国元国际近期研报指出，公司是创新研发驱动型生物科技公司，ASC47以及ASC30治疗肥胖症的研发进展顺利，市场空间广阔。ASC40产品在痤疮/MASH/脑胶质瘤的管线研发上进展顺利，痤疮III期临床试验于23年12月启动，公司也将在三期临床取得积极数据的时候，进行BD，将促进公司业绩及现金流的大幅增长。目前公司市值21亿港元，还略低于可用现金，公司价值严重低估，建议积极关注。ASCLETIS-B (01672) rose over 13%, as of the time of writing, it increased by 13.01% to 2.78 Hong Kong dollars, with a transaction volume of 3.1806 million Hong Kong dollars.
According to the Zhitong Finance APP, ASCLETIS-B (01672) rose over 13%, as of the time of writing, it increased by 13.01% to 2.78 Hong Kong dollars, with a transaction volume of 3.1806 million Hong Kong dollars.
In terms of news, ASCLETIS recently announced that its candidate drug ASC47, a first-in-class treatment for obesity that does not reduce muscle, showed encouraging efficacy in a study of diet-induced obesity (DIO) mouse models when used in combination with semaglutide. ASC47 is developed independently by ASCLETIS, targeting fat with unique differentiated properties, which allows it to achieve dose-dependent high drug concentrations in adipose tissue. It is reported that ASC47 is currently undergoing clinical trials for obesity patients in Australia, and top-line data from the Phase IIa study is expected to be released in the second quarter of 2025.
A recent Research Report from Guoyuan International pointed out that the company is an innovation-driven biotechnology company, with smooth development progress for ASC47 and ASC30 in treating obesity, and a broad market potential. The ASC40 product is also making progress in pipeline development for acne/MASH/brain glioma, with the Phase III clinical trial for acne starting in December 2023. The company plans to conduct business development when it obtains positive data in Phase III clinical trials, which will promote significant growth in performance and cash flow. The current Market Cap of the company is 2.1 billion Hong Kong dollars, slightly below available cash, indicating the company is severely undervalued, and active attention is recommended.
