Core Viewpoint - The stock of Gilead Sciences-B (01672) increased by over 5%, currently trading at 10.88 HKD with a transaction volume of 92.59 million HKD, following the announcement of positive results from its ASC30 oral GLP-1R agonist study [1] Group 1: Clinical Trial Results - Gilead announced that at the 61st European Association for the Study of Diabetes (EASD) conference in Vienna, it reported results from its ASC30 oral GLP-1R agonist 28-day multiple dose escalation study [1] - The ASC30 oral tablet showed an average weight loss of up to 6.5% after 28 days of treatment, adjusted for placebo [1] - The efficacy of ASC30 is attributed to its higher oral drug exposure, with good safety and tolerability, experiencing only mild to moderate gastrointestinal adverse events [1] Group 2: Future Catalysts - Dongwu Securities noted that Gilead has several catalysts in the second half of the year, with multiple important clinical data expected to be disclosed [1] - The firm anticipates that by Q4 2025, Gilead will read out phase II topline data for ASC30 oral, phase I data for ASC47, and phase I data for ASC50, with phase II topline data for ASC30 subcutaneous expected in Q1 2026 [1] - The company plans to submit 2-3 new IND applications to the FDA for its pipeline, including a dual-target peptide weight loss program, within the next 6-9 months [1]
歌礼制药-B涨超5% ASC30展现优越疗效及安全性数据 公司下半年催化剂较多