicating the potential for developing a long-term weight management solution with quarterly dosing [1][1] - ASC30 is developed using the company's ultra-long-acting drug development platform (ULAP), and the company has multiple pipelines relying on this platform to develop long-acting formulations, which may meet various clinical needs [1][1]

Core Viewpoint - The announcement from the company reflects a strong commitment to its long-term value and future prospects, as demonstrated by the voluntary shareholding commitment from key executives [1] Group 1: Shareholder Commitment - Dr. Wu Jinzi and He Jingdao have voluntarily committed not to sell or pledge any shares they control until the release of three key clinical trial data points [1] - The three clinical data readouts include: (i) top-line data from the U.S. Phase I clinical study of ASC47 combined with semaglutide, expected by the end of September 2025; (ii) top-line data from the U.S. 13-week Phase IIa clinical study of ASC30 oral tablets in overweight or obese subjects, expected by December 2025; and (iii) top-line data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, also expected by December 2025 [1] - As of the announcement date, the total number of voluntarily locked-up shares held by Dr. Wu and his wife amounts to 576 million shares, representing approximately 58.03% of the company's existing issued share capital (excluding treasury shares) [1]