智通财经APP获悉，来凯医药-B(02105)现涨超15%，截至发稿，涨13.09%，报12.96港元，成交额1277.08万港元。
消息面上，2025年4月，一则来自全球临床试验注册平台ClinicalTrials网站的信息显示，来凯医药更新了其自研管线LAE102针对肥胖症在美国的一项I期临床试验(NCT06908707)的相关信息。一个引人注意的变化是：修订后的临床方案，出现了合作伙伴礼来的名字。同时，来自ClinicalTrials网站的信息也显示，该研究计划于2025年4月底启动临床入组，预计在2025年8月结束。
财通证券发布研报称，阻断激活素受体(ActR)通路被临床用于治疗肌肉萎缩相关疾病(如SMA等遗传性神经肌肉疾病或因癌症、减肥导致的肌肉流失)。近年来GLP1RA类药物的广泛使用，目前的GLP-1RA疗法会带来使用者约25-40%肌肉流失，因此老龄人群和减重人群也存在较大的增肌治疗需求。建议关注国内布局相关资产的公司，如来凯医药等。
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