Core Viewpoint - The stock of Pagoda Biopharma-B (02565) has surged over 15%, reaching a new high of 37 HKD, driven by the approval of Novo Nordisk's semaglutide for a new indication, which has heightened interest in the GLP-1 sector [1] Company Summary - Pagoda Biopharma is a biotechnology company focused on the independent research and development of innovative therapies for chronic diseases, with six drugs in the pipeline, four of which are related to GLP-1 drugs targeting obesity, overweight, and diabetes [1] - The most promising product for commercialization is PB-119, a GLP-1 receptor agonist aimed at weight loss [1] Industry Summary - China is the second-largest pharmaceutical market globally and has the largest population of diabetes (projected to reach 164 million by 2030) and overweight individuals (estimated to be between 200 million to 250 million by 2030), making it a strategic battleground for global pharmaceutical giants and local companies [1] - With the continuous release of market potential, Pagoda Biopharma is expected to reshape the domestic T2DM treatment market landscape through its differentiated innovation capabilities and core product, Vepaglutide [1]
港股异动 | 派格生物医药-B(02565)再涨超15%创上市新高 GLP-1板块热度升温 公司内在价值有望加速释放