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北京时间·🕒 发布 08:16:36时区推断·⟳ 抓取 08:17:06·⚡ 决策 07-23 08:21:46 +4m40s·96.4 天前
歌礼制药肥胖候选药动物数据拟在EASD展示，仍属临床前低确定性催化
歌礼制药（01672.HK）ASC36_35 FDC在DIO大鼠模型中显示优于eloralintide/tirzepatide组合的减重效果，并拟于2026年10月1日EASD会议展示。
📄 原文Investing.com↗ 原文
Ascletis obesity drug shows weight loss in animal study
Google nearly doubles AI infrastructure spending as Q2 tops estimates HONG KONG - Ascletis Pharma Inc. (HKEX:1672) anno…
不做 歌礼制药-B（01672.HK）
临床前动物数据预告不足以支撑可交易业绩重估，且标题正文错配降低信号质量，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 歌礼制药（01672.HK）ASC36_35 FDC在DIO大鼠模型中显示优于eloralintide/tirzepatide组合的减重效果，并拟于2026年10月1日EASD会议展示。
- 事件仍停留在临床前动物数据和会议摘要阶段，距离人体有效性、安全性、剂量和商业化收入验证较远。
- 正文标题混入Google AI基建内容，与正文主体不一致，信号质量偏低。
主要风险
- 肥胖药赛道竞争极强，动物模型优效不能直接外推成人临床疗效。
- 未披露临床阶段、商业化时间表、峰值销售或合作权益，无法形成可靠业绩量级句。
反向证据
- 做多前查反向 · 来源 source_text · 日期 2026-07-23 · 影响 weakens
仅见动物模型和会议展示预告，未见人体临床疗效或收入量化。
检索:歌礼制药 ASC36_35 临床前 肥胖药 动物数据 商业化 原文 ↗
原文全文
展开原文 · 1,969 字
Google nearly doubles AI infrastructure spending as Q2 tops estimates
HONG KONG - Ascletis Pharma Inc. (HKEX:1672) announced that preclinical data for its obesity treatment candidate ASC36_35 FDC will be presented at the 62nd European Association for the Study of Diabetes Annual Meeting in Milan, Italy, according to a press release statement.
The fixed-dose combination of ASC36, a peptide amylin receptor agonist, and ASC35, a peptide GLP-1R/GIPR agonist, demonstrated superior weight loss compared to eloralintide in combination with tirzepatide in a diet-induced obese animal model.
The data will be presented during a short oral discussion session on October 1, 2026, from 14:00 to 15:00 CEST. The presentation is titled "Co-formulation of ASC36 and ASC35, once-monthly amylin receptor agonist and GLP-1R/GIPR agonist, demonstrated superior weight loss to eloralintide/tirzepatide combo in DIO rats."
ASC36_35 FDC is designed as a once-monthly subcutaneous injection that targets three receptors: amylin receptor, GLP-1R and GIPR. The drug candidate uses the company’s Self-Assembling Lipid Depot formulation, developed through Ascletis’ Ultra-Long-Acting Platform technology.
Jinzi Jason Wu, Founder, Chairman and CEO of Ascletis, stated, "We believe the co-formulation of ASC36 and ASC35 has the potential to lead to greater weight loss in people with obesity than eloralintide/tirzepatide combination can achieve, based on these preclinical data."
The 62nd EASD Annual Meeting will take place in Milan from September 28 to October 2, 2026. The European Association for the Study of Diabetes, founded in 1965, focuses on encouraging research in diabetes and facilitating the application of acquired knowledge.
Ascletis is a biotechnology company focused on developing therapeutics for metabolic diseases and is listed on the Hong Kong Stock Exchange.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
HONG KONG - Ascletis Pharma Inc. (HKEX:1672) announced that preclinical data for its obesity treatment candidate ASC36_35 FDC will be presented at the 62nd European Association for the Study of Diabetes Annual Meeting in Milan, Italy, according to a press release statement.
The fixed-dose combination of ASC36, a peptide amylin receptor agonist, and ASC35, a peptide GLP-1R/GIPR agonist, demonstrated superior weight loss compared to eloralintide in combination with tirzepatide in a diet-induced obese animal model.
The data will be presented during a short oral discussion session on October 1, 2026, from 14:00 to 15:00 CEST. The presentation is titled "Co-formulation of ASC36 and ASC35, once-monthly amylin receptor agonist and GLP-1R/GIPR agonist, demonstrated superior weight loss to eloralintide/tirzepatide combo in DIO rats."
ASC36_35 FDC is designed as a once-monthly subcutaneous injection that targets three receptors: amylin receptor, GLP-1R and GIPR. The drug candidate uses the company’s Self-Assembling Lipid Depot formulation, developed through Ascletis’ Ultra-Long-Acting Platform technology.
Jinzi Jason Wu, Founder, Chairman and CEO of Ascletis, stated, "We believe the co-formulation of ASC36 and ASC35 has the potential to lead to greater weight loss in people with obesity than eloralintide/tirzepatide combination can achieve, based on these preclinical data."
The 62nd EASD Annual Meeting will take place in Milan from September 28 to October 2, 2026. The European Association for the Study of Diabetes, founded in 1965, focuses on encouraging research in diabetes and facilitating the application of acquired knowledge.
Ascletis is a biotechnology company focused on developing therapeutics for metabolic diseases and is listed on the Hong Kong Stock Exchange.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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