HANSOH PHARMA(03692)

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翰森制药2024年营收122.61亿元增长21.3%,阿美乐冲击60亿目标,合规风险仍存隐患
Jin Rong Jie· 2025-08-18 15:01
Core Insights - The company reported a total revenue of 12.261 billion yuan for 2024, representing a year-on-year growth of 21.3% [2] - The net profit attributable to shareholders reached 4.372 billion yuan, with a year-on-year increase of 33.4% [2] - The basic earnings per share were 0.74 yuan, also reflecting a growth of 33.3% year-on-year [2] Revenue Breakdown - Sales revenue from innovative drugs and cooperative products amounted to 9.477 billion yuan, accounting for 77.3% of total revenue [2] - The company achieved robust growth in core therapeutic areas including oncology, central nervous system, metabolism, and other diseases [2] Product Performance - The core product, Amelot, has been particularly successful, with three indications approved in China and two renewed for inclusion in the national medical insurance directory [3] - The product Housen Xinfu, a novel second-generation TKI for chronic myeloid leukemia, has also been renewed for inclusion in the national medical insurance directory [3] - The product Xinyue, the first humanized CD19 monoclonal antibody approved for treating AQP4 antibody-positive NMOSD, has been included in the national medical insurance directory [3] R&D Investment - The R&D team consists of over 1,800 researchers across four centers in China and the U.S. [4] - The company submitted 57 formal patent applications in China and 222 overseas, with respective authorizations of 48 and 42 [4] - Over 60 innovative drug clinical trials are ongoing, with eight new candidates entering clinical research during the reporting period [4] Compliance Issues - The company faced significant compliance challenges, including a fine of 2.1 million yuan and the confiscation of illegal gains totaling approximately 25.54 million yuan due to unfair competition [6] - Violations included improper payments to doctors and various fraudulent activities during academic events [6] - The core product Amelot was notably involved in these compliance issues, with projected sales reaching 5 billion yuan in 2024, up from 3.5 billion yuan in 2023 [6] Workforce Challenges - The company has experienced a reduction in workforce, with employee numbers decreasing from 10,523 at the end of 2022 to 8,989 at the end of 2024, a total reduction of 1,534 employees [7] - There are 75 ongoing legal cases involving the company, with 25 related to labor disputes [7]
翰森制药(03692) - 可换股债券换股价调整
2025-08-18 12:38
翰森製藥集團有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Hansoh Pharmaceutical Group Company Limited 香港,二零二五年八月十八日 於本公告日期,董事會成員包括主席兼執行董事鍾慧娟女士、執行董事孫遠女士 及呂愛鋒博士;及獨立非執行董事林國強先生、陳尚偉先生及楊東濤女士。 茲提述翰森製藥集團有限公司(「本公司」)有關發行600百萬美元於二零二六年到 期的零息可轉換債券的日期為二零二一年一月八日、二零二一年一月二十二日、 二零二一年一月二十四日、二零二一年一月二十五日、二零二四年一月二十二 日、二零二四年六月十三日及二零二四年八月二十七日的公告以及公司日期為二 零二三年一月五日的月報表(統稱「可換股債券公告」)。本公告與可換股債券公告 所用詞彙與所界定者具有相同涵義。 根據可換股債券的條款及條件,換股價將於截至二零二五年六月三十日止六個月 的中期股息的支付記錄日期緊隨翌日進行調整。換股價將由每股57. ...
翰森制药(03692.HK)2025H1业绩:创新国际化驱动 总收入74.34亿元,溢利大涨15.0%达31.35亿元
Ge Long Hui· 2025-08-18 12:05
Core Viewpoint - Hansoh Pharmaceutical (03692.HK) demonstrated strong performance in its 2025 interim results, showcasing growth driven by innovation and global strategies, with revenue reaching approximately 7.434 billion RMB, a year-on-year increase of about 14.3% [1] Financial Performance - The company reported a profit of approximately 3.135 billion RMB, reflecting a year-on-year growth of about 15.0% [1] - Basic earnings per share were approximately 0.53 RMB, up by about 14.8% year-on-year, with an interim dividend of 0.2316 HKD per share [1] - Operating cash flow for the first half of 2025 was 3.605 billion RMB, with cash and bank deposits totaling 27.104 billion RMB as of June 30, 2025, indicating a solid financial position [1] Revenue Breakdown - Sales revenue from innovative drugs and collaborative products reached approximately 6.145 billion RMB, a year-on-year increase of about 22.1%, accounting for 82.7% of total revenue [1] - Revenue from specific therapeutic areas included approximately 4.531 billion RMB from oncology, 735 million RMB from anti-infection, 768 million RMB from central nervous system, and 1.4 billion RMB from metabolic and other diseases, representing 60.9%, 9.9%, 10.4%, and 18.8% of total revenue respectively [1] R&D Investment - R&D expenditure for the first half of 2025 was approximately 1.441 billion RMB, a year-on-year increase of 20.4%, constituting 19.4% of total revenue [2] - The company is advancing over 70 clinical trials across more than 40 innovative drug projects, with 8 new candidates entering clinical research in the first half of 2025 [2] Key Product Developments - In the first half of 2025, the company initiated 3 new Phase III pivotal registration clinical trials for innovative drugs targeting B7-H3 ADC for bone and soft tissue sarcoma, B7-H4 ADC for ovarian cancer, and an IL23p19 monoclonal antibody for moderate to severe plaque psoriasis [3] - The GLP-1/GIP dual receptor agonist HS-20094 is in Phase III clinical research for obesity or overweight, with over 1,000 subjects dosed [3] Strategic Partnerships - In June 2025, the company granted Regeneron global exclusive rights to the GLP-1/GIP dual receptor agonist HS-20094 (excluding mainland China, Hong Kong, and Macau), receiving an upfront payment of 80 million USD and potential milestone payments up to 1.93 billion USD, along with double-digit royalties on future product sales [4] - The company is actively pursuing global licensing opportunities to accelerate the commercialization of its innovative pipeline, enhancing the commercial value of its products [4]
翰森制药(03692.HK)2025H1业绩:创新国际化驱动,总收入74.34亿元,溢利大涨15.0%达31.35亿元
Ge Long Hui· 2025-08-18 11:58
Core Insights - Hansoh Pharmaceutical (03692.HK) reported strong financial results for the first half of 2025, with revenue of approximately 7.434 billion RMB, a year-on-year increase of about 14.3% [1] - The company's profit reached approximately 3.135 billion RMB, reflecting a year-on-year growth of about 15.0% [1] - Earnings per share were approximately 0.53 RMB, up by about 14.8%, with an interim dividend of 0.2316 HKD per share, indicating robust profitability and shareholder returns [1] Financial Performance - For the first half of 2025, Hansoh's net cash inflow from operating activities was 3.605 billion RMB, and as of June 30, 2025, the company had cash and bank deposits totaling 27.104 billion RMB [1] - The sales revenue from innovative drugs and collaborative products was approximately 6.145 billion RMB, a year-on-year increase of about 22.1%, accounting for 82.7% of total revenue [1] R&D and Innovation - The company has launched 7 innovative drugs as of June 2025, with Amelot® being the first innovative drug approved for sale overseas in the UK [2] - R&D expenditure for the first half of 2025 was approximately 1.441 billion RMB, a year-on-year increase of 20.4%, representing 19.4% of total revenue [2] - Hansoh is advancing over 70 clinical trials across more than 40 innovative drug projects, with 8 new candidates entering clinical research in the first half of 2025 [2] Key Product Developments - In the first half of 2025, Hansoh initiated 3 key Phase III clinical trials for innovative drugs targeting B7-H3 ADC for bone and soft tissue sarcoma, B7-H4 ADC for ovarian cancer, and an IL23p19 monoclonal antibody for moderate to severe plaque psoriasis [3] - The company’s GLP-1/GIP dual receptor agonist HS-20094 is in Phase III clinical research for obesity or overweight, with over 1,000 subjects dosed [3] Strategic Partnerships - In June 2025, Hansoh granted Regeneron global exclusive rights to HS-20094 (excluding mainland China, Hong Kong, and Macau), receiving an upfront payment of 80 million USD and potential milestone payments of up to 1.93 billion USD, along with double-digit royalties on future product sales [4] - This licensing agreement is part of Hansoh's strategy to accelerate the commercialization of its innovative pipeline and maximize the commercial value of its products [4]
翰森制药发布中期业绩,股东应占溢利31.35亿元 同比增加15.02%
Zhi Tong Cai Jing· 2025-08-18 11:02
翰森制药(03692)发布截至2025年6月30日止6个月的中期业绩,该集团取得收入人民币74.34亿元(单位下 同),同比增加14.27%;母公司拥有人应占溢利31.35亿元,同比增加15.02%;每股盈利0.53元,拟派发中 期股息每股23.16港仙。 公司在中国产生销售收入的创新药共七款,形成了丰富的产品管线。截至2025年6月30日止6个月,创新 药与合作产品销售收入约61.45亿元,占收入比例约82.7%,已成为驱动本集团业绩可持续增长的核心动 力。 我们的收入主要来自于药品的销售。我们的主要产品集中在本集团策略性专注的主要治疗领域,包括抗 肿瘤、抗感染、中枢神经系统、代谢及其他疾病。报告期内的收入、溢利及每股基本盈利增加,主要是 由于创新药与合作产品销售收入增加所致。 ...
翰森制药(3692.HK):上半年总收入74.34亿元同比增长14.3%,创新药收入占比82.7%
Ge Long Hui· 2025-08-18 10:29
Core Insights - Hansoh Pharmaceutical (3692.HK) reported total revenue of approximately 7.434 billion RMB for the first half of 2025, representing a year-on-year growth of about 14.3% [1] - The company's profit reached approximately 3.135 billion RMB, with a year-on-year increase of about 15.0% [1] - Basic earnings per share were approximately 0.53 RMB, reflecting a year-on-year growth of about 14.8%, and an interim dividend of 0.2316 HKD per share was declared, showcasing strong profitability and shareholder returns [1] Revenue Breakdown - Sales revenue from innovative drugs and collaborative products amounted to approximately 6.145 billion RMB, marking a year-on-year growth of about 22.1% and accounting for 82.7% of total revenue [1] Financial Performance - The net cash inflow from operating activities for the first half of 2025 was 3.605 billion RMB [1] - As of June 30, 2025, the company had cash and bank deposits totaling 27.104 billion RMB, indicating a robust financial position and strong cash flow to support future innovation and R&D investments [1]
翰森制药(03692)发布中期业绩,股东应占溢利31.35亿元 同比增加15.02%
智通财经网· 2025-08-18 10:16
公司在中国产生销售收入的创新药共七款,形成了丰富的产品管线。截至2025年6月30日止6个月,创新 药与合作产品销售收入约61.45亿元,占收入比例约82.7%,已成为驱动本集团业绩可持续增长的核心动 力。 我们的收入主要来自于药品的销售。我们的主要产品集中在本集团策略性专注的主要治疗领域,包括抗 肿瘤、抗感染、中枢神经系统、代谢及其他疾病。报告期内的收入、溢利及每股基本盈利增加,主要是 由于创新药与合作产品销售收入增加所致。 翰森制药(03692)发布截至2025年6月30日止6个月的中期业绩,该集团取得收入人民币74.34亿元(单位下 同),同比增加14.27%;母公司拥有人应占溢利31.35亿元,同比增加15.02%;每股盈利0.53元,拟派发中 期股息每股23.16港仙。 ...
翰森制药(03692)将于10月30日派发中期股息每股0.2316港元
智通财经网· 2025-08-18 10:14
智通财经APP讯,翰森制药(03692)公布,将于2025年10月30日派发中期股息每股0.2316港元。 ...
翰森制药(03692) - 截至二零二五年六月三十日止六个月之中期股息
2025-08-18 10:07
EF001 免責聲明 第 2 頁 共 2 頁 v 1.1.1 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 翰森製藥集團有限公司 | | 股份代號 | 03692 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 600百萬美元於二零二六年到期的零息可換股債券 | 40546 | | 公告標題 | 截至二零二五年六月三十日止六個月之中期股息 | | 公告日期 | 2025年8月18日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期(半年期) | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.2316 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額 ...
翰森制药(03692) - 2025 - 中期业绩
2025-08-18 10:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 截至二零二五年六月三十日止六個月的中期業績公告 翰森製藥集團有限公司(「本公司」)董事(「董事」)會(「董事會」)欣然宣佈本公司 及其附屬公司(統稱「本集團」)截至二零二五年六月三十日止六個月(「報告期」) 的未經審核中期業績連同二零二四年相應期間的比較數字。 於本公告中,「我們」指本公司及本集團(視乎文義所指)。 財務摘要 截至二零二五年六月三十日止六個月,本集團錄得以下未經審核的業績: Hansoh Pharmaceutical Group Company Limited 翰森製藥集團有限公司 (於開曼群島註冊成立的有限公司) (股份代號:3692) 報告期內的收入、溢利及每股基本盈利增加,主要是由於創新藥與合作產品銷 售收入增加所致。 董事會宣佈派發截至二零二五年六月三十日止六個月的中期股息每股二十三點 一六港仙。 1 • 收入約人民幣七十四點三四億元,較上年同期增長約百分之十四點三; • 創新藥與 ...