Lepu Medical(SZ:300003) GLP1减重宝典·2025-11-01 04:46Core Viewpoint - The article discusses the strategic partnership between Minwei Bio and Sidera Bio for the global rights of the new GLP-1/GIP/FGF21 drug MWN105, highlighting the potential for expanding the global market for multi-target GLP-1 drugs, which are crucial in treating diabetes, obesity, and metabolic diseases [4][6]. Group 1: Partnership Details - Minwei Bio will receive a $35 million upfront payment and milestone payments, along with a 9.99% equity stake in Sidera Bio [5]. - The total potential milestone payments could reach up to $1.01 billion, in addition to a tiered sales revenue share [5]. - A joint management committee will be established to coordinate the global development of MWN105 [5]. Group 2: Company Background - In 2021, Minwei Bio completed a nearly 100 million yuan first-round financing, with investments from Minhe Capital [5]. - In 2023, Lepu Medical acquired a controlling stake in Minwei Bio for nearly 400 million yuan [5]. - Currently, Lepu Medical holds approximately 54.23% of Minwei Bio's shares [5]. Group 3: Industry Implications - The agreement is expected to enhance the global positioning of GLP-1 multi-target drugs, which are becoming a significant focus in innovative drug development [6]. - The collaboration aims to provide new treatment options for global patients while enhancing the company's brand influence and international competitiveness [6]. - The company emphasizes a dual approach of independent research and open collaboration to accelerate clinical transformation and market coverage of GLP-1 multi-target drugs [6].