BGM0504 injection, a polypeptide hypoglycemic drug independently developed by ① Borey Pharmaceutical subsidiary, is still in the research and development stage; after the continuous rise in ②, a number of weight loss drug concept stocks issued announcements to remind the corresponding risks.
Science and Technology Innovation Board Daily, Oct. 16.After two consecutive trading days, the share price rose more than 30%. After today's trading, Bouri Pharmaceutical disclosed that the stock trading change notice saidThe peptide hypoglycemic drug BGM0504 injection independently developed by the company's holding subsidiary Borexinchuang Biomedical Technology (Wuxi) Co., Ltd. is still in the research and development stage..
BGM0504 injection and Novo-Nordisk A/S 's star weight loss drug Smegelutide are both GLP-1 drugs. Data show that GLP-1 drugs can stimulate insulin secretion, inhibit glucagon secretion to delay gastric emptying and reduce appetite, and finally achieve the effect of reducing blood sugar and weight.
Borey Medicine saidAs of the date of disclosure of the announcement, the two indications for weight loss and the treatment of type 2 diabetes have only received ethical approval for phase Ⅱ clinical trials, of which phase Ⅱ for the treatment of type 2 diabetes has begun to be enrolled.. After the completion of the phase II clinical trial, it is necessary to confirm the confirmatory clinical trial plan by the State Drug Administration, carry out and complete the phase III clinical study, and be reviewed, approved and approved by the State Drug Administration before it can be put on the market.
This is the third stock price change statement issued by Bouri Pharmaceutical since September. Previously, after trading on October 13 and September 27, the company issued relevant announcements respectively. Since September 25, as of press time, the company's closing price has risen by 85.98%, much higher than the industry increase and the Kechuang 50 index increase over the same period. BGM0504 injection is the main driving force of this wave of share prices.
Looking back on this round of rise, Novo Nord's Simeglopeptide has made waves in the secondary market. Its share price has risen nearly 30% in the past three months, with a total market capitalization of more than US $450 billion, and the popularity of A-share diet drug concept stocks continues unabated.
On the evening of October 12, Yuan Jiandong, chairman of Bouri Pharmaceutical, caused hot discussion on the Internet about "testing the drug with his own body", which "added a fire" to the A-share weight loss drug market.
According to the investor research report released by Borey Pharmaceutical, the company received a total of 77 institutional investors from October 10 to 12, and Chairman Yuan Jiandong and Dong Mi attended the meeting. Yuan Jiandong said on the conference call that he personally tested the medicine (BGM0504 injection) and reduced his weight from 91 kg to 76 kg (30 jin), according to investors involved in the conference call.
All institutional investors in the investor research report disclosed by Borey Pharmaceutical on the 12th.
Spurred by the news, Borey Pharmaceuticals jumped 8% on October 13, then shook up, sealed the limit in less than 10 minutes, and harvested 20cm.
Borey medical staff responded publicly on the 13th that individual conditions could not represent clinical trial data.
Investor enthusiasm has not been extinguished. Under the catalysis of the good news that the chairman of Borey Pharmaceuticals superimposed Nuo and Nord raised their profit forecasts, Borey Pharmaceutical opened 15 points higher on the first trading day of the week (October 16), and finally closed up 9.14%. In addition, a number of weight-loss drug concept stocks staged "aerial refueling", Changshan Pharmaceutical, Jin Kaisheng, Haofan Biological and other rose more than 10%.
It is worth noting thatAfter a continuous surge, a number of weight-loss drug concept stocks issued announcements to prompt the corresponding risks.
Just today, Shuanglu Pharmaceutical announced that the GLP-1 receptor agonist (daily preparation) in the research project has completed three phases of follow-up of all participants and is in the stage of collating clinical data, but the product has not conducted a clinical study on weight loss alone.
Conghui Pharmaceutical also issued a clarification announcement that Shaanxi Youbang, the holding company, is carrying out the small-scale production of Simiguelu peptide and tiopol peptide intermediates, and the pilot-scale production stage needs to be completed after the completion of the small-scale test. at present, it does not have the production capacity of Simiguelu peptide and tiopol peptide intermediates. At present, the company has no production and sales of other weight loss drugs.
Earlier, Changshan Pharmaceutical, which has tripled, has issued four announcements of abnormal trading fluctuations since September. In the risk Tip announcement on Oct. 9, the company reminded investors of the clinical trial of Abenazeptide developed by the company. indications for the treatment of type 2 diabetes, not obesity indications.
On the evening of October 12, Silianban baihua Pharmaceutical issued a notice showing that for the slimming drug project, the slimming drug project commissioned by the company is in the process of research and development and has entered the clinical trial stage. after the completion of the research and development, the company will transfer the research and development results to the customer. The company has no related drug production and sales business. The revenue of the entrusted R & D project in 2022 accounts for only 0.3% of the company's annual operating income, and the project will not have a significant impact on its performance.