港股异动 | 派格生物医药-B(02565)午前涨超5% GLP-1多靶点领域临床进度靠前 PB-718为公司旗下重磅品种

智通财经
Sep 23

智通财经APP获悉,派格生物医药-B(02565)午前涨超5%,该股上市至今股价累计涨幅逾3.1倍。截至发稿,涨5.25%,报54.15港元,成交额1986.56万港元。

浙商证券发布研报指出,全球GLP-1药物市场由诺和诺德礼来主导,其他MNC正在加速布局中。随着适应症的不断拓展、剂型的不断改良、治疗效果不断迭代优化,该行认为广义的GLP-1赛道不管是从潜在患者基数还是市场规模的角度看都有较大的提升空间,是MNC在代谢类慢病领域不容错过的最重要赛道。同时,上述部分MNC在GLP-1领域的技术路径、新靶点、新适应症等方面的布局仍有较大提升空间,该行看好国内细分领域布局药企出海BD机遇。

浙商证券认为,在GLP-1多靶点领域国内部分管线临床进度靠前,有望持续诞生大BD事件。据了解,PB-718为派格生物医药旗下重磅产品,该药物是一款新型长效GLP-1/GCG双受体激动剂,其核心治疗方向是MASH治疗领域。派格生物披露的PB-718 Ib/IIa期临床试验结果显示,经剂量滴定后,1.6mg剂量的PB-718治疗18周可显著降低肝脏脂肪含量,较基线变化百分比均值为-57.14%,最大降幅达62%,相比司美格鲁肽在更短的治疗时间内实现了更显著的肝脏脂肪下降。

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