PR Newswire BiotechnologyCodex · 实盘不做把握 4/10
北京时间·🕒 发布 18:10:00时区推断·⟳ 抓取 18:11:56·⚡ 决策 07-27 18:12:42 +46s·92.1 天前
歌礼制药公布ASC37减重小鼠模型优于替尔泊肽的临床前数据
ASC37在DIO小鼠模型中显示较替尔泊肽更强的体重下降,并计划2026年三季度提交IND,事件方向对歌礼制药(1672.HK)为正面。
📄 原文PR Newswire Biotechnology↗ 原文
Ascletis Announces Once-Monthly Subcutaneously Administered GLP-1R/GIPR/GCGR Triple Peptide Agonist, ASC37, Demonstrate…
不做 歌礼制药(01672.HK)
临床前小鼠数据虽利好管线叙事,但尚无人体临床、监管获批或可量化收入增量,短线正期望不足,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 2026-07-27 · 扩散 low · price-in 风险 medium ↗
关键理由
- ASC37在DIO小鼠模型中显示较替尔泊肽更强的体重下降,并计划2026年三季度提交IND,事件方向对歌礼制药(1672.HK)为正面。
- 但该数据仍停留在动物模型阶段,尚未进入人体临床,距离FDA BLA和商业化收入验证仍很远,短周期业绩增量无法量化。
- 当前催化主要是公司新闻稿披露的早研管线进展,不能形成足够明确的可回测正期望。
主要风险
- ASC37尚未进入人体临床,动物模型到人体疗效、安全性、剂量和给药便利性的外推风险高。
- 未能核实真实行情和市值数据,且本事件没有近期收入、利润或现金流增量,不能用管线叙事替代交易边际。
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-07-27 · 影响 weakens
原文显示ASC37仍处临床前阶段,BLA需在完成三期后提交,当前没有人体疗效、安全性或商业化收入证据。
检索:ASC37 preclinical mouse model IND Phase 1 commercialization risk 原文 ↗
原文全文
展开原文 · 5,207 字
Ascletis Announces Once-Monthly Subcutaneously Administered GLP-1R/GIPR/GCGR Triple Peptide Agonist, ASC37, Demonstrated Superior Weight Loss in a Diet-Induced Obese Mouse Model
-ASC37 demonstrated statistically significant 88% greater relative body weight reduction compared to tirzepatide in the diet-induced obese (DIO) mouse model.
-Both ASC37 once-monthly subcutaneous (SQ) formulation and oral formulation will be submitted to the U.S. Food and Drug Administration (FDA) via a biologics license application (BLA).
HONG KONG, July 27, 2026 /PRNewswire/ -- Ascletis Pharma Inc. (HKEX: 1672, "Ascletis") announces that ASC37, a next-generation GLP-1R/GIPR/GCGR[1] triple peptide agonist, demonstrated superior weight loss to tirzepatide in a diet-induced obese (DIO) mouse model. Following 11-day administration of ASC37 and tirzepatide at the same dose of 1 nmol/kg in DIO mice, ASC37 had statistically significant 88% greater relative body weight reduction compared to tirzepatide (Table 1). Furthermore, ASC37 demonstrated up to 41.5% weight loss in a dose-dependent fashion in the DIO mice (Table 1).
Table 1. ASC37 demonstrated statistically and significantly more weight loss than tirzepatide in DIO mice following 11-day administration
Dosing |
Total body weight change |
Greater relative weight loss |
1 nmol/kg tirzepatide SQ, QD |
-7.5 % |
- |
1 nmol/kg ASC37 SQ, QD |
-14.1 % |
88% (p = 0.0279 vs tirzepatide) |
10 nmol/kg ASC37 SQ, QD |
-30.1 % |
301% (p < 0.0001 vs tirzepatide) |
30 nmol/kg ASC37 SQ, QD |
-41.5 % |
453% (p < 0.0001 vs tirzepatide) |
Note: DIO mice: diet-induced obese mice; SQ: subcutaneous; QD: once daily.
ASC37 was engineered to have 41 alpha amino acids, which qualifies it as a biologic. The Investigational New Drug (IND) application of both ASC37 once-monthly subcutaneous (SQ) formulation and oral formulation will be submitted in the third quarter of 2026. Biologics license applications (BLAs) for both ASC37 once-monthly SQ formulation and oral formulation will be submitted to the FDA after Phase III completion. ASC35, a next-generation GLP-1R/GIPR dual peptide agonist, also has 41 alpha amino acids and will be submitted as a BLA as well.
Compared to retatrutide, another triple peptide agonist, in non-human primate (NHP) studies, ASC37 SQ Self Assembly Lipid Depot (SALD) formulation had an average observed half-life of approximately 17 days compared to 2.5 days for retatrutide. This approximately 7-fold longer half-life for ASC37 confirms once-monthly or less dosing frequency.
"Based on these encouraging preclinical data, we believe ASC37 has the potential to be a first-in-class once-monthly SQ triple peptide agonist for people living with severe obesity, also with the added advantage of being submitted under the BLA regulatory process," said Jinzi Jason Wu, Ph.D., Founder, Chairman and CEO of Ascletis. "Qualification of ASC37 as a biologic offers a number of benefits, including longer statutory exclusivity periods and extended protection from government price negotiation compared to small molecules."
Under the Inflation Reduction Act, biologics benefit from a longer exemption period of 13 years following FDA approval, instead of nine years for small molecules, before being subject to government price negotiations. There is also no regulatory path for biologics to be compounded by third-party pharmacies. This limits the ability of compounding pharmacies from potentially offering a lower-price version of ASC37 and ASC35.
[1] GLP-1R: glucagon-like peptide 1 receptor, GIPR: gastric inhibitory polypeptide receptor, GCGR: glucagon receptor |
About Ascletis Pharma Inc.
Ascletis Pharma Inc. is a fully integrated biotechnology company focused on the development and commercialization of potentially best-in-class and first-in-class therapeutics to treat metabolic diseases. Utilizing its proprietary Artificial Intelligence-assisted Structure-Based Drug Discovery (AISBDD) and Ultra-Long-Acting Platform (ULAP) technologies as well as Peptide Oral Transport ENhancement Technology (POTENT), Ascletis has developed multiple drug candidates in-house, including both small molecules and peptides, such as its lead program, ASC30, a small molecule GLP-1R agonist designed to be administered once daily orally and once monthly to once quarterly subcutaneously as a treatment therapy and a maintenance therapy for chronic weight management; ASC36, an amylin receptor peptide agonist, ASC35, a once-monthly subcutaneously administered GLP-1R/GIPR dual peptide agonist and ASC37, a GLP-1R/GIPR/GCGR triple peptide agonist, ASC39, an eloralintide-like potent and amylin-selective oral small molecule amylin receptor agonist, ASC30_39 FDC, a fixed-dose combination (FDC) of ASC30 (GLP-1 RA) and ASC39 (amylin RA), ASC30_48 FDC, a fixed-dose combination (FDC) of ASC30 (GLP-1 RA) and ASC48 (GIP RA), for chronic weight management. Ascletis is listed on the Hong Kong Stock Exchange (1672.HK).
For more information, please visit www.ascletis.com.
Contact:
Peter Vozzo
ICR Healthcare
443-231-0505 (U.S.)
[email protected]
Ascletis Pharma Inc. PR and IR Teams
+86-181-0650-9129 (China)
[email protected]
[email protected]
SOURCE Ascletis Pharma Inc.
-ASC37 demonstrated statistically significant 88% greater relative body weight reduction compared to tirzepatide in the diet-induced obese (DIO) mouse model.
-Both ASC37 once-monthly subcutaneous (SQ) formulation and oral formulation will be submitted to the U.S. Food and Drug Administration (FDA) via a biologics license application (BLA).
HONG KONG, July 27, 2026 /PRNewswire/ -- Ascletis Pharma Inc. (HKEX: 1672, "Ascletis") announces that ASC37, a next-generation GLP-1R/GIPR/GCGR[1] triple peptide agonist, demonstrated superior weight loss to tirzepatide in a diet-induced obese (DIO) mouse model. Following 11-day administration of ASC37 and tirzepatide at the same dose of 1 nmol/kg in DIO mice, ASC37 had statistically significant 88% greater relative body weight reduction compared to tirzepatide (Table 1). Furthermore, ASC37 demonstrated up to 41.5% weight loss in a dose-dependent fashion in the DIO mice (Table 1).
Table 1. ASC37 demonstrated statistically and significantly more weight loss than tirzepatide in DIO mice following 11-day administration
Dosing |
Total body weight change |
Greater relative weight loss |
1 nmol/kg tirzepatide SQ, QD |
-7.5 % |
- |
1 nmol/kg ASC37 SQ, QD |
-14.1 % |
88% (p = 0.0279 vs tirzepatide) |
10 nmol/kg ASC37 SQ, QD |
-30.1 % |
301% (p < 0.0001 vs tirzepatide) |
30 nmol/kg ASC37 SQ, QD |
-41.5 % |
453% (p < 0.0001 vs tirzepatide) |
Note: DIO mice: diet-induced obese mice; SQ: subcutaneous; QD: once daily.
ASC37 was engineered to have 41 alpha amino acids, which qualifies it as a biologic. The Investigational New Drug (IND) application of both ASC37 once-monthly subcutaneous (SQ) formulation and oral formulation will be submitted in the third quarter of 2026. Biologics license applications (BLAs) for both ASC37 once-monthly SQ formulation and oral formulation will be submitted to the FDA after Phase III completion. ASC35, a next-generation GLP-1R/GIPR dual peptide agonist, also has 41 alpha amino acids and will be submitted as a BLA as well.
Compared to retatrutide, another triple peptide agonist, in non-human primate (NHP) studies, ASC37 SQ Self Assembly Lipid Depot (SALD) formulation had an average observed half-life of approximately 17 days compared to 2.5 days for retatrutide. This approximately 7-fold longer half-life for ASC37 confirms once-monthly or less dosing frequency.
"Based on these encouraging preclinical data, we believe ASC37 has the potential to be a first-in-class once-monthly SQ triple peptide agonist for people living with severe obesity, also with the added advantage of being submitted under the BLA regulatory process," said Jinzi Jason Wu, Ph.D., Founder, Chairman and CEO of Ascletis. "Qualification of ASC37 as a biologic offers a number of benefits, including longer statutory exclusivity periods and extended protection from government price negotiation compared to small molecules."
Under the Inflation Reduction Act, biologics benefit from a longer exemption period of 13 years following FDA approval, instead of nine years for small molecules, before being subject to government price negotiations. There is also no regulatory path for biologics to be compounded by third-party pharmacies. This limits the ability of compounding pharmacies from potentially offering a lower-price version of ASC37 and ASC35.
[1] GLP-1R: glucagon-like peptide 1 receptor, GIPR: gastric inhibitory polypeptide receptor, GCGR: glucagon receptor |
About Ascletis Pharma Inc.
Ascletis Pharma Inc. is a fully integrated biotechnology company focused on the development and commercialization of potentially best-in-class and first-in-class therapeutics to treat metabolic diseases. Utilizing its proprietary Artificial Intelligence-assisted Structure-Based Drug Discovery (AISBDD) and Ultra-Long-Acting Platform (ULAP) technologies as well as Peptide Oral Transport ENhancement Technology (POTENT), Ascletis has developed multiple drug candidates in-house, including both small molecules and peptides, such as its lead program, ASC30, a small molecule GLP-1R agonist designed to be administered once daily orally and once monthly to once quarterly subcutaneously as a treatment therapy and a maintenance therapy for chronic weight management; ASC36, an amylin receptor peptide agonist, ASC35, a once-monthly subcutaneously administered GLP-1R/GIPR dual peptide agonist and ASC37, a GLP-1R/GIPR/GCGR triple peptide agonist, ASC39, an eloralintide-like potent and amylin-selective oral small molecule amylin receptor agonist, ASC30_39 FDC, a fixed-dose combination (FDC) of ASC30 (GLP-1 RA) and ASC39 (amylin RA), ASC30_48 FDC, a fixed-dose combination (FDC) of ASC30 (GLP-1 RA) and ASC48 (GIP RA), for chronic weight management. Ascletis is listed on the Hong Kong Stock Exchange (1672.HK).
For more information, please visit www.ascletis.com.
Contact:
Peter Vozzo
ICR Healthcare
443-231-0505 (U.S.)
[email protected]
Ascletis Pharma Inc. PR and IR Teams
+86-181-0650-9129 (China)
[email protected]
[email protected]
SOURCE Ascletis Pharma Inc.
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