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    Is Ascletis Pharma (SEHK:1672) Quietly Reframing Its Obesity Strategy With ASC37’s Oral Triple Agonist?

    Simply Wall St·12/07/2025 01:25:28
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    • In late November 2025, Ascletis Pharma announced it had selected ASC37, an oral GLP-1R/GIPR/GCGR triple peptide agonist developed with its POTENT and AI-assisted technologies, as a clinical development candidate and outlined plans to file a US FDA Investigational New Drug application for obesity treatment in 2026.
    • The company highlighted that ASC37 showed much higher in vitro potency and substantially improved oral bioavailability versus existing incretin drugs in non-human primate studies, underscoring Ascletis’ ambition to compete in advanced oral obesity therapies.
    • We’ll now examine how ASC37’s enhanced oral bioavailability and planned US FDA IND submission shape Ascletis Pharma’s broader investment narrative.

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    What Is Ascletis Pharma's Investment Narrative?

    To own Ascletis Pharma, you really have to buy into its pipeline-first story and the idea that obesity and metabolic drugs can eventually justify today’s losses and rich price-to-book multiple. The ASC37 announcement feeds directly into that belief: it strengthens Ascletis’ positioning in oral incretin obesity therapies and potentially adds a fresh medium-term catalyst on top of ASC30 and other programs. In the short term, the planned 2026 US FDA IND filing is more about perception than revenue, but it could matter for sentiment after a very large 1‑year total return and recent volatility. At the same time, this deepening obesity focus raises execution risk around funding multiple trials, sustaining R&D, and progressing from compelling non-human primate data to human proof-of-concept while the company remains unprofitable.

    However, one key funding and dilution risk tied to this expanded pipeline is easy to overlook. The analysis detailed in our Ascletis Pharma valuation report hints at an inflated share price compared to its estimated value.

    Exploring Other Perspectives

    SEHK:1672 Earnings & Revenue Growth as at Dec 2025
    SEHK:1672 Earnings & Revenue Growth as at Dec 2025
    With just 1 fair value estimate from the Simply Wall St Community, opinion is thin and clustered. That makes it even more important to weigh ASC37’s added clinical and funding risks before deciding how Ascletis’ story fits your own expectations.

    Explore another fair value estimate on Ascletis Pharma - why the stock might be worth as much as HK$0.022!

    Build Your Own Ascletis Pharma Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.