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20亿美元交易凸显FGF21靶点价值，东阳光长江药业(01558)创新自研含金量进一步提升
600673GDHEC CO.,LTD(600673) 智通财经网·2025-05-15 03:45

Core Insights - GSK announced an agreement to acquire Boston Pharmaceuticals' asset efimosfermin alfa for up to 2billion,whichisapotentialbest−in−classFGF21long−actinganalogaimedattreatingmetabolicdysfunction−relatedfattyliverdisease(MASH)[1]−TheacquisitionalignswithGSK′sfocusonimmunologyandaimstodeveloppreciseinterventionstohaltandreversediseaseprogressionbasedonadeepunderstandingoffibrosisandauto−inflammation[1]−TheFGF21targethassignificantpotentialinaddressingadvancedstagesoffattyliverdisease,supportedbydatafromhumangeneticsanddiseasephenotyping[1]MarketPerspective−SLDrepresentsasignificantunmetmedicalneed,affectingapproximately52 billion, which is a potential best-in-class FGF21 long-acting analog aimed at treating metabolic dysfunction-related fatty liver disease (MASH) [1] - The acquisition aligns with GSK's focus on immunology and aims to develop precise interventions to halt and reverse disease progression based on a deep understanding of fibrosis and auto-inflammation [1] - The FGF21 target has significant potential in addressing advanced stages of fatty liver disease, supported by data from human genetics and disease phenotyping [1] Market Perspective - SLD represents a significant unmet medical need, affecting approximately 5% of the global population, with limited treatment options available for conditions like MASH and alcoholic liver disease (ALD) [2] - Interventions that reduce moderate to advanced fibrosis could save the U.S. healthcare system between 40 billion to 1trillionoverthenexttwodecadesbypreventingcomplicationssuchascirrhosisandlivercancer[2]−DomesticcompaniesarealsoleadinginFGF21targetresearch,exemplifiedbyDongyangSunshinePharmaceutical′sFGF21/GLP−1dual−specificfusionproteinHEC88473,whichsecureda1 trillion over the next two decades by preventing complications such as cirrhosis and liver cancer [2] - Domestic companies are also leading in FGF21 target research, exemplified by Dongyang Sunshine Pharmaceutical's FGF21/GLP-1 dual-specific fusion protein HEC88473, which secured a 938 million milestone licensing agreement with Apollo Therapeutics [2] Clinical Research and Development - HEC88473, a dual agonist of FGF21 and GLP-1, shows superior activity compared to single therapies and is expected to provide synergistic effects in glucose reduction and weight loss [3] - Clinical studies conducted by Jilin University demonstrated that HEC88473 significantly reduced liver fat content in patients with MASLD and type 2 diabetes (T2DM) after five weeks of treatment, indicating its potential as a new treatment option [3][4] - The research supports the clinical safety and efficacy of GLP-1/FGF21 dual-target agonists in treating MASLD and T2DM, showing comprehensive improvements in metabolic syndrome [3][4]