
理解市场 | 歌礼制药-B 涨超 5% ASC30 展现优越疗效及安全性数据 公司下半年催化剂较多

ASCLETIS-B's stock price rose by more than 5%, with an increase of 5.02% as of the time of publication, reported at HKD 10.88, with a trading volume of HKD 92.5898 million. The company reported the clinical research results of ASC30 at the upcoming European Association for the Study of Diabetes annual meeting, showing superior performance in weight loss and safety. Soochow Securities pointed out that the company has several important clinical data set to be disclosed in the second half of the year and is expected to submit multiple new pipeline INDs to the FDA
According to Zhitong Finance APP, ASCLETIS-B (01672) rose over 5%, with a current increase of 5.02%, priced at HKD 10.88, and a trading volume of HKD 92.5898 million.
In terms of news, ASCLETIS announced this morning that it will report the results of its ASC30 oral small molecule GLP-1R agonist 28-day multiple dose escalation study at the 61st Annual Meeting of the European Association for the Study of Diabetes to be held in Vienna, Austria on September 16, 2025. The ASC30 once-daily oral tablet showed a relative baseline average weight loss of up to 6.5% after 28 days of treatment, adjusted for placebo; the superior efficacy of ASC30 tablets is attributed to its higher oral drug exposure; ASC30 demonstrated good safety and tolerability, with only mild to moderate gastrointestinal (GI) adverse events (AE) reported. Due to the weekly titration strategy of 2 mg to 5 mg used in the multiple dose escalation (MAD) cohort 1, no vomiting occurred in this cohort.
Soochow Securities recently pointed out that the company has many catalysts in the second half of the year, with several important clinical data sets about to be disclosed: based on clinical trial progress and company announcements, the firm expects to read out the top-line data for ASC30 oral Phase II, ASC47 Phase I, and ASC50 Phase I in Q4 2025, and the top-line data for ASC30 subcutaneous injection Phase II in Q1 2026. At the same time, the company expects to submit 2-3 new pipeline INDs to the FDA in the next 6-9 months, including a dual-target peptide weight loss pipeline
