HUADONG MEDICINE(000963) 证券时报网·2025-05-12 15:18Core Viewpoint - The announcement highlights the promising results of the clinical trial for DR10624, a novel long-acting triple agonist developed by Zhejiang Daor Biotechnology, a subsidiary of Huadong Medicine, for treating obesity with hypertriglyceridemia, showcasing significant efficacy in reducing liver fat and improving metabolic parameters [1][2][3]. Group 1: Clinical Trial Results - DR10624 demonstrated significant reductions in liver fat content (LFC) after 12 weeks, with relative decreases of 51.9%, 77.8%, 79.0%, and 75.8% across different dosage groups compared to a placebo group reduction of 26.3% [2]. - All dosage groups of DR10624 showed statistically significant reductions in fasting triglycerides (TG) compared to the placebo [2]. - The drug also improved insulin sensitivity, with HOMA-IR reductions of -42.7% and -35.9% for the 50mg and 75mg groups, respectively, while the placebo group showed an increase of +5.77% [2]. Group 2: Drug Development and Future Prospects - The clinical trial results support the potential of DR10624 in treating severe hypertriglyceridemia and metabolic-associated fatty liver diseases [3]. - DR10624 is currently undergoing Phase II clinical trials in China for treating metabolic-associated fatty liver disease with high fibrosis risk and alcohol-related fatty liver disease, with the first subject enrolled by April 2025 [3]. - A separate Phase II trial for DR10624 in treating severe hypertriglyceridemia has completed patient enrollment, with topline results expected in Q3 2025 [3]. Group 3: Company R&D Investment - Huadong Medicine has increased its R&D investment, with a reported 2024 expenditure of 2.678 billion yuan, a 16.77% year-on-year increase, and direct R&D spending accounting for 12.91% of pharmaceutical industrial revenue [4]. - The company is actively integrating AI technology to enhance drug development and production efficiency [4]. - The release of clinical data for DR10624 marks a significant advancement in the product's development and strengthens the company's competitive position in the endocrine treatment sector [4].