仿制药

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多家企业角逐复合磷酸氢钾注射液市场,科伦药业成国产第二家过评药企!
Ge Long Hui· 2025-05-26 01:18
Core Viewpoint - Hubei Kelun Pharmaceutical has received approval for its generic drug, Compound Potassium Hydrogen Phosphate Injection, which is now recognized as the second domestic company to pass the consistency evaluation for this product [1][5]. Group 1: Product Overview - Compound Potassium Hydrogen Phosphate Injection is primarily used as a phosphorus supplement in total parenteral nutrition therapy for patients who need to fast for more than five days due to moderate or major surgeries or other traumas [3]. - The sales of this product exceeded 300 million yuan in 2023, marking a year-on-year growth of 33.55%. In the first two quarters of 2024, sales already surpassed 200 million yuan, with a year-on-year growth rate of 33% [3]. Group 2: Market Competition - A total of 11 companies, including Shijiazhuang Fourth Pharmaceutical and Tianjin Pharmaceutical, hold production licenses for Compound Potassium Hydrogen Phosphate Injection, with Shijiazhuang Fourth Pharmaceutical being the first to pass the evaluation [5]. - There are 30 companies, including Shandong Hualu Pharmaceutical and Chenxin Pharmaceutical, that have submitted applications for the generic version of this product, indicating a competitive market landscape [6]. Group 3: Company Achievements - Since 2025, Kelun Pharmaceutical (including subsidiaries) has had 13 products approved, including Tacrolimus Sustained-Release Capsules and Chloride Injection, with some being the first to pass the evaluation for their respective categories [8].
华海药业: 浙江华海药业股份有限公司关于公司投资者接待日活动举办情况的公告
Zheng Quan Zhi Xing· 2025-05-25 09:09
证券代码:600521 证券简称:华海药业 公告编号:临 2025-065 号 债券代码:110076 债券简称:华海转债 浙江华海药业股份有限公司 关于公司投资者接待日活动举办情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 为进一步提高公司治理水平,加强投资者关系管理,增进公司与广大投资者 的沟通和交流,浙江华海药业股份有限公司(以下简称"公司")于 2025 年 5 月 23 日举办了投资者接待日活动,公司管理层就公司经营情况、发展战略、公 司治理等投资者关心的问题与广大投资者进行了现场的沟通和交流。具体情况如 下: 一、投资者接待日基本情况 事会秘书祝永华先生,公司高级副总裁兼首席财务官张美女士,公司副总裁徐觅 女士,公司首席科学家兼子公司上海华奥泰生物药业股份有限公司总经理朱向阳 先生,子公司浙江华海医药销售有限公司总经理任国松先生以及 55 名来访的机 构和个人投资者。 二、活动主要内容纪要 本次投资者接待日活动由公司董事、副总裁兼董事会秘书祝永华先生主持, 公司副总裁徐觅女士、子公司浙江华海医药销 ...
仿制药一致性评价概念涨1.31%,主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-05-23 10:18
| 300705 | 九典制 | 0.44 | 3.37 | 660.10 | 3.35 | | --- | --- | --- | --- | --- | --- | | | 药 | | | | | | 600572 | 康恩贝 | 0.68 | 1.45 | 627.79 | 3.76 | | 002349 | 精华制 | 0.81 | 2.27 | 571.95 | 4.13 | | | 药 | | | | | | 002004 | 华邦健 | 0.25 | 0.80 | 571.40 | 9.29 | | | 康 | | | | | | 688553 | 汇宇制 | 1.93 | 1.88 | 555.55 | 5.80 | | | 药 | | | | | | 300086 | 康芝药 | -0.39 | 3.88 | 517.25 | 5.87 | | | 业 | | | | | | 002907 | 华森制 | 3.77 | 5.14 | 493.67 | 2.10 | | | 药 | | | | | | 000908 | *ST景峰 | 1.19 | 2.66 | 475.12 | 3.98 | ...
中韩自贸区概念下跌3.07%,主力资金净流出13股
Zheng Quan Shi Bao Wang· 2025-05-23 10:16
| 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | -6.88 | 26.28 | -26001.43 | | 601008 | 连云港 | -9.96 | 12.50 | -11489.66 | | 600017 | 日照港 | -2.80 | 1.77 | -2934.61 | | 601880 | 辽港股份 | -1.32 | 0.35 | -1306.32 | | 002612 | 朗姿股份 | -1.73 | 6.44 | -1227.79 | | 601298 | 青岛港 | -3.07 | 0.34 | -1174.31 | | 603967 | 中创物流 | -2.01 | 2.88 | -519.27 | | 603836 | 海程邦达 | -1.96 | 2.68 | -497.33 | | 000599 | 青岛双星 | -0.42 | 1.91 | -360.07 | | 600467 | 好当家 | -1.31 | 2.29 | -215.91 ...
华纳药厂20250522
2025-05-22 15:23
华纳药厂 20250522 摘要 Q&A 华纳药厂在 2024 年的业绩表现如何? 2024 年,华纳药厂实现营收 14.13 亿元,其中制剂业务实现 10.52 亿元,原 料药业务实现 3.46 亿元。制剂业务由于行业压力下滑了约 5%,而原料药业务 则增长了约 20%。全年净利润为 1.64 亿元,同比下降约 20%,主要原因是研 发费用增加了 50%以上。2025 年第一季度,公司收入为 3.36 亿元,其中制 剂业务为 2.57 亿元,原料药业务为 0.76 亿元。 智根 001 二期临床计划分 2A 和 2B 阶段,预计需一到两年完成。海外 市场对标产品利安隆全球销售额约 10 亿美元,市场峰值预测 30-50 亿 美元,市场空间较大。 公司开发中重度银屑病小分子药物,设计思路基于市场在研产品数据优 化,提高适应性和选择性,定位为 Best-in-Class 产品,临床前数据优 异,有望优于现有对标产品,目前处于一期临床阶段。 2024 年研发费用约 1.5 亿元,预计 2025 年持续增加至 1.5-2 亿元。 未来两三年研发开支将显著增加,澳至尊项目推进临床,智根引入战略 投资者后财务报表以投资 ...
仁和药业(000650) - 000650仁和药业投资者关系管理信息20250522
2025-05-22 08:00
证券代码:000650 证券简称:仁和药业 仁和药业股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访√业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他(请文字说明其他活动内容) | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 21 日 (周三) 下午 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、财务总监彭秋林 | | 员姓名 | 2、董事会秘书姜锋 | | | 3、证券经理舒心妤 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复: 1、主持人您好,董秘您好!据了解,仁和药业的产品非常丰富, | | | 且不乏很多 OBM 的产品。我想提的问题是:1、仁和药业未来对于 | | | OBM 业务是采取继续扩张还是减少收敛的策略呢? ...
上海医药集团股份有限公司
Shang Hai Zheng Quan Bao· 2025-05-20 20:26
Group 1 - Shanghai Pharmaceuticals has received FDA approval for its abbreviated new drug application (ANDA) for Rivaroxaban tablets [1] - Rivaroxaban is indicated for reducing the risk of stroke and systemic embolism in patients with non-valvular atrial fibrillation, as well as for the treatment and prevention of deep vein thrombosis (DVT) and pulmonary embolism (PE) [1][2] - The company has invested approximately RMB 8.2 million in the research and development of Rivaroxaban [1] Group 2 - The market for Rivaroxaban in the U.S. generated approximately $8.13 billion in sales in 2023, with projected sales of about $6.33 billion for the first three quarters of 2024 [2] - Competitors in the U.S. market for Rivaroxaban include Janssen Pharmaceuticals and several generic manufacturers [2] Group 3 - The FDA has also approved the ANDA for Mometasone Furoate nasal spray by Zhejiang Xinyi Ruijue Pharmaceutical [4] - Mometasone Furoate is used for the prevention and treatment of seasonal allergic rhinitis in adolescents and adults, as well as for chronic sinusitis with nasal polyps in adults [5] - The nasal spray generated approximately $43.7 million in sales in the U.S. in 2023, with projected sales of about $33.45 million for the first three quarters of 2024 [5]
粤开市场日报-20250520
Yuekai Securities· 2025-05-20 09:04
证券研究报告 | 策略点评 2025 年 05 月 20 日 投资要点 分析师:孟之绪 执业编号:S0300524080001 电话: 邮箱:mengzhixu@ykzq.com 投资策略研究 粤开市场日报-20250520 今日关注 指数涨跌情况:今日 A 股主要指数多数上涨。截止收盘,沪指涨 0.38%,收报 3380.48 点;深证成指涨 0.77%,收报 10249.17 点;科创 50 涨 0.24%,收报 997.68 点;创业板指涨 0.77%,收报 2048.46 点。总体上,全天个股涨多跌 少,Wind 数据显示,全市场 3836 只个股上涨,1376 只个股下跌,199 只个股 收平。沪深两市今日成交额合计 11698 亿元,较上个交易日放量 832.34 亿元。 行业涨跌情况:今日申万一级行业除国防军工、煤炭、钢铁、房地产下跌外, 其余全部上涨,美容护理、综合、传媒、家用电器、医药生物、轻工制造等 行业领涨。 板块涨跌情况:今日涨幅居前概念板块为宠物经济、动物保健精选、三胎、 谷子经济、培育钻石、饲料精选、超硬材料、水电、医美、小红书平台、仿 制药、黄金珠宝、首发经济、央企汽车、生物科技 ...
摩根士丹利下调复星医药目标价4% 维持与大市同步
news flash· 2025-05-20 07:12
摩根士丹利下调复星医药目标价4% 维持与大市同步 金十数据5月20日讯,摩根士丹利发报告指,下调复星医药(02196.HK)目标价4%,从14.2港元降至13.7 港元,维持「与大市同步」评级。大摩对该公司2025—2027年每股盈利预测下调4—11%,以反映2025 年第一季盈利疲软,主要受仿制药带量采购(VBP)的影响及新药增长放缓的拖累。同时,大摩也下调 资本开支预测,预计没有重大收购和新业务投资。 ...
亚宝药业: 亚宝药业集团股份有限公司关于获得药品补充申请批准通知书的公告
Zheng Quan Zhi Xing· 2025-05-16 12:15
Group 1 - The company received the approval notice for the supplementary application of Propranolol Hydrochloride Tablets, indicating that the product has passed the consistency evaluation of generic drug quality and efficacy [1][2] - Propranolol Hydrochloride Tablets were first launched in Japan in October 1966 under the brand name Inderal, with a specification of 10mg [2] - The indications for the drug include secondary prevention of myocardial infarction mortality, hypertension treatment, control of various types of arrhythmias, and management of hyperthyroidism-related tachycardia [2] Group 2 - In 2023, the domestic sales amount of Propranolol Hydrochloride Tablets was approximately 82.18 million RMB, with public medical market sales accounting for about 57.76 million RMB and retail pharmacy sales around 24.42 million RMB [2] - As of the announcement date, six other companies in China have also passed the consistency evaluation for this drug [2] - The company has invested approximately 2.6 million RMB in the research and development of this project [2]