With the dual efforts of Novo Nordisk, it is expected that Laike Pharmaceutical will become one of the leading players in the global weight loss market in the future, and thus achieve a leap in its own valuation.
Recently, there has been an increasingly intense discussion about "muscle building and fat loss" in the market. Zhijun Finance and Economics discovered from relevant pharmaceutical financial reports that at the 84th annual meeting of the American Diabetes Association (ADA) this year, Novo Nordisk and its partners presented a study on the "human tissue engineering muscle function research platform", which drew attention to this research partner of Novo Nordisk - Laike Pharmaceutical (02105).
A retrospective study showed that nearly 40% of the weight lost by semaglutide subjects was muscle, increasing the risk of cardiovascular disease, osteoporosis, and even muscle loss. As a result, "muscle building and fat loss" has become a hot research direction in the field of weight loss drugs. During this year's ADA conference, many pharmaceutical companies, including Regeneron and Biohaven, showcased their research and development progress in the direction of weight loss and muscle gain.
But in this area, Laike Pharmaceutical's independently developed LAE102 (ActRIIA monoclonal antibody) and Eli Lilly's purchased Bimagrumab are the pioneers of this track.
According to the app of Zhijun Finance and Economics, the ActRII target has multiple key features of a new generation of weight loss therapies, including weight loss, muscle gain, and no rebound. Laike Pharmaceutical's independently developed LAE102 targets the new ActRIIA target involved in regulating muscle regeneration and lipid metabolism.
In previous pre-clinical studies, LAE102 has shown an effect to increase muscle and reduce fat. The data shows that LAE102 in combination with GLP-1 receptor agonists can further reduce fat and significantly reduce muscle loss caused by GLP-1 receptor agonists.
This cooperation between Laike Pharmaceutical and Novo Nordisk has sparked extensive discussions and speculations in the industry and the market. The focus of the market's attention is whether the cooperation between Novo Nordisk and Laike Pharmaceutical will extend from research to products.
As we all know, in the GLP-1RA drug market, Novo Nordisk and Eli Lilly each hold half of the market share, and the market is expected to exceed 150 billion US dollars by 2031. Eli Lilly has invested 1.95 billion US dollars in the acquisition of Bimagrumab in order to help surpass semaglutide in the new track of weight loss and muscle gain.
For Novo Nordisk, if semaglutide wants to "defend the city", it urgently needs the help of an ActRIIA drug, and Laike Pharmaceutical's LAE102 has shown excellent complementary properties with semaglutide in terms of weight loss and muscle gain. In addition, LAE102 is the second monoclonal antibody against ActRIIA to enter formal clinical trials globally, behind only Bimagrumab, targeting overweight/obesity indications. And from the clinical trial approval to the completion of the first subject, it only took 1.5 months, reflecting the high efficiency and cooperation value of Laike Pharmaceutical.
Currently, in order to accelerate the development and commercialization process of LAE102, Laike Pharmaceutical is also seeking strategic partners, and it is the dual efforts of Laike Pharmaceutical and Novo Nordisk that are expected to make Laike Pharmaceutical at the forefront of the global weight loss market in the future, and thus achieve a leap in its own valuation.
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