智通财经APP获悉，来凯医药-B(02105)午后涨超4%，截至发稿，涨3.33%，报14.26港元，成交额1487.17万港元。
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。
第一上海指出，降脂增肌将是下一代GLP-1 的竞争重点。吕向阳博士是ActRII靶点的资深专家，公司的LAE102的动物试验显示了其联用的初步有效性，I期SAD试验初步展示了安全性，引起国际MNC的关注。我们推荐投资者重点关注其临床和BD进展，有望有较大增长潜力。
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