Core Viewpoint - The stock of Gilead Sciences-B (01672) has risen over 4%, currently trading at 14.23 HKD, with a transaction volume of 26.83 million HKD, following the acceptance of its new drug application for Denifanstat by the CDE [1] Group 1: Drug Development - Gilead's new drug Denifanstat, a potential first-in-class oral FASN inhibitor, is aimed at treating moderate to severe acne [1] - The drug was initially developed by Sagimet Biosciences, and Gilead holds exclusive rights in Greater China [1] Group 2: Market Position and Strategy - According to Industrial Securities, Gilead is continuously investing in the weight loss metabolism sector, focusing on core pain points in the weight loss market [1] - The company is expected to maintain a differentiated competitive advantage in the weight loss field with the potential readout of phase II data for small molecule GLP-1R agonists and further progress in the THRβ pipeline [1] - The acne treatment drug ASC40 is also anticipated to gradually contribute to the company's revenue [1]
歌礼制药-B涨超4% 1 类新药地尼法司他片上市申请获得受理