智通财经APP获悉，创新药投资主线GLP-1赛道再度迎来标志性事件——派格生物(02565)自主研发的周 制剂GLP-1RA维培那肽(派达康®)正式获中国国家药监局批准上市，用于治疗2型糖尿病(T2DM)。这不 仅是一则新药获批消息，更可能是派格生物投资价值的关键转折点，值得投资者高度关注。 当前市场对GLP-1赛道的认知正在经历一场深刻的迭代。最初约500亿美元的市场规模预测，在重新评 估其覆盖的庞大患者群体、长期用药特性及持续拓展的临床获益后，正被全面上修至1500亿美元量级， 约合人民币超1万亿元量级。 这一认知升级主要基于三个维度：其一，目标患者群体的规模远超早期预测;其二，慢性疾病需要长期 管理的特点确保了持续的治疗需求;其三，药物在降糖、减重之外的额外临床价值不断得到验证。这三 个因素共同构成了市场空间被大幅重估的核心逻辑。 在全球范围内，这一赛道正展现出前所未有的增长动能。派格生物所对标的美股企业——礼来 (LLY.US)，正是这一趋势的绝佳例证。礼来专注于以研发为基础，致力于创新药物的开发，业务覆盖 糖尿病、体重管理、肿瘤和神经科学等多个关键治疗领域。作为一家全球领先制药公司，礼来在代谢疾 病 ...

每经AI快讯，派格生物医药-B(02565.HK)最高涨超15%，截至发稿，涨6.29%，报56.65港元，成交额 994.16万港元。 ...

Company Highlights - The stock of Pag Pharmaceutical-B (02565) rose over 15% at its peak and is currently up 6.29%, trading at HKD 56.65 with a transaction volume of HKD 9.9416 million [1] - Pag Pharmaceutical announced a licensing agreement with PDC FZ-LLC for the exclusive development, distribution, marketing, and commercialization of its core product Visepegenatide (PB-119) in the Middle East and Africa [1] - Visepegenatide (PB-119) is a self-developed GLP-1 receptor agonist designed for weekly subcutaneous injection, aimed at treating type 2 diabetes and weight management [1] - The company believes that this collaboration will leverage PDC's local advantages to expedite the development, registration, and commercialization of Visepegenatide (PB-119) in the targeted regions, creating long-term value and hope for global metabolic disease patients [1] Industry Insights - According to the International Diabetes Federation (IDF), the diabetes prevalence rate among adults in the Middle East and North Africa is 16.2%, the highest globally [2] - The digestive and metabolic drug market, which includes diabetes treatment medications, is the largest therapeutic area in the region, accounting for 20.4% of the market share, with a significant growth of 22.1% expected in Q1 2025 [2] - The global weight management drug market has grown from USD 99.7 billion in 2020 to an estimated USD 112.8 billion by 2024, with a compound annual growth rate (CAGR) of 3.1%, projected to reach USD 277.4 billion by 2034 [2] - The demand for weight management drugs in the Middle East and Africa is expected to be the highest globally, potentially reaching a scale of USD 10 billion by 2034 [2]

Company Overview - Pagoda Biopharma-B (02565) experienced a maximum increase of over 15%, currently up 6.29% at HKD 56.65, with a trading volume of HKD 9.9416 million [1] - The company granted exclusive licensing rights to PDC FZ-LLC for the development, distribution, marketing, and commercialization of its core product Visepegenatide (PB-119) in the Middle East and Africa [1] - Visepegenatide (PB-119) is a weekly subcutaneous GLP-1 receptor agonist designed for the treatment of type 2 diabetes and weight management [1] Industry Insights - The adult diabetes prevalence rate in the Middle East and North Africa is as high as 16.2%, the highest globally [2] - The digestive and metabolic drug market, including diabetes treatment drugs, is the largest therapeutic area in the region, accounting for 20.4% market share, with a significant growth of 22.1% expected in Q1 2025 [2] - The global weight management drug market is projected to grow from USD 99.7 billion in 2020 to USD 112.8 billion by 2024, with a compound annual growth rate of 3.1%, and is expected to reach USD 277.4 billion by 2034 [2] - The demand for weight management drugs in the Middle East and Africa is anticipated to be the highest globally, potentially reaching a scale of USD 10 billion by 2034 [2]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 派格生物醫藥 ( 杭州 ) 股份有限公司 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02565 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 279,164,339 | RMB | | 1 RMB | | 279,164,339 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 279,164,339 | RMB | | 1 RMB | | 279,164,339 | | 2. 股份分類 | 普 ...

Core Insights - The article discusses the strategic decision by the company to voluntarily dissolve its non-wholly owned subsidiary, Shanghai Maiji Biopharmaceutical Technology Co., Ltd., to focus on core product lines amid increasing competition and resource constraints [5] - The company is advancing its key product PB-119, a long-acting GLP-1 receptor agonist, which has received acceptance for its new drug application for the treatment of type 2 diabetes by the National Medical Products Administration in September 2023 [7] - The company has also signed a collaboration agreement with PDC FZ-LLC for the exclusive development and commercialization of PB-119 in the Middle East and Africa [9] Company Strategy - The dissolution of Shanghai Maiji is seen as a proactive adjustment to concentrate resources on core projects, particularly in the metabolic and weight loss treatment sectors [5] - The company aims to enhance its product matrix centered around PB-119, which is positioned as a first-line treatment for type 2 diabetes and obesity [7] Product Development - PB-119 is designed to be administered once weekly, simplifying the clinical administration process and potentially improving patient compliance [7] - The company is also developing PB-718, a long-acting GLP-1/GCG dual receptor agonist targeting obesity and NASH, with plans for clinical trials in China [9][10]

Core Viewpoint - The company has voluntarily applied for the dissolution of its non-wholly owned subsidiary, Shanghai Maiji Biotechnology Co., Ltd., to focus on its core business and streamline operations [1] Company Summary - Shanghai Maiji was established on June 26, 2017, in China and engaged in the research and development of GLP-2, a peptide hormone involved in gut function and metabolism [1] - The decision for dissolution was made based on a shareholder resolution dated October 11, 2025, and is in accordance with Chinese law [1] - The board believes that the dissolution will not adversely affect the overall business operations and financial condition of the company or the group [1] Management Information - Michael Min Xu, the company's chairman, executive director, and general manager, is also an executive director of Shanghai Maiji, and the announcement serves to provide updated information about him as per the Hong Kong Stock Exchange Listing Rules [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 PegBio Co., Ltd. 派格生物醫藥（杭州）股份有限公司 由於本公司董事長、執行董事兼總經理Michael Min XU博士（「徐博士」）為上海邁 跡的執行董事，故作出本公告亦旨在根據《香港聯合交易所有限公司證券上市規 則》第13.51(2)(l)條及13.51B(2)條的規定提供徐博士的最新資料。 除上文所披露者外，並無有關上述事宜的其他資料須敦請本公司股東垂注。 承董事會命 派格生物醫藥（杭州）股份有限公司 Michael Min XU 董事長、執行董事兼總經理 香港，2025年11月3日 於本公告日期，本公司董事會包括：(i)執行董事Michael Min XU博士及王小軍女 士；(ii)非執行董事Xiangjun ZHOU博士、徐宇虹博士、翟婷女士及李宏凱先生； 以及(iii)獨立非執行董事Jiancun ZHANG博士、陳秧秧博士及范新鵬女士。 （於中華人民共和國註冊成立的股份有限公司 ...

Core Viewpoint - The stock of Pagoda Biopharma-B (02565) surged over 20% following the announcement of a strategic partnership with UAE-based PDC FZ-LLC for the development and commercialization of its core product, Visepegenatide (PB-119), in the Middle East and Africa [1] Company Summary - Pagoda Biopharma's stock reached a new high of 62.25 HKD, with a current trading price of 60.3 HKD and a trading volume of 30.23 million HKD [1] - The strategic partnership with PDC FZ-LLC marks a significant step in Pagoda Biopharma's global commercialization strategy [1] Product Summary - Visepegenatide (PB-119) is a GLP-1 receptor agonist developed by Pagoda Biopharma, designed for weekly subcutaneous injection to treat type 2 diabetes and assist in weight management [1] - The prevalence of diabetes in the Middle East and North Africa is notably high, with a rate of 16.2% among adults, the highest globally, indicating a substantial market opportunity for Visepegenatide [1]

Core Viewpoint - The stock of Peijia Medical (02565) surged over 20% to a new high of HKD 62.25 following the announcement of a strategic partnership with UAE-based PDC FZ-LLC for the commercialization of its core product Visepegenatide (PB-119) in the Middle East and Africa [1] Company Summary - Peijia Medical's stock rose by 16.51% to HKD 60.3 with a trading volume of HKD 30.23 million [1] - The strategic partnership with PDC FZ-LLC grants exclusive rights for the development, distribution, marketing, and commercialization of Visepegenatide (PB-119) in the Middle East and Africa [1] - This collaboration represents a significant step in Peijia Medical's global commercialization strategy [1] Product Summary - Visepegenatide (PB-119) is a self-developed GLP-1 receptor agonist administered via weekly subcutaneous injection, aimed at treating type 2 diabetes and weight management [1] - The prevalence of diabetes among adults in the Middle East and North Africa is reported at 16.2%, the highest globally, indicating a substantial market opportunity for Visepegenatide [1] - The partnership is expected to accelerate the availability of this innovative therapy to address unmet medical needs in the region [1]