2024 07 03 PoC GLP-1RA-24%-15%-6%3%23/07 23/09 23/11 24/02 24/04 24/072023-07-032024-07-02 300 1ZAZvMnQtQoPpRoNrMrOmN8OaOaQoMpPpNqMiNrRtMjMrRtPbRrRuMNZqNmQwMnRnP GLP-1RA.6 MTSN/A/ActRII.8.18.23.23 .DzJSejFeMg+dyobxLR2NC0nPyPSCGvG90wyKf2tEx5t1iafFUEbpfeUNrs5/68DW.GLP-1RA 1 2 GLP-1RA WHO 0100200300400艾塞那肽 艾塞那肽微球利拉鲁肽-糖尿病 利拉鲁肽-减肥阿必鲁肽 度拉糖肽司美格鲁肽-糖尿病 司美格鲁肽-减肥司美格鲁肽-口服 替尔泊肽替尔泊肽-减肥 3 Biohaven Corporate presentation May 2024 4 5 F.Landi et al.,Muscle loss:The new malnutrition challenge in clinical practice Alex E.Henney et al.,Obesity pharmacotherapy in older adults:a narrative review of evidence 6 Zealand Pharma Corporate Presentation June 2024 Research and early development March 2024 2024 Annual Meeting of Shareholders MTSN/A/ActRII 7 MSTN 8 ActRII Se-Jin Lee&David J Glass Treating cancer cachexia to treat cancer Biohaven Corporate presentation May 2024 ActRII 9 ActRII ActRIIA/B bimagrumab/Versanis II II LAE123 ActRIIA LAE102 I ActRIIB LAE103 ActRII-Fc KER-065 Keros I ActRIIA-Fc sotatercept Merck elritercept/HS-20106 Keros/II ActRIIB-Fc Merck-cibotercept/KER-012 Keros II 1.bimagrumab 10 ActRII 11 ActRII Versanis Versanis 12 Bimagrumab II 13 Bimagrumab II Steven B.Heymsfield,et al.,Effect of Bimagrumab vs Placebo on Body Fat Mass Among Adults With Type 2 Diabetes and Obesity:A Phase 2 Randomized Clinical Trial Steven B.Heymsfield,et al.,Effect of Bimagrumab vs Placebo on Body Fat Mass Among Adults With Type 2 Diabetes and Obesity:A Phase 2 Randomized Clinical Trial 14 Bimagrumab Q1 2024 Lilly Presentation 2.ActRIIA LAE102 15 ActRII 2023 16 17 Martina Hjfeldt et al.,Modelling Muscle Function in Engineered Human Tissues Martina Hjfeldt et al.,Modelling Muscle Function in Engineered Human Tissues 3.Keros A MSTN ActRII trap 18 KER-065 19 MSTN A Keros Corporate presentation March 2024 Keros Corporate presentation March 2024 20 RKER-065 21 RKER-034 Keros Corporate presentation March 2024 Keros Corporate presentation March 2024 4.5.Supercede Therapeutics ActRII MSTN A 22 MSTN A MSTN taldefgrobep alfa/BHV-2000 Biohaven/BMS SMA III trevogrumab/REGN1033/II apitegromab Scholar Rock SMA III RG6237/GYM329 Chugai SMA II/III ALG-801 Biogen/AliveGen MSTN trap SMA I BLS-M22 BioLeaders I A garetosmab/REGN2477 III 1.Biohaven BHV-2000 II 23 MSTN Biohaven Corporate presentation May 2024 24 BHV-2000 MSTN 25 BHV-2000 MSTN Biohaven Corporate presentation May 2024 Biohaven Corporate presentation May 2024 26 BHV-2000 Biohaven Corporate presentation May 2024 27 BHV-2000 II Biohaven Corporate presentation May 2024 2.MSTN A 28 MSTN A Corporate presentation Feb 2024 29 MSTN A II Corporate presentation Feb 2024 3.ScholarRock MSTN 30 ScholarRock MSTN ScholarRock Corporate presentation March 2024 31 Apitegromab SRK-439 32 SRK-439 DOI ScholarRock Corporate presentation March 2024 ScholarRock Corporate presentation March 2024 Veru Enobosarm IIb 33 SARM 34 Enobosarm Ellis Hall&Misha F.Vrolijk Androgen Receptor and Cardiovascular Disease:A Potential Risk for the Abuse of Supplements Containing Selective Androgen Receptor Modulators Jungwoo Kang et al.Novel androgen therapies including selective androgen receptor modulators 35 Enobosarm 5 Veru Corporate presentation May 2024 36 Enobosarm Veru Corporate presentation May 2024 37 Enobosarm II Veru Corporate presentation May 2024 BioAge Apelin II 38 Apelin Gonghui Hu et al.The Role of Apelin/Apelin Receptor in Energy Metabolism and Water Homeostasis:A Comprehensive Narrative Review Allurion 4 4.8pp 2.8pp 39 Allurion The Guardian Allurion 40 Allurion BMI 41 Allurion Danut Dejeu et al.Evaluating Weight Loss Efficacy in Obesity Treatment with Allurion s Ingestible Gastric Balloon:A Retrospective Study Utilizing the Scale App Health Tracker Danut Dejeu et al.Evaluating Weight Loss Efficacy in Obesity Treatment with Allurion s Ingestible Gastric Balloon:A Retrospective Study Utilizing the Scale App Health Tracker 42 ActRIIA/B ActRIIA ActRII trap 2020 2020 2020 2020 2020 2020 2023 2021 2022 2022 2022 2023 2023 2024 玙 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522