Core Viewpoint - Pfizer has successfully completed the acquisition of Metsera for approximately $9.2 billion, gaining access to key assets MET-097i and MET-233i, indicating a strategic move in the long-acting weight loss and diabetes treatment market [1] Company Developments - The stock price of Gilead Sciences-B (01672) has increased by 6.25%, reaching HKD 14.46, with a trading volume of HKD 39.59 million [1] - Gilead has developed a subcutaneous reservoir technology platform (ULAP) for long-acting weight loss drugs, positioning itself in the competitive landscape of obesity and diabetes treatments [1] Industry Trends - Eli Lilly and Novo Nordisk are also actively pursuing long-acting platforms, having formed strategic partnerships with Camurus and Ascendis to develop long-acting weight loss and diabetes products by 2025 [1] - Open Source Securities predicts that the value of long-acting pipelines and technology platforms will become more apparent as clinical data is disclosed, suggesting that long-acting therapies will be a key differentiator in the weight loss and diabetes treatment market [1] - Various technologies such as antibody-drug conjugates, fatty acid end-modification, and subcutaneous reservoir sustained-release methods are expected to enable long-acting drug delivery [1]
港股异动 | 歌礼制药-B(01672)现涨超6% 药企积极布局超长效新疗法 公司已有ULAP技术平台