港股异动 | 来凯医药-B(02105)再涨超15% 公司已与礼来达成合作 联合开发LAE102

智通财经
May 21, 2025

智通财经APP获悉,来凯医药-B(02105)再涨超15%,截至发稿,涨15.31%,报17.32港元,成交额2.55亿港元。

天风证券发研指,来凯医药目前已启动包括LAE102、LAE002(Afuresertib)、LAE001和LAE005在内的七项临床试验,专注于解决肥胖和肿瘤治疗领域未被满足的医疗需求。来凯医药与礼来达成合作,联合开发LAE102,旨在加速其全球临床进程。若LAE102能与GLP-1受体激动剂联合使用,有望成为解决减重治疗中肌肉流失问题的突破性方案,推动高质量体重管理领域的发展。

据悉,LAE102是公司自主研发针对ActRIIA的单克隆抗体。阻断Activin-ActRII通路可促进肌肉再生和减少脂肪,这使LAE102成为实现优质体重控制的潜力候选药物。LAE103是ActRIIB选择性抗体,LAE123是针对ActRIIA/IIB双靶点抑制剂。两者均为公司产品管线中自主研发用于肌肉及其他疾病的抗体。集团已建立全面ActRII产品组合,致力最大化靶向ActRII受体的开发价值。

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