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歌礼制药-B再涨超7% 公司拟斥最多3亿港元进行股份购回 机构称下半年催化剂较多
Zhi Tong Cai Jing· 2025-10-08 06:48
消息面上,歌礼制药公布,董事会已决定行使购回授权,并根据市况不时于公开市场购回股份,以使用 最多3亿港元的资金进行建议股份购回。东吴证券此前指出,公司下半年催化剂较多,多个重要临床数 据即将披露:根据临床试验进度和公司公告,该行预计2025年Q4将读出ASC30口服II期、ASC47的I期 及ASC50的I期顶线数据,2026年Q1将读出ASC30皮下注射II期顶线数据。同时公司预计未来6-9个月将 向FDA申报2-3个新管线的IND,包含双靶点多肽减重管线。 歌礼制药-B(01672)再涨超7%,截至发稿,涨6.8%,报11.62港元,成交额5646.13万港元。 ...
港股异动 | 歌礼制药-B(01672)再涨超7% 公司拟斥最多3亿港元进行股份购回 机构称下半年催化剂较多
智通财经网· 2025-10-08 06:47
消息面上,歌礼制药公布,董事会已决定行使购回授权,并根据市况不时于公开市场购回股份,以使用 最多3亿港元的资金进行建议股份购回。东吴证券此前指出,公司下半年催化剂较多,多个重要临床数 据即将披露:根据临床试验进度和公司公告,该行预计2025年Q4将读出ASC30口服II期、ASC47的I期 及ASC50的I期顶线数据,2026年Q1将读出ASC30皮下注射II期顶线数据。同时公司预计未来6-9个月将 向FDA申报2-3个新管线的IND,包含双靶点多肽减重管线。 智通财经APP获悉,歌礼制药-B(01672)再涨超7%,截至发稿,涨6.8%,报11.62港元,成交额5646.13万 港元。 ...
创新药ETF国泰(517110)盘中上涨超2%,GLP-1减重药赛道多维升级引关注
Mei Ri Jing Ji Xin Wen· 2025-09-30 06:20
创新药ETF国泰(517110)跟踪的是SHS创新药指数(931409),该指数从A股和港股通市场中选取从 事创新药研发的上市公司证券作为指数样本,聚焦化学药与生物药领域,重点覆盖研发投入高、成长性 突出的企业,以反映创新药研发及商业化相关上市公司证券的整体表现。指数成分股主要集中于医药生 物板块,整体风格偏向成长型。 东海证券指出,GLP-1减重药赛道正从追求单一减重指标向综合考量BMI改善、副作用管理、给药便利 性和长期体重维持等多个维度演进。单纯的体重下降数字已不足以定义成功的减重药,保留甚至增加瘦 体重已成为下一代减重疗法的重要目标,联合疗法、肌肉保护、剂型创新和机制拓展将成为未来的核心 竞争领域。面对由诺和诺德和礼来主导的全球减重市场,国内药企差异化策略寻求突破的尝试初见成 效,如歌礼制药的减重不减肌候选药物ASC47通过剂型创新提升患者依从性,信达生物的玛仕度肽作为 全球首个申报上市的GCG/GLP-1双受体激动剂已在国内上市。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数 ...
医药生物行业周报:增肌减脂或成GLP-1赛道竞争新方向-20250929
Donghai Securities· 2025-09-29 12:19
Investment Rating - The report assigns an "Overweight" rating to the industry, indicating a positive outlook for the sector relative to the broader market over the next six months [1]. Core Insights - The pharmaceutical and biotechnology sector experienced an overall decline of 2.20% in the week from September 22 to September 26, 2025, underperforming the CSI 300 index by 3.27 percentage points. The current PE valuation for the sector stands at 30.71 times, which is at the historical median level, with a valuation premium of 131% compared to the CSI 300 index [3][11][18]. - Notable sub-sectors that declined include medical devices, biological products, and traditional Chinese medicine, with respective declines of 1.02%, 1.18%, and 1.95% [11]. - A total of 81 stocks within the sector increased in value (17.09% of the total), while 387 stocks decreased (81.65% of the total) during the same period [26]. Market Performance - The pharmaceutical and biotechnology sector ranked 25th among 31 industries in the Shenwan index for the week, with all sub-sectors showing declines [11]. - Year-to-date, the sector has increased by 21.44%, outperforming the CSI 300 index by 5.81 percentage points, with medical services and chemical pharmaceuticals leading the gains at 40.36% and 38.02%, respectively [13][19]. Industry News - On September 29, 2025, Laikai Pharmaceutical announced positive preliminary results from its Phase I multiple ascending dose study (MAD study) for LAE102, aimed at treating obesity. The study showed promising trends in muscle gain and fat loss among participants [4][28]. - The results indicate that the LAE102 6 mg/kg dosage group saw an average lean body mass increase of 1.7% and a fat mass reduction of 2.2% compared to baseline, with the placebo-adjusted average lean body mass increase reaching 4.6% and fat mass reduction at 3.6% [29]. Investment Recommendations - The report suggests focusing on investment opportunities in innovative drug chains, medical devices, and healthcare services, particularly in the context of the evolving GLP-1 weight loss drug market [4][30]. - Recommended stocks include Teabo Bio, Rongchang Bio, Betta Pharmaceuticals, Kaili Medical, and Huaxia Eye Hospital, with additional stocks to watch including Kelun Pharmaceutical, Qianhong Pharmaceutical, Yifeng Pharmacy, Baipusais, and Lingrui Pharmaceutical [30].
速递 | 较司美格鲁肽单药减重效果提升56.2%!歌礼新药首项炸裂数据公布
GLP1减重宝典· 2025-09-26 13:05
整理 | GLP1减重宝典内容团队 歌礼制药有限公司宣布,ASC47联合司美格鲁肽在肥胖患者中的减重效果显著优于单独使用司美格鲁肽,且具有更好的胃肠道耐受 性。 研究亮点 ASC47与司美格鲁肽联合治疗在肥胖患者(体重指数≥30 kg/m²)中相较于安慰剂与司美格鲁肽联合使用的减重效果提升高达56.2%。 具体来说,ASC47-103研究(NCT06972992)结果表明,单次皮下注射30毫克ASC47联合司美格鲁肽治疗组的减重效果相对提升 56.2%,而60毫克ASC47联合司美格鲁肽组的减重效果相对提升15.1%。总体来看,ASC47联合司美格鲁肂治疗组的减重效果比司美格 鲁肽单药组高出31.6%。 研究方法 ASC47-103是一项随机、双盲、安慰剂对照的研究,旨在评估ASC47与司美格鲁肽联合治疗在肥胖患者中的安全性、耐受性及减重效 果。研究共纳入28名肥胖患者,治疗期为4周,随访期为6周。研究结果显示,ASC47与司美格鲁肽联合治疗对比单药治疗,在减重效 果上有显著提升。 胃肠道耐受性显著优于单药治疗 在胃肠道耐受性方面,ASC47联合司美格鲁肽治疗的呕吐发生率为6.7%,远低于司美格鲁肽单药组的5 ...
港股公告掘金 | 博泰车联今起招股 不同集团以上限定价 公开发售获3317.47倍认购
Zhi Tong Cai Jing· 2025-09-22 15:23
Major Events - Different Group (06090) has a public offering with a subscription rate of 3317.47 times the upper limit price [1] - Botai Che Lian (02889) plans to globally offer 10.4369 million H-shares from September 22 to September 25 [1] - Changhong Jiahua (03991) received a privatization offer from Changhong Group at a premium of approximately 32.93%, with resumption of trading on September 23 [1] - Huajian Medical (01931) signed a strategic cooperation agreement with Chuangsheng Group-B (06628) involving the tokenization of a $1.5 billion innovative drug pipeline asset [1] - Gilead Sciences-B (01672) reported that ASC47 combined with Semaglutide showed a weight loss effect improvement of up to 56.2% compared to Semaglutide alone in obese subjects [1] - Fosen Pharmaceutical (01652) plans to sell all equity of Henan Fosen Smart Energy Technology for 73 million yuan [1] - Maiyue Technology (02501) entered into strategic cooperation agreements with NetEase Youdao and Ferry International [1] - Zhongchuang Zhiling (00564) intends to invest 270 million yuan to establish Yaxinke Thermal Management Technology (Yizheng) Co., Ltd. to enhance market competitiveness in automotive thermal management systems [1] - Garmin Group Holdings (01271) plans to sell a portfolio of four data center projects for 5.25 billion HKD [1] Buybacks and Increases - Tencent Holdings (00700) repurchased 862,000 shares for 550 million HKD on September 22 [1] - Standard Chartered Group (02888) repurchased 517,100 shares for 7.3877 million GBP on September 19 [1] - Midea Group (00300) repurchased 3.415 million A-shares for 250 million yuan on September 22 [1] - Anta Sports (02020) repurchased 2.12 million shares for 199 million HKD on September 22 [1] - Kuaishou-W (01024) repurchased 1 million shares for 73.7998 million HKD on September 22 [1] - Heng Rui Pharmaceutical (01276) repurchased 656,000 A-shares for 45.7493 million yuan on September 19 [1] - Shenzhen Expressway Company (00548) received an increase of 25.38 million H-shares from shareholder Yunsong Capital [1]
港股异动 | 歌礼制药-B(01672)涨超8% ASC47联合司美格鲁肽肥胖研究减重效果提升达56.2%
Zhi Tong Cai Jing· 2025-09-22 01:51
Core Viewpoint - The stock of Gilead Sciences-B (01672) increased by over 8%, reaching HKD 11.57 with a trading volume of HKD 23.73 million, following the announcement of significant clinical trial results for its weight loss drug ASC47 combined with semaglutide [1] Group 1: Clinical Trial Results - Gilead announced that in a study conducted on obese participants (BMI ≥ 30 kg/m²), the combination of ASC47 and semaglutide showed a weight loss effect that was 56.2% greater compared to the placebo combined with semaglutide [1] Group 2: Future Research Implications - The CEO of Gilead, Wu Jinzi, stated that this research provides important concept validation data, which will serve as a critical basis for the design of subsequent Phase IIb combination therapy studies targeting various metabolic diseases, including obesity and metabolic-associated fatty liver disease (MASH) [1]
歌礼制药-B涨超8% ASC47联合司美格鲁肽肥胖研究减重效果提升达56.2%
Zhi Tong Cai Jing· 2025-09-22 01:44
Core Viewpoint - The stock of Gilead Sciences-B (01672) increased by over 8%, reaching HKD 11.57, with a trading volume of HKD 23.73 million, following the announcement of significant weight loss results from its candidate drug ASC47 in combination with semaglutide [1] Group 1: Company Announcement - Gilead Sciences announced that, on day 29, the weight loss effect of ASC47 combined with semaglutide in obese subjects (BMI ≥ 30 kg/m²) was enhanced by up to 56.2% compared to the placebo combined with semaglutide [1] - The founder, chairman, and CEO of Gilead Sciences, Wu Jinzi, stated that this study provides important proof-of-concept data, which will serve as a critical basis for the design of subsequent Phase IIb combination therapy studies for various metabolic diseases, including obesity and metabolic-associated fatty liver disease (MASH) [1]
歌礼制药-B:ASC47联合司美格鲁肽在肥胖受试者中较司美格鲁肽单药减重效果相对提升高达56.2%
Zhi Tong Cai Jing· 2025-09-22 00:13
"作为首项在肥胖受试者中评估脂肪靶向THRβ激动剂与肠促胰素药物联用的研究,我们非常欣喜地看到 脂肪靶向THRβ激动剂ASC47联用肠促胰素治疗产生了显著的减重协同疗效,减重效果相对提升高达 56.2%,并大幅改善了胃肠道耐受性,"歌礼创始人、董事会主席兼首席执行官吴劲梓博士表示,"这项 研究提供了重要的概念验证数据,将为我们后续的包括肥胖症和代谢相关脂肪性肝炎(MASH)等多种代 谢疾病的IIb期联合用药研究设计提供关键依据。" ASC47-103研究(NCT06972992)是一项在美国开展的随机、双盲、安慰剂对照的研究,旨在评估超长效 皮下注射ASC47单次给药与司美格鲁肽(0.5毫克,每周一次,给药四次)联用对比等量(volume-matched) 安慰剂与司美格鲁肽(0.5毫克,每周一次,给药四次)联用在肥胖受试者中的安全性、耐受性及疗效。治 疗期为4周,随访期为6周。该研究在美国开展,共入组了28例肥胖受试者。研究目标包括安全性、耐受 性、药代动力学、ASC47三种不同剂量单次给药(10毫克、30毫克和60毫克)与司美格鲁肽(0.5毫克,每 周一次,给药四次)联用的减重疗效评估。由于治疗周期短(2 ...
Ascletis Announces ASC47 in Combination with Semaglutide Demonstrated Up to 56.2% Greater Relative Reduction in Body Weight in Participants with Obesity Compared to Semaglutide Monotherapy
Prnewswire· 2025-09-22 00:10
Core Insights - The gastrointestinal tolerability of ASC47 in combination with semaglutide is significantly better than that of semaglutide monotherapy, indicating a potential advantage for ASC47 in clinical applications [1] Group 1 - The incidence of vomiting in the ASC47 plus semaglutide group was 6.7%, compared to 57.1% in the semaglutide monotherapy group, highlighting a substantial difference in tolerability [1]