event-trade登录编辑
PR Newswire BiotechnologyCodex · 实盘可交易 · 做多市场:港股▲ 赚 +5.83% · 已结算把握 5/10
北京时间·🕒 发布 08-03 18:55:00时区推断·⟳ 抓取 08-03 18:55:14·⚡ 决策 08-04 03:02:33 +8h07m·84.8 天前

歌礼制药ASC30获FDA III期许可并启动全球肥胖关键试验

ASC30已获FDA Phase III clearance并启动两项全球关键III期,合计约4,600名肥胖或超重受试者,路线从概念验证进入注册性试验。

📄 原文PR Newswire Biotechnology↗ 原文
Ascletis Announces Initiation of Global Phase III for Oral Small Molecule GLP-1, ASC30 and Positive Preclinical Data fo…
▲ 做多歌礼制药01672.HK🇭🇰试探仓
▲ 赚 +5.83%入场 08-04 开盘 @9.000 → 离场 08-05 开盘 @9.579
8.00010.0012.009.000做多 08-04离场 08-0507-1309-15
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑ASC30正式III期,低开平开才买
怎么买 限价买入 不高于 9、仅下一个交易日,不成交作废
怎么卖 止盈 +5%(半仓)/+9%(清仓) · 止损 -6% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

分时走势

做多 01672.HK 歌礼制药

建仓日早于近 30 天,只有日线图

成交明细 · 纸面

做多 01672.HK 歌礼制药

收益状态+5.83% 已平仓
进场成交2026-08-04 · 开盘 · @9
离场成交2026-08-05 · 开盘 · @9.5786
毛收益+6.43%
成本+0.60%
净收益+5.83%
计入收益+5.83%
建仓日2026-08-04 · 进场不早于新闻时刻 + 2 分钟

收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 21:01

研究档案

🔎 新鲜度:最早出现 2026-08-03 06:55 ET · 扩散 medium · price-in 风险 medium ↗

消息传播链

  1. 2026-08-03 06:55 ET首发PRNewswire/Ascletis Pharma一手源原文 ↗
    公司通稿披露ASC30获FDA III期许可并启动两项全球关键III期,合计约4,600名受试者。
    市场反应:01672.HK最新收盘9.00港元、较前收8.35港元涨7.78%,但该通稿在港股收盘后发布。
  2. 2026-08-03市场反应stock_quote非一手
    行情工具显示01672.HK近20日下跌23.66%、最新一日上涨7.78%,短线并非20日强趋势但存在前一交易日异动。
    市场反应:最新价9.00港元,20日波动率约5.62%。

关键理由

  • ASC30已获FDA Phase III clearance并启动两项全球关键III期,合计约4,600名肥胖或超重受试者,路线从概念验证进入注册性试验。
  • 公司称现金可支持运营至2029年,覆盖预计2028年底美国NDA和2029年初欧洲MAA提交,降低近期融资稀释压力。
  • 量级上,歌礼制药最新市值约11.18亿港元、无成熟肥胖药收入,ASC30若成为orforglipron之后的口服小分子GLP-1候选,对管线价值的边际权重显著高于现有收入基数。

主要风险

  • 先例深研显示高相似样本不足3条,且临床启动类消息若缺少新人体数据容易被当作程序性进展卖出。
  • ASC30顶线数据要到2028年三季度,短线交易主要来自管线价值重估;若港股开盘高开明显则不追。

反向证据

  • 做多前查反向 · 来源 web · 影响 none
    未发现足以否定ASC30 III期启动的当事方安全性否定或FDA临床暂停信息。
    检索:Ascletis ASC30 Phase II feedback FDA concerns safety adverse events 2026
  • 做多前查反向 · 来源 kb_search · 日期 2026-08-03 · 影响 none
    内部KB未命中ASC30专项负面或旧闻重复,返回多为无关AI/其他医药材料,不能削弱本次方向。
    检索:歌礼制药 ASC30 GLP-1 肥胖 III期 现金 2029 商业化 收入
  • 做多前查反向 · 来源 stock_quote · 日期 2026-08-03 · 影响 weakens
    股价当日已涨7.78%且近20日仍跌23.66%,提示次日高开风险但不等于本次具体催化已完全price-in。
    检索:stock_quote 1672.HK full

先例如何影响了这次决策

对本次决策的影响:先例把首轮小仓追到9.45改为probe且只在9.00港元以内成交,止盈下调、时间窗缩短;未改方向,因为正式III期启动和现金覆盖仍是新增正面事实。

方向:相似度加权后3日胜率约69%、中位约+1.5%,方向仍偏正,但主要由中相似样本支撑。

涨幅量级:高相似样本只有2条且首发干净样本仅1条,不能用来定大涨目标;同市场对齐层3日中位约+0.3%、5日中位约-5.0%。

形态:Structure的Phase 2b启动类先例3日-12.7%,歌礼自身多次同管线消息3到5日回吐,提示程序性里程碑不宜追高。

历史先例(按相似度)

  • 相似度 8/10 01672.HK 2025-12-08 歌礼ASC30口服片治疗肥胖13周美国II期研究取得积极顶线结果。 原文 ↗
    事件后 +1日 +18.0% · +2日 +10.8% · +3日 +4.7% · +4日 +1.3% · +5日 -9.6%
    ⚠锚前1-2日已异动14.8%>锚定日5.0% — 该行涨幅别用来定止盈止损
    相似度依据:同公司同ASC30口服肥胖管线的关键II期积极数据,机制最接近但数据读出强于本次启动。
    经验:真正临床数据读出能给大幅次日弹性,但预披露抢跑会削弱可追空间。
  • 相似度 8/10 GPCR.US 2024-11-13 Structure宣布GSBR-1290 Phase 2b ACCESS研究首批受试者给药。 原文 ↗
    事件后 +1日 +3.6% · +2日 -6.0% · +3日 -12.7% · +4日 -9.9% · +5日 -10.1%
    相似度依据:同为口服小分子GLP-1肥胖项目启动下一阶段临床,但Phase 2b低于当前全球III期。
    经验:临床启动类里程碑若不伴随新数据,容易被资金当作程序性进展卖出。
  • 相似度 7/10 01672.HK 2026-06-08 歌礼ADA展示ASC30口服片和ASC39等数据,并指引ASC30肥胖全球III期预计2026年三季度末启动。 原文 ↗
    事件后 +1日 +0.1% · +2日 -0.4% · +3日 -0.9% · +4日 -1.2% · +5日 -7.7%
    ⚠锚前1-2日已异动5.4%>锚定日3.2% — 该行涨幅别用来定止盈止损
    相似度依据:同公司同ASC30肥胖管线,但当时是会议数据和III期预期,不是正式全球III期启动。
    经验:路线图预告型消息后续弱,正式注册性启动更强但仍要防见光死。
  • 相似度 7/10 01672.HK 2026-01-05 歌礼ASC30口服小分子GLP-1糖尿病II期IND获FDA批准并披露肥胖II期减重数据。 原文 ↗
    事件后 +1日 -2.7% · +2日 +0.5% · +3日 +1.5% · +4日 +2.1% · +5日 +1.1%
    ⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:同公司同ASC30口服小分子GLP-1,但当时为糖尿病II期IND和肥胖数据补充,阶段低于当前。
    经验:监管推进叠加数据能提高管线可信度,但若非注册性里程碑,追高空间有限。
  • 相似度 7/10 1801.HK 2025-11-20 信达生物GLORY-2 III期mazdutide 9mg中重度肥胖研究达到主要和关键次要终点。 原文 ↗
    事件后 +1日 -5.4% · +2日 -0.2% · +3日 +1.7% · +4日 +2.9% · +5日 +4.3%
    相似度依据:同市场肥胖药III期顶线兑现,比当前III期启动更硬但公司规模和产品成熟度不同。
    经验:即使III期阳性读出也可能次日下跌,港股需要看承接而非盲追高开。
  • 相似度 7/10 GPCR.US 2024-06-03 Structure公布GSBR-1290口服小分子GLP-1肥胖IIa积极顶线数据并推进IIb。 原文 ↗
    事件后 +1日 +2.9% · +2日 +6.8% · +3日 +5.5% · +4日 +0.6% · +5日 +0.3%
    相似度依据:同为口服小分子GLP-1肥胖药临床推进,美股阶段和流动性不同。
    经验:肥胖药积极数据可触发管线价值重估,但次日高开后仍可能震荡。
  • 相似度 6/10 01672.HK 2026-03-10 歌礼ASC30皮下储库型制剂美国II期24周研究取得积极顶线结果。 原文 ↗
    事件后 +1日 +1.8% · +2日 +1.6% · +3日 -1.3% · +4日 -1.5% · +5日 -2.2%
    ⚠来源层级不符(声明issuer/实为media) — 该行涨幅别用来定止盈止损
    相似度依据:同公司代谢管线临床利好,但为皮下储库剂型II期数据,商业路径不同。
    经验:同公司肥胖药临床利好可带来短期上冲,但3到5日容易回吐。
  • 相似度 6/10 1801.HK 2025-06-27 信达生物mazdutide获NMPA批准用于成人慢性体重管理。 原文 ↗
    事件后 +1日 +1.4% · +2日 +2.5% · +3日 +9.4% · +4日 +11.4% · +5日 +6.7%
    相似度依据:同为港股GLP-1肥胖药里程碑,但已到获批商业化节点且公司规模大,不能直接定歌礼涨幅。
    经验:肥胖药商业化获批可有3日扩散,但大市值标的首日不一定立刻反应。
  • 相似度 6/10 VKTX.US 2024-02-27 Viking公布VK2735肥胖II期VENTURE积极顶线数据并拟与FDA讨论下一步。 原文 ↗
    事件后 +1日 +11.1% · +2日 -9.4% · +3日 +0.2% · +4日 +7.4% · +5日 +3.4%
    相似度依据:同属肥胖药临床价值重估,但VK2735为双靶点II期顶线数据,强度高于III期启动。
    经验:强数据会大幅跳空,追高要小仓并设置时间止盈。
  • 相似度 5/10 ALT.US 2023-11-30 Altimmune公布pemvidutide MOMENTUM 48周II期肥胖试验积极顶线数据。 原文 ↗
    事件后 +1日 +13.0% · +2日 +46.5% · +3日 +63.6% · +4日 +117.7% · +5日 +108.2%
    相似度依据:同为肥胖药临床数据,但不是口服小分子GLP-1且美股小盘属性更强。
    经验:低市值肥胖药资产能连续扩散,但也可能首日高开低走,不能用作港股涨幅上限。
工具调用 · 历史记录,结果未知(6 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • query_modeling_kb · 结果未知
  • kb_search · 结果未知
  • event_study · 结果未知
  • validate_order · 结果未知

原文全文

展开原文 · 11,739 字
Ascletis Announces Initiation of Global Phase III for Oral Small Molecule GLP-1, ASC30 and Positive Preclinical Data for Its First-in-Class Oral Small Molecule GLP-1/GIP/Amylin Fixed-Dose Combination
-Initiated global Phase III program for oral small molecule GLP-1, ASC30, which will enroll approximately 4,600 participants with obesity or overweight across two pivotal trials in the U.S., Europe, and Canada.
-Positive preclinical data in non-human primates announced for first-in-class once-daily oral small molecule GLP-1/GIP/amylin fixed-dose combination.
-Industry leading one-pill once-daily oral small molecule portfolio for obesity and other metabolic diseases: five programs spanning GLP-1, GIP, and amylin targets, alone and in fixed-dose combinations.
-Sufficient cash on hand to support operations into 2029, beyond the expected submission of a New Drug Application (NDA) in the U.S. by the end of 2028 and a Marketing Authorisation Application (MAA) in Europe in early 2029 for ASC30.
HONG KONG, Aug. 3, 2026 /PRNewswire/ -- Ascletis Pharma Inc. (HKEX: 1672, "Ascletis") announces once-daily oral small molecule GLP-1 (ASC30) has received Phase III clearance from the U.S. Food and Drug Administration (FDA). ASC30 is the primary pillar of Ascletis' oral small molecule obesity portfolio. The Company has initiated a global Phase III program for ASC30 chronic weight management indication consisting of two pivotal global Phase III, multicenter, randomized, double-blind, placebo-controlled trials (AURORA-1 NCT07743463 and AURORA-2 NCT07743450) in a total of approximately 4,600 participants with obesity or overweight in the U.S., Europe, and Canada. The two pivotal studies will investigate the long-term efficacy, safety, and tolerability of three maintenance doses (20 mg, 40 mg and 60 mg) of once-daily oral ASC30 compared with placebo in participants with obesity or overweight without type 2 diabetes (AURORA-1) and in participants with obesity or overweight with type 2 diabetes (AURORA-2). The treatment duration of both AURORA-1 and AURORA-2 are 72 weeks, with titrations of 12 weeks, 16 weeks and 20 weeks for 20 mg, 40 mg and 60 mg maintenance dose cohorts, respectively. The Company expects to announce topline data from the ASC30 Phase III program in the third quarter of 2028, with a U.S. FDA New Drug Application (NDA) filing expected by the end of 2028 and a European Medicines Agency (EMA) Marketing Authorisation Application (MAA) filing expected in early 2029. If approved by the respective regulatory authorities in the U.S. and Europe, this will make ASC30 potentially the second oral small molecule GLP-1 approved in the U.S. and Europe after orforglipron. The Company has sufficient cash on hand to support operations into 2029, beyond the expected submission of an NDA and an MAA for ASC30.
Ascletis also announces positive data for its first-in-class once-daily oral small molecule GLP-1/GIP/amylin triple agonist fixed-dose combination (FDC). The addition of this triple agonist FDC gives Ascletis a highly comprehensive and advanced oral small molecule portfolio for the treatment of obesity and other metabolic diseases (Table 1). The portfolio includes a best-in-class Phase III once-daily oral small molecule GLP-1, a first-in-class once-daily oral small molecule GLP-1/GIP dual agonist FDC (the first tirzepatide-like oral small molecule combination), a first-in-class once-daily oral small molecule GLP-1/GIP/amylin triple agonist FDC (the first oral tirzepatide+eloralintide-like small molecule combination), and a first-in-class once-daily oral small molecule eloralintide-like selective amylin receptor agonist (SARA). This comprehensive portfolio places Ascletis in a unique competitive position to significantly expand the population that can be treated with oral agents.
Table 1. Ascletis Once-Daily Oral Small Molecule Portfolio
Target |
Drug Candidate |
Development Status |
GLP-1R |
ASC30 |
Phase III |
GLP-1R/GIPR |
ASC30_48FDC |
IND Filing 4Q2026 |
GLP-1R/GIPR/amylin receptor |
ASC30_48_39FDC |
IND Filing 4Q2026 |
Amylin receptor (SARA) |
ASC39 |
IND Filing 3Q2026 |
GLP-1R/amylin receptor (SARA) |
ASC30_39FDC |
IND Filing 3Q2026 |
Notes: FDC: fixed-dose combination; SARA: selective amylin receptor agonist.
Oral Small Molecule Triple Agonist Combination (GLP-1/GIP/Amylin)
Ascletis' first-in-class once-daily oral small molecule triple agonist FDC targeting GLP-1, GIP, and amylin (SARA) (ASC30_48_39FDC) demonstrated a GIPR agonist (ASC48) dose-dependent, statistically significant body weight reduction of up to 15.2% in non-human primates (NHPs) after seven-day treatment. This represents an up to 120% greater relative body weight reduction compared to oral dual agonist FDC targeting GLP-1R and amylin receptor (SARA) (ASC30_39FDC) (Table 2). The data suggest that GIP component (ASC48) is critical to ASC30_48_39FDC triple agonist. ASC30_48_39FDC is the oral small molecule triple agonist equivalent to injectable triple agonist peptides like tirzepatide+eloralintide which demonstrated a 29% reduction in body weight in humans at week 32 in a recently disclosed study [1].
Table 2. Once-Daily Oral Administration of ASC30_48_39FDC for Seven Consecutive Days in Non-Human Primates (NHPs)
Group |
Dosing |
Total body weight change |
ASC30_39FDC (GLP-1R/amylin receptor |
2 mg/kg ASC30 and 0.1 mg/kg ASC39 PO, QD |
-6.9 % |
ASC30_48_39FDC (GLP-1R/GIPR/amylin |
2 mg/kg ASC30, 1 mg/kg ASC48, and 0.1 mg/kg ASC39 PO, QD |
-12.1% (p < 0.05 vs ASC30_39FDC) |
2 mg/kg ASC30, 2 mg/kg ASC48, and 0.1 mg/kg ASC39 PO, QD |
-15.2% (p < 0.01 vs ASC30_39FDC) |
Notes: FDC: fixed-dose combination; SARA: selective amylin receptor agonist; PO: oral administration; QD: once daily.
Oral Small Molecule Eloralintide-like SARA
Ascletis' first-in-class once-daily oral small molecule eloralintide-like SARA (ASC39) is the second pillar of Ascletis oral small molecule obesity portfolio. ASC39 demonstrated eloralintide-like amylin selectivity and efficacy in preclinical models (Press Release). ASC39 was 40-fold more selective for human amylin 1 receptor (hAMY1R) over human calcitonin receptor (hCTR), which is comparable to the 60-fold greater selectivity of eloralintide in the same preclinical model. Once-daily oral administration of 5 mg/kg ASC39 for six consecutive days in the diet-induced obese rats produced a weight loss of 6.0%, similar to eloralintide at 5.0% (Table 3). ASC30_39FDC, a GLP-1/amylin dual agonist FDC, is expected to be the first FDC of this type to enter the clinic in the fourth quarter of 2026.
Table 3. Once-Daily Oral Administration of ASC39 for Six Consecutive Days Compared to Eloralintide SQ in Obese Rats
Group |
Dosing |
Total body weight change from baseline |
Obese rats treated with eloralintide |
3 nmol/kg, SQ, Q3D |
-5.0 % |
Obese rats treated with ASC39 |
5 mg/kg, |
-6.0 % |
Notes: Obese rats: diet-induced obese rats; SQ: subcutaneous; Q3D: once every 3 days; PO: oral administration; QD: once daily.
Oral Small Molecule Dual Agonist Combination (GLP-1/GIP)
Ascletis' first-in-class once-daily oral dual FDC targeting GLP-1R and GIPR (ASC30_48FDC) demonstrated a 10.5% body weight reduction in non-human primates after eight-day treatment. This represents a 52% greater relative body weight reduction compared to ASC30 monotherapy (Press Release). ASC48, a first-in-class oral small molecule GIPR agonist, in a head-to-head in vitro study versus tirzepatide, demonstrated an EC50 of 1 pM in the hGIPR cyclic adenosine monophosphate (cAMP) activation assay, exhibiting greater potency than tirzepatide (EC50 = 3 pM). ASC30_48FDC represents the oral small molecule dual agonist equivalent to injectable dual agonist peptides like tirzepatide. Tirzepatide demonstrated up to a 20.9% reduction in body weight in humans as reported in the tirzepatide package insert[2].
Table 4. Once-Daily Oral Administration of ASC30_48FDC for Eight Consecutive Days in Non-Human Primates (NHPs)
Group |
Dosing |
Total body weight change from |
ASC30 (GLP-1R) |
2 mg/kg PO, QD |
-6.9 % |
ASC30_48FDC (GLP-1R/GIPR) |
2 mg/kg ASC30 and 5 mg/kg ASC48 PO, QD |
-10.5 % |
Notes: FDC: fixed-dose combination; PO: oral administration; QD: once daily.
"Following recent positive end-of-Phase II feedback received from the FDA for ASC30, we are excited to have initiated the global Phase III program of ASC30, the primary pillar of our one-pill once-daily oral small molecule obesity portfolio." said Jinzi Jason Wu, Ph.D., Founder, Chairman and CEO of Ascletis. "ASC30 (GLP-1), ASC48 (GIP) and ASC39 (amylin SARA) are small molecules with different physical-chemical properties. We have overcome multiple challenges during the development of fixed-dose combinations of these molecules. The new data for our first-in-class oral small molecule triple agonist fixed-dose combination (GLP-1/GIP/amylin) reinforces our industry-leading, comprehensive and differentiated portfolio of one-pill once-daily oral small molecules for the treatment of obesity and other metabolic diseases."
[1] Eli Lilly and Company. Safety, tolerability, pharmacokinetics and pharmacodynamics of eloralintide and tirzepatide co-administered as once-weekly subcutaneous injections [Abstract accepted for presentation at EASD 2026] |
[2] ZEPBOUND (tirzepatide) injection, for subcutaneous use [US Prescribing Information]. Indianapolis, IN: Eli Lilly and Company. Section 14.1, Table 2 (Changes in Body Weight at Week 72 in Study 1) |
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 once-daily oral small molecule GLP-1R agonist for chronic weight management and diabetes; ASC30_48 FDC, a once-daily oral small molecule dual agonist, a fixed dose combination of ASC30 (GLP-1R agonist) and ASC48 (GIPR agonist), ASC30_48_39 FDC, a once-daily oral small molecule triple agonist, a fixed dose combination of ASC30 (GLP-1R agonist), ASC48 (GIPR agonist) and ASC39 (amylin receptor agonist (SARA)), ASC39, an eloralintide-like potent selective amylin receptor agonist (SARA) once-daily small molecule, ASC30_39 FDC, a once-daily oral small molecule dual agonist, a fixed dose combination of ASC30 (GLP-1R agonist) and ASC39 (amylin receptor agonist (SARA)), ASC36, an amylin peptide, designed to be administered once monthly to once quarterly subcutaneously and once daily orally, ASC35, a once-monthly subcutaneously administered GLP-1R/GIPR dual peptide agonist, ASC36_35 FDC, a once-monthly subcutaneous triple peptide agonist, a fixed combination of ASC36 (amylin receptor agonist) and ASC35 (GLP-1R/GIPR agonist), ASC37, a GLP-1R/GIPR/GCGR triple peptide agonist, designed to be administered once monthly subcutaneously and once daily orally, and ASC36_37 FDC, a once-monthly subcutaneous quadruple peptide agonist, a fixed dose combination of ASC36 (amylin receptor agonist) and ASC37 (GLP-1R/GIPR/GCGR agonist), 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.

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。