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玛仕度肽(Mazdutide)
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港股异动 信达生物(01801)涨超8% 上半年总产品收入同比增超35% 公司BD潜力及创新产品线获看好
Jin Rong Jie· 2025-08-13 07:47
信达生物(01801)涨超8%,截至发稿,涨8.65%,报94.65港元,成交额21.15亿港元。 摩根大通研报指出,将集团早期资产的估值上调43%,因考虑到信达生物的研发能力,且这些资产越来 越得到市场认可。通过提高玛仕度肽(Mazdutide)(GLP-1/GIP)获批后的销售成功率(PoS)、调整经营费 用,上调目标价21%,由90港元升至109港元。并维持"增持"评级。另外,考虑到信达生物对授权许可 的战略重视及其创新产品线,小摩提高对其潜在授权收入的预期,预计将占信达生物未来总收入的5- 7%。小摩表示,授权许可已成为今年中国生物制药行业最重要的推动因素之一,该行认为信达生物是 最能从这一趋势中受益的公司之一。 本文源自:智通财经网 消息面上,信达生物近日公布,2025年上半年,公司共取得总产品收入超人民币52亿元,同比保持35% 以上的强劲增长;其中2025年第二季度总产品收入超过人民币27亿元,同比增长超过 30%。该季度的 持续增长得益于肿瘤和综合管线双轮驱动共同发力。于本季度末,全球首个胰高血糖素╱胰高血糖素样 肽-1 (GCG/ GLP-1)双受体激动药物信尔美® (玛仕度肽注射液)的减重 ...
中国原创减肥药登上NEJM:效果媲美司美格鲁肽,且因副作用而停药的概率更低
生物世界· 2025-05-26 02:52
Core Viewpoint - The article discusses the promising results of Mazdutide, a dual agonist of GLP-1 and GCG receptors, in weight management and its potential impact on obesity treatment guidelines globally [2][3]. Group 1: Drug Mechanism and Development - Mazdutide activates GLP-1 receptors to suppress appetite and delay gastric emptying, while also activating GCG receptors to promote liver fat breakdown and enhance energy expenditure, addressing both weight loss and fatty liver issues [2]. - The clinical trial results of Mazdutide were published in the prestigious New England Journal of Medicine, marking a significant milestone for Chinese drug development in the field of metabolic and endocrine diseases [3][6]. Group 2: Clinical Trial Results - In a Phase 3, double-blind, placebo-controlled trial involving 610 participants, the average weight loss at 32 weeks for the 6 mg group was 12.55% (approximately 11 kg), and at 48 weeks, it was 14.01% (approximately 12 kg) [6][9]. - The trial showed that 49.5% of participants in the 6 mg group lost over 15% of their body weight, indicating significant efficacy in weight management [9]. Group 3: Safety and Side Effects - The most commonly reported adverse events were gastrointestinal-related, primarily mild to moderate, with a low incidence of treatment discontinuation due to side effects: 0.5% in the 6 mg group compared to higher rates in similar drugs [8][9]. - The study confirmed the high safety profile of Mazdutide, with side effects concentrated in the initial treatment phase [8].