港股异动 | 歌礼制药-B(01672)涨超4% 1 类新药地尼法司他片上市申请获得受理
ASCLETISASCLETIS(HK:01672) 智通财经网·2025-12-08 05:48

Core Viewpoint - Gilead Sciences-B (01672) shares rose over 4%, reaching HKD 14.23 with a trading volume of HKD 26.8271 million following the acceptance of its new drug application for Denifanstat, a potential treatment for moderate to severe acne [1] Group 1: Company Developments - On December 4, the CDE website indicated that Gilead's application for the first-class new drug Denifanstat has been accepted, targeting moderate to severe acne treatment [1] - Denifanstat (ASC40) is a potential first-in-class oral fatty acid synthase (FASN) inhibitor, originally developed by Sagimet Biosciences, with Gilead holding exclusive rights in Greater China [1] Group 2: Market Position and Future Prospects - Industrial Securities previously noted that Gilead is continuously investing in the weight loss metabolism sector, focusing on core pain points in the weight loss pipeline [1] - With the potential readout of phase II data for small molecule GLP-1R agonists and further progress in the THRβ pipeline, the company is expected to maintain a differentiated competitive advantage in the weight loss field [1] - The acne treatment drug ASC40 is also anticipated to gradually contribute to the company's revenue [1]