海正药业董事长:仿制药集采下难有高利润,要靠规模和技术壁垒突破
Di Yi Cai Jing·2025-10-31 11:54

Group 1 - Company continues to increase investment in high-end generic drug business despite market challenges [1] - Three generic drugs won bids in the latest procurement round, with a decrease in overall selected prices compared to previous bids [1] - The selected drugs include Pravastatin Sodium Tablets, Adenosine Methionine Dihydrochloride, and Eltrombopag Ethanolamine Tablets, with projected sales revenues of 54.2 million, 88.96 million, and 740,000 respectively for the first half of 2025 [1] Group 2 - Company signed a cooperation agreement with Saint Zhao Pharmaceutical to invest up to 700 million in a joint venture focused on complex injectables [2] - The investment aligns with the company's strategic focus on high-end generics and aims to enhance R&D, production, and global commercialization capabilities in this area [2] - Complex injectables are expected to have a higher price point compared to ordinary generics, providing companies with more room for cost control through technological advancements [2] Group 3 - The market for complex injectables is projected to reach 77.9 billion yuan in China by 2030, driven by aging population and increasing chronic disease demands [3] - There are fewer than 10 companies in China capable of producing complex injectables, facing challenges in mass production [3] - The establishment of the joint venture aims to develop large-scale manufacturing capabilities for complex injectables and expand into international markets [3]