港股異動丨來凱醫藥拉昇漲超12%,創年內新高
來凱醫藥-B(2105.HK)盤初拉昇漲超12%,報13.88港元,股價創去年12月12日以來新高。消息面上,Nature曾於2月12日發佈新聞特稿介紹多款目前處於研發階段、值得關注的新型減重藥物,其中,禮來的Bimagrumab作爲文中提到的唯二的非GLP-1類靶點藥物,首次披露了相當鼓舞人心的個案數據。值得注意的是,目前,全球範圍內有多家藥企佈局ActRII靶點的減重類藥物,其中有2款進展最快的藥物已經進入正式臨牀試驗階段,除了禮來的Bimagrumab之外,另一款管線正是來凱醫藥的LAE102。LAE102是來凱醫藥自主研發針對Act RIIA的單克隆抗體,Act RIIA是在肌肉再生和脂肪代謝中發揮重要作用的受體。在臨牀前模型中,LAE102已顯示出增加肌肉並減少脂肪的效果。LAE102與GLP-1受體激動劑聯用可進一步減少脂肪並顯著降低GLP-1受體激動劑導致的肌肉流失,使LAE102成爲一種高質量體重控制候選藥物。2024年6月,來凱醫藥的LAE102(ActRIIA單克隆抗體)針對超重/肥胖適應症,在中國開展的I期臨牀試驗就已經啓動,並完成了首例受試者給藥。截至2024年12月,該臨牀試驗進展順利,所有64位受試者都已經完成 I期單劑量遞增研究(SAD研究)的給藥,並且觀察到靶標結合的早期跡象和預期的藥效生物標誌物變化,同時安全性指標良好, 沒有任何受試者發生腹瀉等不良反應。還值得注意的是,2024年11月20日,來凱醫藥發佈公告稱,公司已與禮來公司簽訂一項臨牀合作協議,旨在支持和加速LAE102(ActRIIA單克隆抗體)針對肥胖症治療的全球臨牀開發。

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