Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Pag BioPharma-B (02565), which increased over 15% to reach a new high of 37 HKD, driven by the approval of Novo Nordisk's semaglutide for a new indication in the MASH category, boosting interest in the GLP-1 sector [1] - Pag BioPharma is focused on the 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] Group 2 - The Chinese pharmaceutical market is the second largest globally and has the highest number of diabetes patients, projected to reach 164 million by 2030, and an overweight population estimated between 200 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, Pag BioPharma is expected to reshape the domestic T2DM treatment market landscape through its differentiated innovation capabilities and core product, Weipin peptide, which possesses BIC attributes [1] - The article suggests that the intrinsic value of Pag BioPharma is likely to accelerate as it capitalizes on the growing interest in the GLP-1 sector [1]
派格生物医药-B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