ActRIIA/B单抗bimagrumab
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来凯医药-B高开近15% LAE102 I期临床MAD研究取得积极初步结果
Zhi Tong Cai Jing· 2025-09-29 01:35
Core Viewpoint - Lai Kai Pharmaceutical-B (02105) experienced a significant stock increase of nearly 15% following the announcement of positive preliminary results from its Phase I multi-dose escalation study (MAD study) of LAE102 for obesity treatment in China [1] Group 1: Clinical Trial Results - The preliminary results show a promising trend in muscle gain and fat loss, with the 6mg/kg dose group showing an average lean body mass increase of 1.7% and a fat mass reduction of 2.2% by week 5 [1] - After adjusting for the placebo group, the average lean body mass increase reached 4.6%, while the average fat mass decreased by 3.6% [1] Group 2: Strategic Partnerships - The company is actively negotiating with multiple potential partners to accelerate the clinical development and commercialization of LAE102, seeking partners with serious commitments and financial strength [1] Group 3: Competitive Landscape - On September 25, Eli Lilly withdrew its Phase IIb clinical trial of bimagrumab in combination with tirzepatide for treating type 2 diabetes, citing "strategic business reasons," which analysts believe reduces potential competition and highlights the value of Lai Kai's LAE102 pipeline in collaboration with Eli Lilly [1]
港股异动 | 来凯医药-B(02105)高开近15% LAE102 I期临床MAD研究取得积极初步结果
Zhi Tong Cai Jing· 2025-09-29 01:33
Core Viewpoint - Lai Kai Pharmaceutical-B (02105) experienced a significant stock increase of nearly 15% following the announcement of positive preliminary results from its Phase I multi-dose escalation study (MAD study) of LAE102 for obesity treatment in China [1] Group 1: Clinical Trial Results - The preliminary results of the LAE102 study show encouraging trends in muscle gain and fat loss, with the 6mg/kg dose group showing an average lean body mass increase of 1.7% and a fat mass reduction of 2.2% by week 5 [1] - After adjusting for the placebo group, the average lean body mass increase reached 4.6%, while the average fat mass reduction was 3.6% [1] Group 2: Strategic Partnerships - The company is actively negotiating with multiple potential partners to accelerate the clinical development and commercialization of LAE102, seeking partners with serious commitments and financial strength [1] Group 3: Competitive Landscape - On September 25, Eli Lilly withdrew its Phase IIb clinical trial of bimagrumab in combination with tirzepatide for treating type 2 diabetes, citing "strategic business reasons," which analysts believe may weaken potential competition and highlight the value of Lai Kai's LAE102 pipeline in collaboration with Eli Lilly [1]