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“增肌减脂”重磅药有望?来凯医药(2105.HK)打好单靶点药物+双靶点抗体"激活素管线组合拳"

"Is there hope for a heavyweight drug for muscle building and fat loss? Come to Kai Pharmaceuticals (2105.HK) and play a good single target drug + dual target antibody 'activation factor pipeline combination'"

Gelonghui Finance ·  Aug 30 15:55

August 30th, Ge Leng Hui | The phase II clinical trial results of the anti-obesity drug giant Eli Lilly and Co.'s bemagrumab will be announced in the near future, attracting much attention from the pharmaceutical industry. The industry is looking forward to the emergence of a blockbuster drug in this field to benefit obese patients globally. Bemagrumab is a dual-target antibody that antagonizes both ActRIIA and ActRIIB. It is believed within the industry that in order to find the most ideal synergistic state between these two subtypes, there must be highly specific single-target drugs for optimization studies of different combinations. In this regard, the biotechnology company Lai Kai Medicine (2105.HK)'s "Activin pipeline combination" may be able to find a more ideal synergistic effect between the two subtypes, providing enough space for the subsequent development of its drugs. Preclinical research results have shown that in a three-week trial in obese (DIO) mouse models, Lai Kai Medicine's independently developed monoclonal antibody LAA102 targeting ActRIIA as a single drug has muscle-building and fat-reducing effects. When used in combination with semaglutide, it can lead to further reduction of fat and muscle protection, potentially compensating for the insufficient muscle loss caused by semaglutide. Lai Kai Medicine's "Activin pipeline combination" optimizes in different directions through various flexible combinations to find the best combination to meet the clinical needs of muscle-building and fat-reduction. Furthermore, the "combination" may very well achieve better therapeutic effects and safety profiles in intervention and control circuits. It may also expand to more disease indications, such as muscle deficiency, cancer, and pulmonary arterial hypertension.

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