Core Insights - Ascentage Pharma announced promising results from a Phase Ib study of olverembatinib for treating SDH-deficient GIST, published in a high-impact journal [2][4][3] - The study is the largest prospective clinical trial to date for this rare tumor subtype, demonstrating significant clinical benefits and a novel mechanism of action [4][7][8] Company Overview - Ascentage Pharma is a global biopharmaceutical company focused on developing therapies for unmet medical needs in cancer [12] - The company has a diverse pipeline, including olverembatinib, which is a third-generation BCR::ABL1 inhibitor approved in China for specific indications [13][12] Clinical Study Details - The Phase Ib study involved 66 patients, including 26 with SDH-deficient GIST, showing an objective response rate (ORR) of 23.1% and a clinical benefit rate (CBR) of 84.6% [4][5] - The median progression-free survival (mPFS) for patients with SDH-deficient GIST was reported at 25.7 months [4][5] Mechanism of Action - Olverembatinib modulates lipid metabolism, inhibiting CD36 expression, which is linked to enhanced uptake of exogenous lipids in SDH-deficient tumors [6][7] - The study established a direct link between SDH deficiency and dysregulated lipid metabolism, providing a new therapeutic target for SDH-deficient GIST [7][6] Future Directions - Ascentage Pharma plans to continue clinical development of olverembatinib, with ongoing studies to validate its efficacy and safety in SDH-deficient GIST [9][10] - The drug has received Breakthrough Therapy Designation in China for this indication, indicating its potential as a new treatment option [10][11]

Summary of Skye Bioscience (SKYE) Update / Briefing September 04, 2025 Company Overview - **Company**: Skye Bioscience (SKYE) - **Focus**: Development of Nimazumab, a monoclonal antibody targeting the CB1 receptor for obesity and metabolic disorders Key Industry Insights - **Clinical Trials**: Discussion centered around the CBEYOND Phase 2 trial, with a focus on the efficacy and safety of Nimazumab in treating obesity - **Mechanism of Action**: Nimazumab acts as a negative allosteric modulator of the CB1 receptor, designed for peripheral action, minimizing brain penetration and associated neuropsychiatric risks Core Points and Arguments 1. **Clinical Data Presentation**: New preclinical data was shared, indicating that Nimazumab reduces fat metabolism while preserving lean mass, improves glycemic control, and shows weight loss durability after treatment cessation [4][8][10] 2. **Weight Loss Efficacy**: In preclinical studies, Nimazumab demonstrated up to 24.2% weight loss in DIO mice, outperforming the small molecule monlunabant [26][27] 3. **Rebound Weight Gain**: Post-treatment weight regain was significantly lower with Nimazumab compared to monlunabant, indicating its potential for long-term weight maintenance [28][34] 4. **Combination Therapy Potential**: The combination of Nimazumab with tirzepatide showed promising results, achieving up to 44% weight loss, suggesting enhanced efficacy when used together [31][34] 5. **Safety Profile**: Emphasis on the reduced risk of neuropsychiatric side effects due to Nimazumab's limited brain penetration, a significant concern with previous CB1 antagonists [50][72] 6. **Tolerability**: The company aims for better gastrointestinal tolerability compared to existing GLP-1 therapies, which is crucial for patient adherence and long-term treatment success [49][52] Important but Overlooked Content 1. **Market Need**: There is a significant unmet need for more tolerable obesity treatments, as many patients discontinue current therapies due to side effects [18][82] 2. **Patient Feedback**: Surveys conducted with endocrinologists highlighted the demand for therapies that improve tolerability and support chronic use [17][18] 3. **Future Expectations**: The Phase 2 proof of concept readout is anticipated in late Q3 to early Q4 2025, with a focus on achieving 5-8% placebo-adjusted weight loss [11][45] 4. **Long-term Data**: The company is preparing for a 52-week data readout from the extension study, which will provide further insights into the long-term efficacy and safety of Nimazumab [43][44] Conclusion Skye Bioscience is positioning Nimazumab as a potentially groundbreaking treatment for obesity, with a focus on safety, tolerability, and efficacy. The upcoming clinical data will be critical in validating its therapeutic profile and addressing the significant market need for effective obesity treatments.