Group 1 - Company Gilead Sciences announced a pre-market placement agreement to issue 52.4 million shares at HKD 16.45 per share, representing a discount of approximately 9.9% from the previous closing price [1] - The total gross and net proceeds from the placement are expected to be HKD 474 million and HKD 468 million, respectively, with about 90% of the funds allocated for clinical trials related to obesity treatments [1] - Following the announcement, Gilead's stock price fell over 13%, closing at HKD 15.79, with a market capitalization of HKD 15.32 billion [1] Group 2 - In the first half of the year, Gilead reported revenue of HKD 104 million, a year-on-year increase of 111.4%, and a net loss of HKD 87.95 million, narrowing by 32.5% [2] - As of mid-2025, Gilead's cash and cash equivalents reached HKD 1.58 billion, indicating sufficient reserves to support R&D activities until 2029 [2] - R&D expenses increased by approximately 10.9% to HKD 147 million, facilitating progress in metabolic and immune disease pipelines, particularly in obesity treatments with candidates ASC30 and ASC47 [2]

歌礼制药-B(01672)涨超3%，近一个月股价累计涨幅超1倍。截至发稿，涨3.49%，报18.36港元，成交额 1.42亿港元。 本集团开展美国IIa期研究并于仅一月余内迅速完成125名受试者入组；ASC30每月一次或更低频次皮下 注射治疗肥胖症：在美国Ib期研究中，单次皮下注射后在肥胖症患者中表现出36天半衰期，支持每月一 次或更低频次给药。 于报告期内及直至本公告日期，本集团在代谢性疾病管线、免疫性疾病管线及拓展性适应症产品管线方 面取得重大进展：ASC30每日一次口服片治疗肥胖症：在美国Ib期研究中，经28天治疗后，经安慰剂校 准后的相对基线的平均体重下降高达6.5%，证明其有望成为治疗肥胖症的同类最佳候选药物。 消息面上，8月15日，歌礼制药-B发布截至2025年6月30日止6个月的中期业绩，该集团取得收入总额人 民币1.04亿元(单位下同)，同比增加111.4%；研发成本1.47亿元，同比增加10.9%；公司权益股东应占亏 损8795.1万元，同比减少32.5%；每股亏损9.14分。 ...