重组人凝血因子

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中国生物制药:“注射用重组人凝血因子VIIA N01”获批准上市
news flash· 2025-07-03 10:35
Core Viewpoint - The approval of "Recombinant Human Coagulation Factor VIIa Injection N01" by the National Medical Products Administration of China marks a significant milestone for the company as it is the first domestically approved product of its kind, providing a more economical and high-quality treatment option for patients [1] Group 1 - The product is the company's first recombinant human coagulation factor VIIa injection and the first of its kind in China [1] - The production process of recombinant human coagulation factor VIIa is complex, facing challenges such as degradation, oxidation sites, and various impurities [1] - The company has innovatively developed proprietary processes for cell culture, separation, purification, and formulation, resulting in two original patents [1] Group 2 - The product has successfully undergone multiple batches of commercial-scale production, demonstrating good consistency in quality between batches, which proves the robustness of the production process [1] - As the first domestically approved recombinant human coagulation factor VIIa product, it is expected to provide a more economical and high-quality treatment option for patients [1] - The company plans to offer a combination treatment solution through Anhengji and Anqixin, addressing the full spectrum of needs from routine replacement therapy to inhibitor management, potentially benefiting a broader population of hemophilia patients [1]
华兰生物20250519
2025-05-19 15:20
华兰生物 20250519 摘要 • 公司通过稳定产品价格、保障医院供应和调整销售策略,在行业压力下实 现了产销量和利润的持续增长。2024 年精品价格维持在 700 元,人才价 格在 420-450 元,与竞品降价形成对比。 • 公司对院内与院外市场供应比例无严格考核,但保证医院和药店供应,并 通过销售人员走访确保供应链稳定。疫情期间对医院维护较好,人血白蛋 白和静注人免疫球蛋白推广顺畅。 • 公司出厂价保持稳定,通过定期走访和流向查看约束经销商,确保医院供 货。人血白蛋白和精品自疫情前至今出厂价基本不变,经销商断供可能导 致市场份额被抢占。 • 疫情期间人血白蛋白和精品等产品在外部市场出现非正常高价,但公司出 厂价基本稳定,销量持续增长。人血白蛋白最高限价为 378 元,疫情期间 价格维持高位,2024 年第三季度后逐渐回归常态。 • 进口人血白蛋白关税提高 10%,导致成本增加,可能导致终端价格回升。 目前出厂价与终端架构价较为接近,配送商业公司仍有利润空间,降价可 能性较低。 Q&A 今年(2025 年)血制品行业面临的主要压力是什么?贵公司在一季度业绩表 现优于行业平均水平的原因有哪些? 今年(20 ...