智通财经APP获悉，歌礼制药-B(01672)再涨超7%，截至发稿，涨7.14%，报12.76港元，成交额1.28亿港元。
消息面上，8月5日，歌礼制药宣布，其小分子GLP-1管线ASC30在美国进行的每日口服剂型减重适应症13周IIa期研究已经完成入组，总计125名患者，预计将在2025年Q4读出顶线数据。ASC30拥有美国和全球化合物专利保护，专利保护期至2044年。
东吴证券指出，ASC30作为歌礼制药的核心管线，此前在美国开展的口服剂型Ia期临床读出了优秀的疗效数据，4周最高减重6.5%，而与礼来同赛道的口服小分子GLP-1管线Orforglipron的4周最高减重3.4%相比效果更佳，具有较高的全球BIC潜力。该行指出，歌礼制药对于ASC30的临床推进速度很快，整体效率更高，且临床在美国开展，数据更受海外MNC认可。综合以上优势，认为该管线具有很强的BD预期，随着25年Q4的临床数据读出，BD预计有望推进加快。
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