GLP - 1类药物赛道

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港股减肥药迎爆点 银诺医药-B首挂暴涨引领 派格生物医药-B涨超40% 公司核心品种PB-119商业化在即
Zhi Tong Cai Jing· 2025-08-15 01:49
Group 1 - The core viewpoint of the article highlights the significant stock price increase of Paig BioPharma-B (02565), which surged over 40%, reaching a price of 33.83 HKD and a market capitalization exceeding 12.852 billion HKD [1] - The recent listing of Silver Novo Pharma-B (02591) saw a remarkable opening increase of 285%, with a market capitalization surpassing 32.8 billion HKD, indicating strong market interest in GLP-1 drug candidates and endocrine disease treatments [1] - The global market for GLP-1 receptor agonists has been expanding, with the transaction volume in the first quarter of 2025 reaching 13.024 billion USD, nearly matching the total for the previous year [1] Group 2 - Paig BioPharma currently has a diversified pipeline consisting of six candidate drugs, with three in clinical trials and one having received IND approval [1] - The company's core product, PB-119, is a long-acting GLP-1 receptor agonist that is self-developed and nearing commercialization, aimed at lowering blood sugar levels [1]