Group 1 - The core point of the article highlights the significant acquisition by Pfizer of Metsera for approximately $9.2 billion, which includes key assets MET-097i and MET-233i [1] - The article mentions that Eli Lilly and Novo Nordisk are also actively developing long-acting platforms, with strategic collaborations established with Camurus and Ascendis by 2025 to utilize their FluidCrystal and TransCon subcutaneous depot technologies for developing long-acting weight loss and glucose-lowering products [1] - Open Source Securities reports that as more clinical data is disclosed, the value of long-acting pipelines and technology platforms will become increasingly evident, predicting that new long-acting therapies will represent the most differentiated competitive direction in the weight loss and glucose-lowering market [1] Group 2 - The article notes that various technologies such as antibody-drug conjugates, fatty acid end-group modifications, and subcutaneous depot controlled-release can achieve long-acting administration, with Singularity Pharmaceuticals having developed multiple long-acting weight loss drug pipelines using its subcutaneous depot ULAP technology platform [1]
歌礼制药-B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