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阿斯利康是唯一客户,这家药企申请上市
Guo Ji Jin Rong Bao· 2025-10-14 07:06
10月8日,诚益生物开曼有限公司(下称"诚益生物")首次向港交所主板递交IPO申请, Jefferies、BofA Securities及中金公司为联席保荐人。 IPO日报注意到,这家公司目前仍处于临床阶段,尚无商业化产品,但手握多条口服小分子 代谢管线,背后更是有阿斯利康"站台"持股。 单一客户 诚益生物成立于2018年,注册于上海浦东新区,是一家处于临床阶段的全球性生物技术公 司,致力于以"减重2.0解决方案"为中心解决复杂、不断演变的临床需求,探索及开发新一代口服 小分子药物,以解决全球心血管代谢疾病及炎症性疾病领域尚未满足的重大医疗需求。 这些收入均来自阿斯利康这唯一一个客户,这也导致诚益生物的财务表现出现较大波动,公 司2023年亏损,2024年扭亏为盈,达到1.39亿美元,但今年上半年公司再次亏损,主要原因是从 阿斯利康收取的很大一部分预付款被确认为2024年的收入。 具体来说,2023年11月,阿斯利康与诚益生物宣布达成关于ECC5004的独家许可协议,这是 一款在研的每日一次口服GLP-1受体激动剂(GLP-1),用于治疗肥胖症、2型糖尿病和其他心血 管代谢疾病。根据协议条款,诚益生物将获得1 ...
候选产品获阿斯利康青睐,诚益生物有哪些看点?
Sou Hu Cai Jing· 2025-10-13 10:17
文|财华社 年初以来,包括劲方医药-B(02595.HK)、中慧生物-B(02627.HK)在内的多只生物科技企业通过第18A章登陆了港股市场,大多数表现不俗。 而在近期,诚益生物开曼有限公司(简称"诚益生物")也已经向港交所递交了招股书,拟通过第18A章在主板挂牌上市,杰富瑞(Jefferies)、美银证券、中 金公司为其联席保荐人。 拥有多款候选产品,估值近5亿美元 诚益生物成长史,最早可追溯到2018年,由Jingye Zhou(周敬业)及徐剑锋两位创始人共同于上海注册成立。 据招股书资料显示,周敬业,46岁,美国国籍,公司的董事长、执行董事、首席执行官兼联合创始人。他曾任上海礼来中国研发中心先后担任二级首席科学 家及化学部负责人,Tetraphase Pharmaceuticals, Inc.研究科学家,任期期间联合发明了Eravacycline(一种经FDA批准的抗生素)。 徐剑锋,47岁,中国国籍,公司的执行董事、首席科学官兼联合创始人。他也曾经在上海的礼来中国研发中心工作,最后职位为二级首席科学家。 目前,诚益生物已成长为一家处于临床阶段的全球性生物技术公司,致力于探索及开发新一代口服小分子药物 ...
又一GLP-1黑马递表港股IPO
Xin Lang Cai Jing· 2025-10-09 11:15
近期,来自上海浦东的诚益生物(Eccogene Inc.)正式向香港交易所递交招股书,拟在港交所主板挂牌 上市。 这家成立于2018年的创新生物技术公司,正以其在口服小分子代谢药物领域的突破性研发,成为行业焦 点。 来源:市场资讯 (来源:药研网) 在研发管线方面,诚益生物布局了一系列具有全球潜力的候选药物:其核心项目 ECC5004 是一款口服 小分子GLP-1受体激动剂(GLP-1 RA),被视为公司最具代表性的创新产品。该药物既可作为单药疗 法,也可与其他口服药物联合使用,目标成为同类最佳,并有望成为全球第二个上市的口服小分子 GLP-1RA。该项目已吸引国际大型制药企业合作开发,为公司带来了显著的里程碑式进展。 | 原目 | 作用方式 | 限量 | 随血度 | 早点 早会用塑 | 臨水線 | 1/1b.M | 11/11b.期 | 田陽 | 武蔵 44 脚 方 of Real | 試驗地點 | 颜用塑胶种 | 商品模型 | 合作影伴 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...
Structure Therapeutics (NasdaqGM:GPCR) FY Conference Transcript
2025-09-10 15:47
Summary of Structure Therapeutics FY Conference Call Company Overview - **Company**: Structure Therapeutics (NasdaqGM: GPCR) - **Focus**: Development of oral small molecules in the GLP-1 area, particularly for obesity treatment Key Points Industry and Market Dynamics - **Obesity Market**: The market is expected to evolve with a 70/30 split between injectables and oral medications, with a significant focus on oral options to enhance accessibility for patients [4][6] - **Primary Care Physicians**: They are crucial in driving market growth, preferring oral medications for their patients due to flexibility and ease of prescription [5][6] - **Discontinuation Rates**: Current injectable treatments have a 50% discontinuation rate after one year, highlighting the need for more patient-friendly options [6] Product Pipeline and Development - **Lead Product**: Eleni Glypron, an oral GLP-1 small molecule, is positioned as potentially best-in-class with data readouts expected at the end of the year [2][10] - **Phase IIa Data**: The phase IIa study showed a weight loss of 6.2% to 6.9% with low adverse event-related discontinuation rates [10] - **Phase IIb Studies**: Two studies, ACCESS and ACCESS II, will evaluate higher doses (up to 240 mg) and are set to read out at the end of the year [11][15] - **Titration Strategy**: The phase IIb study will implement a once-every-four-weeks titration scheme to improve tolerability [13][14] Safety and Efficacy - **Safety Data**: The company plans to release efficacy, tolerability, and safety data at the end of the year [19][20] - **Benchmarking**: Comparisons with orforglipron data will be made, focusing on the same titration scheme for efficacy evaluation [22][23] Future Studies and Extensions - **Open Label Extensions**: An open label extension for the ACCESS study has been announced to provide access to the treatment for those in the placebo group [29] - **Additional Studies**: Three new studies are planned, including a switch study for patients transitioning from injectables to oral medications [34][35] Strategic Considerations - **Partnerships**: The company is open to strategic partnerships to expand the indications for Eleni Glypron, emphasizing the importance of accessibility [48] - **Scalability**: Structure Therapeutics can produce enough material to supply 100 million patients at a 120 mg dose, highlighting the scalability of their oral small molecules [50][51] Amylin Development - **New Asset**: GSBR-2671, an oral amylin, is being developed with a focus on better tolerability and selective weight loss [52][53] - **Combination Therapy**: The potential for combining GSBR-2671 with Eleni Glypron for enhanced weight loss effects is being explored [57] Conclusion - **Accessibility Focus**: Structure Therapeutics aims to provide accessible treatment options for obesity, recognizing it as a pandemic that requires diverse solutions [62] Additional Important Insights - **Regulatory Environment**: Recent FDA updates have clarified requirements for chronic weight management studies, facilitating faster development of obesity treatments [41][42] - **Global Need**: By 2030, an estimated 1.3 billion people will be overweight or obese, underscoring the urgency for effective treatments [50]