Core Viewpoint - The stock of Gilead Sciences-B (01672) has risen over 4%, currently trading at 14.23 HKD, with a transaction volume of 26.83 million HKD, following the acceptance of its new drug application for Denifanstat by the CDE [1] Company Developments - Gilead's new drug Denifanstat (ASC40) is a potential first-in-class oral fatty acid synthase (FASN) inhibitor, aimed at treating moderate to severe acne [1] - The drug was originally developed by Sagimet Biosciences, and Gilead holds exclusive rights for it in Greater China [1] Market Positioning - According to Industrial Securities, Gilead is focusing on the weight loss metabolic field, addressing core pain points with a deep pipeline layout [1] - The company is expected to maintain a differentiated competitive advantage in the weight loss sector, especially with the potential readout of phase II data for small molecule GLP-1R agonists and further progress in the THRβ pipeline [1] - The acne treatment drug ASC40 is anticipated to gradually contribute to the company's revenue [1]

兴业证券此前指出，歌礼制药在减重代谢领域持续投入，聚焦减重赛道核心痛点进行深度管线布局。随 着小分子GLP-1R激动剂二期数据的潜在读出以及THRβ管线的进一步进展，公司在减重领域有望持续展 现差异化竞争优势。公司引进的痤疮治疗药物ASC40也有望逐渐为公司贡献收入。 消息面上，12月4日，CDE 官网显示，歌礼的1类新药地尼法司他片上市申请获得受理。根据该药的临 床研究进度，Insight 数据库推测本次申请的适应症为用于治疗中重度寻常性痤疮。地尼法司他 (Denifanstat，ASC40) 是一款潜在 First-in-class、每日一次口服脂肪酸合成酶 (FASN) 抑制剂。该药最初 由 Sagimet Biosciences 开发，歌礼拥有其在大中华区的独家权益。 智通财经APP获悉，歌礼制药-B(01672)涨超4%，截至发稿，涨4.25%，报14.23港元，成交额2682.71万 港元。 ...

消息面上，12月4日，CDE官网显示，歌礼的1类新药地尼法司他片上市申请获得受理。根据该药的临床 研究进度，Insight数据库推测本次申请的适应症为用于治疗中重度寻常性痤疮。地尼法司他 (Denifanstat，ASC40)是一款潜在First-in-class、每日一次口服脂肪酸合成酶(FASN)抑制剂。该药最初由 Sagimet Biosciences开发，歌礼拥有其在大中华区的独家权益。 歌礼制药-B(01672)涨超4%，截至发稿，涨4.25%，报14.23港元，成交额2682.71万港元。 兴业证券此前指出，歌礼制药在减重代谢领域持续投入，聚焦减重赛道核心痛点进行深度管线布局。随 着小分子GLP-1R激动剂二期数据的潜在读出以及THRβ管线的进一步进展，公司在减重领域有望持续展 现差异化竞争优势。公司引进的痤疮治疗药物ASC40也有望逐渐为公司贡献收入。 ...