ZHONGSHENGYAOYE(SZ:002317)2025-05-07 02:50Summary of the Conference Call on ZHONGSHENG PHARMACEUTICAL's GLP-1/GIP Dual-target Drug RAY1225 Industry and Company Overview - The conference call focuses on ZHONGSHENG PHARMACEUTICAL, specifically its subsidiary's GLP-1/GIP dual-target drug RAY1225, which is aimed at treating obesity and Type 2 Diabetes (T2D) [1]. Core Insights and Arguments - The Phase 2 clinical trial data for RAY1225 was presented, highlighting the results from two studies: REBUILDING-1 and SHINING-1, with a dosing schedule of once every two weeks for 24 weeks [1]. - Weight loss results for the 3mg, 6mg, and 9mg groups were reported as follows: - 3mg group: -10.05% - 6mg group: -12.98% - 9mg group: -15.05% - Placebo group: -3.55% [1]. - HbA1c reduction for the same groups was noted: - 3mg group: -1.68% - 6mg group: -2.06% - 9mg group: -2.16% - Placebo group: -0.33% [1]. - Comparative data from a similar drug, Tirzepatide, was also discussed: - In the Tirzepatide Phase 3 data, the 15mg group showed a weight loss of approximately -12% (after adjusting for placebo) [1]. - In the Tirzepatide Phase 2 data, HbA1c reductions for the 1mg, 5mg, 10mg, and 15mg groups were reported as: - 1mg: -1.06% - 5mg: -1.73% - 10mg: -1.89% - 15mg: -1.94% - Placebo group: -0.06% [1]. Other Important but Potentially Overlooked Content - The data indicates that RAY1225 shows promising efficacy in weight loss and glycemic control compared to the placebo, suggesting a competitive position in the obesity and T2D treatment market [1]. - The results from both RAY1225 and Tirzepatide highlight the potential for dual-target therapies in managing obesity and T2D, which may attract investor interest in the pharmaceutical sector [1].