智通财经APP获悉，歌礼制药-B(01672)涨超4%，截至发稿，涨4.25%，报14.23港元，成交额2682.71万港元。
消息面上，12月4日，CDE 官网显示，歌礼的1类新药地尼法司他片上市申请获得受理。根据该药的临床研究进度，Insight 数据库推测本次申请的适应症为用于治疗中重度寻常性痤疮。地尼法司他 (Denifanstat，ASC40) 是一款潜在 First-in-class、每日一次口服脂肪酸合成酶 (FASN) 抑制剂。该药最初由 Sagimet Biosciences 开发，歌礼拥有其在大中华区的独家权益。
兴业证券此前指出，歌礼制药在减重代谢领域持续投入，聚焦减重赛道核心痛点进行深度管线布局。随着小分子GLP-1R激动剂二期数据的潜在读出以及THRβ管线的进一步进展，公司在减重领域有望持续展现差异化竞争优势。公司引进的痤疮治疗药物ASC40也有望逐渐为公司贡献收入。
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