以下文章来源于体重管理三年行动 ，作者体重管理三年行动 体重管理三年行动 . 响应国家"健康中国2030"战略，落实"体重管理年"三年行动，本账号发布权威资讯 ▍我国肥胖症患者持续上升的特点 《指南》指出，近年来我国超重和肥胖人群比例持续攀升。数据显示，成年人肥胖症患病率已达16.4%；6至17岁青少年儿童的超重率和肥胖 症患病率分别为11.1%和7.9%；6岁以下儿童的超重率为6.8%，肥胖症患病率为3.6%。 肥胖人群的流行病学特征 男性的超重和肥胖发生率普遍高于女性；男性肥胖症在35至39岁年龄段达到高峰，女性则在70至74岁间最高；南北方存在明显差异，北方地 区的超重和肥胖率整体高于南方；女性中，受教育程度越低，超重和肥胖的比例越高，而男性则呈现相反趋势。 如何判断自己是否肥胖？ 常用体质指数（BMI）来衡量全身性肥胖，计算方法为体重（kg）除以身高（m）的平方。我国成人的标准为： 腰围则是判断中心性肥胖的重要指标。根据国人健康风险评估，男性腰围<85cm、女性<80cm为正常，男性腰围>90cm、女性>85cm则可诊断 为中心性肥胖。 对于7岁以下儿童，建议采用性别和年龄别BMI标准差进行评估；6至 ...

Core Viewpoint - The stock of Gilead Pharmaceuticals (01672) has risen over 5%, marking a five-day consecutive increase, with a total weekly gain exceeding 30% [1] Group 1: Stock Performance - As of the report, Gilead Pharmaceuticals' stock is up 5.55%, trading at HKD 12.56, with a trading volume of HKD 18.19 million [1] Group 2: Clinical Development - Gilead Pharmaceuticals announced that its next-generation amylin receptor agonist ASC36 and next-generation GLP-1R/GIPR dual-target agonist ASC35 combination formulation have entered clinical development [1] - The company plans to submit a new drug clinical trial application for ASC36 and ASC35 for obesity treatment to the US FDA in the second quarter of 2026 [1] Group 3: Product Characteristics - ASC36 and ASC35 are proprietary ultra-long-acting combination formulations with superior physicochemical stability, showing no aggregation or precipitation at neutral pH levels [1] - Gilead aims to position ASC36 as a cornerstone for monthly therapy targeting cardiac metabolic diseases, including obesity [1] - ASC36 is expected to achieve better efficacy and tolerability compared to GLP-1 therapies and is an ideal candidate for both monotherapy and combination formulations with other long-acting agents like ASC35 or THRβ agonist ASC47 [1]

Core Viewpoint - The company, Gilead Sciences (歌礼制药), has seen a stock increase of over 4%, currently trading at 11.68 HKD, with a transaction volume of 8.54 million HKD. The company announced the clinical development of two new combination drugs, ASC36 and ASC35, aimed at obesity treatment, with plans to submit an IND application to the FDA by Q2 2026 [1]. Group 1 - Gilead Sciences has entered the clinical development phase for ASC36, a new generation amylin receptor agonist, and ASC35, a new generation GLP-1R/GIPR dual-target agonist combination formulation [1]. - The company anticipates submitting an IND application for ASC36 and ASC35 to the FDA for obesity treatment by the second quarter of 2026 [1]. - The CEO, Dr. Wu Jinzi, expressed optimism about the potential for ASC36 and ASC35 to achieve more significant weight loss effects in obese populations compared to monotherapy, based on encouraging preclinical data [1].

Core Viewpoint - The company, Gilead Sciences (01672), has seen its stock price increase by over 4%, currently trading at 11.68 HKD, with a trading volume of 8.54 million HKD. The rise is attributed to the announcement of the clinical development phase for two new combination drugs aimed at obesity treatment [1]. Group 1: Clinical Development - Gilead Sciences has announced that its next-generation amylin receptor agonist ASC36 and the next-generation GLP-1R/GIPR dual-target agonist ASC35 combination formulation have entered the clinical development stage [1]. - The company plans to submit an Investigational New Drug (IND) application to the U.S. Food and Drug Administration (FDA) for ASC36 and ASC35 for obesity treatment in the second quarter of 2026 [1]. Group 2: Market Potential - The CEO, Dr. Wu Jinzi, expressed optimism that ASC36 and ASC35 combination formulations could achieve more significant weight loss effects in obese populations compared to monotherapy, based on encouraging preclinical data [1]. - The increasing results demonstrate the company's platform technology's capability in designing, optimizing, and developing multiple long-acting peptide injections administered monthly [1].

Core Viewpoint - The company, Gilead Sciences-B (01672.HK), has announced the initiation of clinical development for its next-generation amylin receptor agonist ASC36 and the dual-target agonist ASC35, both designed for monthly administration, targeting obesity treatment [1] Group 1: Clinical Development - ASC36 and ASC35 are expected to enter clinical trials, with the company planning to submit an Investigational New Drug (IND) application to the FDA in the second quarter of 2026 [1] - The company believes that ASC36 and ASC35 have the potential to achieve more significant weight loss effects in obese populations compared to monotherapy, based on promising preclinical data [1] Group 2: Company Insights - Dr. Wu Jinzi, the founder, chairman, and CEO of the company, highlighted the increasing evidence supporting the company's platform technology in designing, optimizing, and developing multiple long-acting peptide formulations for monthly subcutaneous injection [1]

Aardvark Therapeutics Investor Webinar Summary Company Overview - **Company**: Aardvark Therapeutics (NasdaqGS:AARD) - **Focus**: Development of therapies for obesity and related metabolic disorders, particularly through innovative drug combinations and mechanisms targeting hunger and appetite regulation Key Points and Arguments Clinical Programs - **ARD201**: A fixed-dose combination of TAS2R agonist (ARD101) and DPP-4 inhibitor (acetagliptin) aimed at treating metabolic obesity, showing promising preclinical results [3][7] - **WE868**: A newly in-licensed program exploring a novel mechanism for obesity, currently in preclinical studies [3][4] - **ARD101**: Currently in the HERO phase 3 study for hyperphagia associated with Prader-Willi syndrome, with expected pivotal data readout in Q3 2026 [5][8] Data Highlights - **ARD201** demonstrated a 19% weight loss in a diet-induced obesity mouse model over 30 days, comparable to high-dose tirzepatide (20.5% weight loss) [10] - **Weight Maintenance**: ARD201 showed preservation of weight loss after discontinuation of GLP-1 therapies, achieving approximately 30% weight loss when combined with a microdose of tirzepatide [11] - **Body Composition**: ARD201 preserved lean mass while reducing fat mass, addressing concerns of lean mass loss associated with GLP-1 therapies [12] - **Glucose Homeostasis**: Improvements in glucose tolerance were observed in mice treated with ARD201, indicating potential benefits for patients with obesity-related diabetes [13] Mechanism of Action - **Gut-Brain Signaling**: ARD101 targets gut peptide hormone release to regulate hunger, contrasting with GLP-1 therapies that primarily focus on appetite signaling [6] - **WE868 Mechanism**: Modulates cellular energy use without mitochondrial uncoupling, leading to increased energy expenditure and weight loss [16] Industry Context - **Obesity Treatment Landscape**: The prevalence of obesity is rising, necessitating effective treatments. Aardvark's approach aims to mimic the effects of bariatric surgery through pharmacotherapy [35][38] - **Emerging Trends**: The development of combination therapies and multi-agonist approaches is seen as a future direction in obesity treatment, with potential for improved efficacy and reduced side effects [44][48] Challenges and Unmet Needs - **Side Effects**: Current GLP-1 therapies are associated with nausea and lean mass loss, highlighting the need for better-tolerated options [47][50] - **Insurance Coverage**: Changes in insurance coverage for GLP-1 therapies in Massachusetts may limit access for patients, emphasizing the need for alternative treatments [56] Additional Insights - **Gut-Brain Axis Research**: Ongoing studies into the gut-brain axis and its role in regulating appetite and glucose homeostasis are critical for understanding obesity mechanisms [21][27] - **Nutrient Sensing**: The interplay between nutrient sensing and gut hormones is crucial for developing effective obesity treatments [33][34] Conclusion Aardvark Therapeutics is positioned to make significant contributions to the obesity treatment landscape through innovative drug development and a focus on understanding the underlying mechanisms of hunger and appetite regulation. The upcoming clinical milestones and ongoing research into new compounds like WE868 could provide valuable insights and therapeutic options for patients struggling with obesity and related metabolic disorders.

Core Viewpoint - Novo Nordisk has lowered its growth expectations for its key obesity and diabetes treatment drugs due to prescription trends, competition, and pricing pressures [1] Financial Performance - The company's quarterly net profit was 20 billion Danish kroner (approximately 3.1 billion USD), aligning with analyst expectations of 20.12 billion Danish kroner [1] Market Dynamics - The treatments Wegovy and Ozempic have become critical growth drivers for the company, but recent disappointing trial results and increasing competition in the obesity drug market have raised concerns [1] - Challenges also stem from U.S. drug pricing and tariff policies, which are impacting the company's outlook [1] Leadership and Strategic Challenges - Novo Nordisk is facing leadership changes and opposition to a key acquisition, contributing to the uncertainty surrounding the company [1] Analyst Sentiment - Analysts have mixed views on the stock; Jefferies recently downgraded it to underperform, while Berenberg maintains a positive outlook, suggesting that the company has reached a "peak of uncertainty" [1]

Core Insights - The article discusses the potential of multi-receptor agonists, specifically LY3437943, in improving health outcomes for patients with type 2 diabetes and obesity, showing promising results in both short-term and long-term health improvements [5][10]. Group 1: Study Overview - A randomized, double-blind, placebo-controlled phase 1b trial was conducted from December 2019 to December 2020 across four research centers in the U.S., involving 72 adult patients with type 2 diabetes [6]. - Patients were randomly assigned to receive different doses of LY3437943, a placebo, or a control group receiving 1.5 mg of Dulaglutide, with treatment lasting 12 weeks [6]. Group 2: Safety and Efficacy Results - The primary focus was on the safety and tolerability of LY3437943, while secondary endpoints assessed pharmacodynamics and pharmacokinetics [7]. - Adverse events related to treatment were reported in 63% of the LY3437943 group, 60% in the Dulaglutide group, and 54% in the placebo group, with gastrointestinal symptoms being the most common adverse reactions [7]. Group 3: Pharmacokinetics and Outcomes - Pharmacokinetic analysis indicated a proportional relationship between LY3437943's pharmacological parameters and dosage, with a half-life of approximately 6 days [8]. - After 12 weeks, average daily blood glucose levels significantly decreased in the high-dose groups compared to baseline, with reductions of 2.8 mmol/L, 3.1 mmol/L, and 2.9 mmol/L for the respective high-dose groups [8]. - Hemoglobin A1c levels also improved significantly in the high-dose groups, with reductions of 1.4%, 1.6%, and 1.2% [10]. - Weight loss was dose-dependent, with the highest dose group achieving an average weight reduction of 8.96 kg [10]. Group 4: Conclusion and Future Research - Overall, LY3437943 demonstrated safety profiles comparable to existing incretin-based therapies while significantly improving blood glucose control and weight status over the 12-week treatment period [10]. - These findings lay a solid foundation for further phase 2 clinical studies in the treatment of type 2 diabetes and obesity [10].

Core Viewpoint - Novo Nordisk is attempting to acquire Metsera for at least $6.5 billion to strengthen its position in the obesity treatment market, competing against Pfizer's existing agreement with Metsera [1][4]. Group 1: Acquisition Details - Novo Nordisk has proposed a cash offer of $56.50 per share for Metsera, with potential milestone payments increasing the total offer to a maximum of $77.75 per share, surpassing Pfizer's highest bid of $70 per share by 11% [2][4]. - Metsera has indicated that Novo Nordisk's new offer is superior to Pfizer's, allowing them to terminate the agreement with Pfizer if they find Novo Nordisk's proposal more favorable [1][4]. - The cash payment will be made upon signing the agreement in exchange for 50% of Metsera's equity in non-voting preferred shares, with milestone payments issued upon completion of the transaction for the remaining shares [3]. Group 2: Market Context - The obesity treatment market is projected to reach $100 billion by 2030, prompting major pharmaceutical companies to acquire smaller firms with promising drug candidates [4]. - Metsera is developing several experimental weight loss drugs, including a long-acting insulin analog that may offer a more favorable dosing schedule compared to existing market leaders from Novo Nordisk and Eli Lilly [4]. Group 3: Company Strategy and Challenges - Novo Nordisk is undergoing a transformation to regain its leading position in the obesity treatment sector, having previously seen its stock price surge due to the weight loss drug boom [5]. - The company has recently experienced significant management changes, including the resignation of over half of its board members, as it seeks to establish a performance culture to reclaim market share in the U.S. [6]. - Novo Nordisk faces pressure from former President Donald Trump's initiatives to lower drug prices, which could impact its revenue from key products like Ozempic [6].

Core Viewpoint - The company announced plans to present multiple obesity drug candidates, including ASC30 and the ASC31 and ASC47 combination therapy, at the 2025 ObesityWeek® in Atlanta, Georgia [1] Group 1 - The presentation will be in the form of a poster at the ObesityWeek® event [1] - The founder and CEO, Dr. Wu Jinzi, expressed excitement about the ongoing progress of their small molecule and peptide obesity pipeline [1] - The advancements reflect the company's commitment to developing highly differentiated obesity treatment solutions [1]