Core Viewpoint - Gilead Sciences-B (01672) experienced a significant stock increase of over 5%, reaching HKD 13.56, following positive data from its oral GLP-1 drug ASC30 for obesity treatment in a Phase IIa study in the U.S. [1] Group 1: Company Performance - Gilead's stock rose by 5.12%, with a trading volume of HKD 13.28 million [1] - Citigroup released a report indicating that the data from ASC30 demonstrates its potential as a best-in-class treatment, enhancing confidence in future collaborations [1] - The target price set by Citigroup is HKD 32, maintaining a "Buy/High Risk" rating [1] Group 2: Drug Development Insights - Oriental Securities noted that ASC30 shows superior weight loss data and good safety, with molecular patents already authorized in the U.S., indicating significant business development potential [1] - The subcutaneous formulation of ASC30, developed on Gilead's Ultra-Long-Acting Platform (ULAP), has a half-life of 46 days and 75 days for weight loss and maintenance treatment, respectively, surpassing other long-acting GLP-1 drugs while maintaining superior safety [1]
港股异动 | 歌礼制药-B(01672)午前拉升逾5% ASC30竞争优势显著 机构称其BD潜力较大