Core Viewpoints - The company showcased multiple early clinical products at the 2025 ADA conference, demonstrating excellent early data, particularly for LAE102, which showed good safety and pharmacokinetic properties [1][2] - The clinical and preclinical studies of LAE102, LAE103, and LAE123 indicate promising fat reduction and muscle gain effects, with LAE102 outperforming LAE103 [1][3] Events - On June 23, 2025, the company announced the clinical and preclinical research results of LAE102, LAE103, and LAE123 at the 2025 ADA conference [1] Safety and Efficacy - LAE102 demonstrated good safety with no serious adverse events (SAE) reported in both intravenous and subcutaneous administration groups, and no cases of diarrhea were noted [2] - Initial efficacy signals were observed for LAE102, with a significant increase in Actvin A levels correlating with drug dosage, indicating promising pharmacokinetic and pharmacodynamic effects [2] Clinical Pipeline - The company has a balanced pipeline focused on cancer and metabolic diseases, with several candidates in various stages of development, including LAE103 and LAE123, both in the IND application stage [3] - LAE001 and LAE005 are also in clinical trials, with LAE001 having completed Phase I trials and LAE005 showing potential in treating triple-negative breast cancer [3] Financial Projections - The company has a globalized and integrated approach to its cancer and metabolic drug development, with expectations for LAE102 to meet market demand upon commercialization [4] - Revenue projections for 2025, 2026, and 2027 are estimated at 0, 0, and 169 million respectively, with a target valuation of 16.85 billion HKD and a revised target price of 41.30 HKD [4]

Group 1 - The core announcement is that 来凯医药 will present multiple research results in the field of muscle gain and fat loss at the 85th Annual Scientific Sessions of the American Diabetes Association (ADA) [1] - The company will showcase preclinical data for three monoclonal antibodies targeting ActRII: LAE102, LAE103, and LAE123, along with initial human study data for LAE102 [1] - LAE102 has shown significant effects in preclinical models, increasing muscle and reducing fat, with strong target inhibition indicated by elevated activin A levels in completed Phase I trials in China [1] Group 2 - The company is advancing its research on the ActRII pathway, with LAE103 and LAE123 entering IND supportive research stages, aimed at exploring innovative therapies for muscle and critical illness [2] - The poster presentations will take place on June 22, 2025, at the McCormick Place Convention Center in Chicago, Illinois [2] - The first human study of LAE102 will assess its safety, tolerability, pharmacokinetics, and pharmacodynamics in healthy volunteers [2]

非常欢迎大家来参加以及多家券商联合主办的莱凯医药2024年一级电话交流会那我们今天也是非常荣幸的邀请到了公司的多位管理层团队来给大家做沟通他们分别是公司的董事长兼首席执行官李向阳博士公司的首席科学官顾湘俊博士公司的这个首席财务官这个周总公司的临床开发的副总裁王俊博士以及公司的这个IRD这个吴总那莱凯医药的话应该也是我们团队从这个去年开始我们对整个 港股包括A股的这个618的这个8月份公司进行系统梳理然后筛选出来重点推荐的这个公司之一那其实公司在尤其在这个减肥领域对吧我觉得应该是做的非常有特色然后呢产品的进来也非常的顺利那我们今天的话也是讲究公司的整体利用情况包括它的发展给大家做一个系统的沟通 我们的交流当中将分为两个部分,第一个部分的话,先邀请公司的这个CFO周总来就公司的整体情况给大家做一个更新,然后之后的话,邻居局各位高管团队的同事将会回答大家交流的问题,大家提出的问题,然后呢,交流问答的环节将由我的同事文信来主持,那周总我就先把这交给你,谢谢。 谢谢杨总 首先谢谢各位投资者朋友参加今天的交换会接下来我们先简单介绍一下莱凯医药在2024年我们整年的一个财务还有业务进展的情况然后我们多预留一些时间然后在介绍 ...

10月16日及17日，来凯医药股价涨幅分别为8.44%和16.21%。 已全面布局ActRII通路。 本文为IPO早知道原创 作者｜罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，10月16日，来凯医药（2105.HK）宣布其自主研发的LAE102（ActRIIA单克隆 抗体）针对超重/肥胖在中国开展的I期临床试验单次剂量递增（SAD）研究的皮下注射（SC）部分 已启动。 该I期临床系一项随机、双盲、安慰剂对照、单次和多次给药剂量递增研究，旨在通过静脉输注 （IV）和皮下注射（SC）两种给药方式，评价LAE102注射液在健康成年受试者及超重/肥胖受试者 中的安全性、耐受性及药代动力学。 截至2024年9月30日，已有过半数的静脉输注队列完成了给药，并在低剂量组中就观察到靶点结合 的早期迹象和预期的PD生物标志物变化。此次启动的为皮下注射研究部分，2024年底前有望完成单 次剂量递增研究。 LAE102是来凯医药自主研发、全球首创的一种单克隆抗体，针对参与调控肌肉再生和脂代谢的重要 靶点ActRIIA。临床前研究显示，可增加肌肉并减少脂肪 。 LAE102 与 GLP-1 受体激动剂联用，可 进 ...