港股异动 | 来凯医药-B(02105)涨超10% 减肥药市场需求广阔 公司加快推动LAE102临床研发

智通财经
Jan 03, 2025

智通财经APP获悉,来凯医药-B(02105)涨超10%,截至发稿,涨10.52%,报10.3港元,成交额5381.45万港元。

消息面上,2024年12月25日,美国制药巨头礼来公司宣布其创新药物穆峰达(替尔泊肽注射液)在中国正式上市。机构指出,药物具备优秀的减重效果和良好的安全性,为中国的肥胖患者提供了一种新的、有效的治疗选择,预计市场规模将持续提高。固相合成载体作为替尔泊肽化学合成的重要材料,有望随替尔泊肽药物市场份额扩张高速发展,预计2030年全球市场需求达到35.3亿元,2024-2030复合增长率为17.9%。

来凯医药此前宣布,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期临床试验进展顺利:单次剂量递增(SAD)研究中的全部64名受试者(分为8个静脉输注和皮下注射递增剂量队列),均已完成给药。去年11月,来凯医药与礼来签订一项临床合作协议,在来凯医药保留LAE102的全球权利背景下,LAE102在美国的一期研究将由礼来负责并承担相关费用。

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