港股概念追踪|传闻世卫组织计划将减肥药纳入基本目录减肥药研发进展加速（附概念股）

智通财经2025-05-07

有传闻称“世卫组织计划首次将减肥药纳入基本药物目录以治疗成人肥胖症”。对此，世界卫生组织独家回应《人民财讯》称，自2022年以来，世卫组织一直在针对不同年龄组制定一套关于肥胖预防、护理和治疗的新指南。目前，关于使用GLP-1 RA和GLP-1 RA/GIP双受体激动剂治疗成年肥胖患者的指南，正按照指南审查委员会的程序进行全面制定，预计在2025年8月或9月会出台最终方案。该指南的目的在于明确GLP...

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RAs的临床适应症、应用以及规划方面的考量，包括这类药物如何以及在何时能够作为包括临床干预和生活方式干预的慢性病管理模式的一部分加以应用。另外，上述药物目前正由世界卫生组织基本药物选择与使用专家委员会进行评审。该专家委员会的评审流程独立于指南制定程序，旨在评估多种药物是否应纳入《世界卫生组织基本药物标准清单》和《世界卫生组织儿童基本药物标准清单》。这两份清单为国家或地区采购机构提供指导，帮助其选择符合人群优先健康需求的药物。智通财经APP获悉，相关措施标志着全球公共卫生政策在应对肥胖流行方面的重大转变。中信证券研报认为，海外巨头的业绩持续超预期以及国内研发进展的加速，减肥药的产业趋势有望进一步明确。预计后续海外巨头业绩预期指引&重磅药物销售数据超预期、海外GLP-1药物在其余适应症的研发阶段性成果披露、国内相关产品的上市成功审批都将对减肥药板块形成反复催化，有望形成跨年度的主题行情。减肥药相关港股：歌礼制药-B(01672)：公布，将在西班牙马拉加举行的第32届欧洲肥胖症大会(ECO 2025)上以口头和壁报形式报告脂肪靶向、减重不减肌的肥胖症候选药物ASC47的早期研究。来凯医药-B(02105)：来凯医药此前宣布，其自主研发的LAE102（ActRIIA单克隆抗体）针对超重/肥胖在中国开展的I期临床试验进展顺利：单次剂量递增（SAD）研究中的全部64名受试者（分为8个静脉输注和皮下注射递增剂量队列），均已完成给药。去年11月，来凯医药与礼来签订一项临床合作协议，在来凯医药保留LAE102的全球权利背景下，LAE102在美国的一期研究将由礼来负责并承担相关费用。信达生物（01801）：信达生物的GLP-1/GCG双重激动剂玛仕度肽走在国产GLP-1创新药的前列。此前，该药的两项NDA（新药注册申请）在国内获受理，适应证包括针对肥胖或超重人群的长期体重管理以及治疗二型糖尿病，其中减重适应证有望明年上半年获批。建银国际认为，信达生物处于临床阶段的减肥药Mazdutide(玛仕度肽)有可能复制礼来在西方国家凭借其重磅减肥药取得的成功。机构预计，信达生物的GLP1R/GCGR双靶点全球首创产品玛仕度肽已进入申请上市阶段，有望在近两年获批上市。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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港股概念追踪|传闻世卫组织计划将减肥药纳入基本目录 减肥药研发进展加速（附概念股）

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港股概念追踪|传闻世卫组织计划将减肥药纳入基本目录减肥药研发进展加速（附概念股）