Workflow
罕见病药物
icon
Search documents
戈谢病迎来国产替代疗法:患者用药成本有望大幅下降,企业打开盈利空间有哪些新思路?
Mei Ri Jing Ji Xin Wen· 2025-05-23 14:44
国内戈谢病患者迎来国产疗法。 5月16日,北海康成制药有限公司(以下简称"北海康成")宣布,其全资子公司——北海康成(上海) 生物科技有限公司为持有人的注射用维拉苷酶β(商品名:戈芮宁)获国家药品监督管理局批准上市。 戈芮宁是国内首个本土自主研发适用于12岁及以上青少年和成人Ⅰ型和Ⅲ型戈谢病患者的长期酶替代治 疗,可完全替代同类进口产品。 北海康成创始人、董事长兼首席执行官薛群接受《每日经济新闻》记者采访时表示,相较高昂的进口药 物,戈芮宁可大幅降低患者用药成本。 值得注意的是,据统计,国内戈谢病患者仅约3000人。如何平衡社会意义与企业盈利,是罕见病研发企 业面对的一大难题。为解决这一问题,戈芮宁的CRDMO(合同研究、开发和生产组织)服务公司药明 生物从源头控制罕见病药物的开发成本和生产成本。 药明生物首席执行官陈智胜表示,"在中国开发罕见病药物,一定要通过技术手段,更好地控制成本。 让更多的罕见病药物在比进口产品定价低不少的情况下,仍然具有一定的盈利空间"。 又一罕见病国产疗法获批上市有望大幅降低患者年治疗费用 据悉,戈谢病是最常见的溶酶体贮积症之一,为位于1q22号染色体长臂上的葡萄糖脑苷脂酶基因突变 ...
PTC Therapeutics (PTCT) 2025 Conference Transcript
2025-05-13 18:00
Summary of PTC Therapeutics Conference Call Company Overview - **Company**: PTC Therapeutics (PTCT) - **Industry**: Biotechnology, focusing on rare diseases and gene therapies Key Points and Arguments Executive Order and Market Position - The recent executive order has unclear ramifications for companies, but PTC Therapeutics expects minimal impact due to its revenue being more international than domestic [4][5] - The company is preparing for the launch of its PKU product, emphasizing a global pricing corridor to maintain product value [5][6] FDA Interactions - PTC has three applications pending with the FDA, with no significant impact from recent agency changes noted [10][12] - The PKU New Drug Application (NDA) is progressing well, with confidence in approval by the PDUFA date [11][12] Translarna Sales in Europe - Despite a negative opinion from the CHMP, PTC is pursuing a country-by-country strategy to commercialize Translarna, with about 50% of countries showing interest [16][17] - The company anticipates achieving 25-30% of European revenue for the year from Translarna [18][20] PKU Launch Strategy - PTC is ready for a global launch of its PKU product, with an early access program initiated in Germany [33][34] - The company has built a robust infrastructure to support the launch, including a patient services team to assist with prior authorizations and patient engagement [38][39] Competitive Landscape for PKU - There are approximately 17,000 individuals with PKU in the US, with a significant unmet need as 85-90% are not on current therapies [44][45] - PTC's PKU therapy is positioned as a better option compared to existing treatments, with a focus on diet liberalization and improved tolerability [47][50] Pricing Strategy - PTC plans to price its PKU therapy at a premium to Palynziq, justified by strong efficacy data and a favorable safety profile [54][55] - The company believes it could achieve a billion-dollar opportunity in the US alone with low double-digit market penetration [57][58] PTC 518 and Huntington's Disease - PTC 518 is positioned as a potential first-ever disease-modifying therapy for Huntington's disease, with promising early data [63][64] - The company is focused on understanding the optimal patient population for this therapy, emphasizing the importance of early-stage patients [66][68] Competitive Landscape for Huntington's Disease - PTC believes that its oral therapy will be more attractive than gene therapies due to its safety, tolerability, and ability to be administered early in the disease process [78][79] - The partnership with Novartis is expected to enhance commercialization efforts for PTC 518 [76][79] Additional Important Content - The company is optimistic about the global opportunity for its therapies, with plans for launches in Japan and other markets [59][61] - PTC is committed to addressing unmet needs in rare diseases, which is a key focus for its product development strategy [32][33]
Mirum(MIRM) - 2025 Q1 - Earnings Call Transcript
2025-05-07 21:32
Mirum Pharmaceuticals Inc (MIRM) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Andrew McKibben - Vice President of Investor Relations and FinanceChris Peetz - President and Chief Executive OfficerPeter Radovich - COO & PresidentEric Bjerkholt - Chief Financial OfficerSelena Zhang - Global capital marketsRyan Mcelroy - Equity Research AssociateRyan Deschner - Vice President - Equity Research Conference Call Participants Gavin Clark-Gartner - AnalystJessica Fye - Managing Director & Equi ...
BioMarin Pharmaceutical(BMRN) - 2025 Q1 - Earnings Call Transcript
2025-05-01 20:30
BioMarin Pharmaceutical (BMRN) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good day, everyone, and welcome to the BioMarin Pharmaceutical First Quarter twenty twenty five Conference Call. Just a reminder that this conference is being recorded. I would now like to hand things over to Ms. Tracy McCarty. Please go ahead, ma'am. Speaker1 Thank you, operator. To remind you, this non confidential presentation contains forward looking statements about the business prospects of BioMarin Pharmaceutical I ...
Agios Pharmaceuticals(AGIO) - 2025 Q1 - Earnings Call Transcript
2025-05-01 13:02
Agios Pharmaceuticals (AGIO) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Company Participants Christopher Taylor - VP - IR & Corporate CommunicationsBrian Goff - CEOSarah Gheuens - Chief Medical Officer and Head of Research & DevelopmentTsveta Milanova - CCOCecilia Jones - CFOHiromichi Nagayumi - Associate - Biotech Equity ResearchAmanda Acosta-Ruiz - Equity Research Associate - Biotechnology Conference Call Participants Gregory Renza - Director & Senior Analyst of Biotechnology Equity ResearchAlec Stran ...
Amicus Therapeutics(FOLD) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:30
Amicus Therapeutics (FOLD) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the Amicus Therapeutics first quarter twenty twenty five financial results conference call and webcast. At this time, participants are in a listen only mode. Later, we will conduct a question and answer session, and instructions will follow at that time. As a reminder, this conference call, it is being recorded. I would now like to turn the conference call over to your host, ...
Amicus Therapeutics(FOLD) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:30
Amicus Therapeutics (FOLD) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Andrew Faughnan - Vice President, Investor RelationsBradley Campbell - CEO, President & DirectorSébastien Martel - Chief Business OfficerJeffrey Castelli - Chief Development OfficerSimon Harford - CFOJoshua Fleishman - Biotech Equity Research Associate Conference Call Participants Anupam Rama - AnalystNone - AnalystDennis Ding - Vice President - Equity Research AnalystRick Miller - AnalystGil Blum - Senior Analyst ...
Mirum(MIRM) - 2024 Q4 - Earnings Call Transcript
2025-02-27 12:10
Mirum Pharmaceuticals, Inc. (NASDAQ:MIRM) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Andrew McKibben - Senior Vice President, Strategic Finance & Investor Relations Chris Peetz - Chief Executive Officer Joanne Quan - Chief Medical Officer Eric Bjerkholt - Chief Financial Officer Conference Call Participants Gavin Clark-Gartner - Evercore ISI Jessica Fye - JPMorgan David Lebowitz - Citi Rohit Bhasin - Morgan Stanley Ryan Deschner - Raymond James Jonathan Wolleben - Cit ...
舒泰神:会计师关于舒泰神(北京)生物制药股份有限公司向特定对象发行股票的审核问询函的回复(修订稿)(豁免版)
2023-04-20 09:13
舒泰神(北京)生物制药股份有限公司 向特定对象发行股票的审核问询函的回复 天衡专字(2023) 00831 号 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台(http://ac.mcf.mor.cn)"进行营" "进行" 舒泰神(北京)生物制药股份有限公司 向特定对象发行股票的审核问询函的回复 天衡专字(2023) 00831 号 深圳证券交易所: 根据贵所于 2023年3月 16 日出具的《关于舒泰神(北京)生物制药股份 有限公司申请向特定对象发行股票的审核间询函》(审核函(2023)020046号) 所列的问题,天衡会计师事务所(特殊普通合伙)(以下简称"本所"或"申报 会计师")作为舒泰神(北京)生物制药股份有限公司(以下简称"舒泰神"、"公 司"、"发行人"或"申请人")向特定对象发行股票的申报会计师,我们对反馈意见 中需申报会计师核查的相关问题进行了认真核查,现将有关情况汇报说明如下: 一、申报材料显示,本次发行拟募集资金总额不超过58,000万元,全部用 于创新药物研发项目,具体包括 BDB-001 注射液、注射用 STSP-0601、 STSA-1002和STSA-1005联合用药三 ...
CANBRIDGE(01228) - 2022 H2 - Earnings Call Transcript
2023-03-31 17:00
CANbridge Pharmaceuticals (01228) H2 2022 Earnings Call March 31, 2023 12:00 PM ET Speaker0 Good morning, everyone. Welcome to Cambridge Pharmaceuticals twenty twenty two twelve Month Annual Results Conference Call. Today, it's a great honor to have Doctor. James Shre, Founder, Chairman and CEO of Cambridge Pharmaceuticals Doctor. Gerald Cox, Chief Medical Officer and Chief Development Strategist Glenn Hassan, Chief Financial Officer and Sophie Hsieh, Director of Investor Relations. Management team will giv ...