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] Company Developments - Gilead's new drug Denifanstat (ASC40) is a potential first-in-class oral fatty acid synthase (FASN) inhibitor, aimed at treating moderate to severe acne [1] - The drug was originally developed by Sagimet Biosciences, and Gilead holds exclusive rights for it in Greater China [1] Market Positioning - According to Industrial Securities, Gilead is focusing on the weight loss metabolic field, addressing core pain points with a deep pipeline layout [1] - The company is expected to maintain a differentiated competitive advantage in the weight loss sector, especially 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 anticipated to gradually contribute to the company's revenue [1]
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