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“流感药物之王”调整销售架构,欲发力肝病业务
Di Yi Cai Jing Zi Xun· 2025-09-01 07:19
本文字数:829,阅读时长大约2分钟 作者 |第一财经 林志吟 封图 |AI生成 2025.09.01 东阳光药方面对第一财经记者表示,公司此次成立的肝病专线,设有上海、广州、北京等七大业务区, 总规模达百人级。 我国约有1000万丙肝感染者,但诊断率及抗病毒治疗率均较低,已成为严重的社会和公共卫生问题。东 阳光药东卫卓、东英贺的上市,可为国内丙肝患者提供新的治疗选择。不过,东阳光药仍面临其他丙肝 药物厂家竞争。 东卫卓、东英贺属于丙肝直接抗病毒药物(DAA),截至目前,中国共批准17种治疗慢性丙型肝炎的 DAA,其中八种药品已纳入国家医保药品目录。东阳光药能否从丙肝药物市场中突围,也在考验公司 的商业化能力。 根据东阳光药近期发布的半年报,公司在试图推动东卫卓、东英贺这两款药物进入新一轮国家医保目 录。 微信编辑| 夏木 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索,欢迎提供。专 用邮箱:bianjibu@yicai.com 9月1日,第一财经记者从东阳光药(06887.HK)独家获悉,该公司于8月进行了销售架构调整,成立了 肝病专线团队,将加速丙肝等创新药商业化。 今年一季 ...
“流感药物之王”调整销售架构,欲发力肝病业务
第一财经· 2025-09-01 07:11
2025.09. 01 东阳光药有着"流感药物之王"称号,旗下的流感药物奥司他韦(商品名:可威)长期占据着国内主要 市场份额,凭借在儿童市场的优势地位,2025年上半年,整体销售额仍达到13.01亿元,但也受制于 竞争厂家激增等因素影响,销售额增长已出现疲软态势。 近年来,东阳光药努力在摆脱对奥司他韦销售的业绩依赖,后者在公司销售占比已从2022年的 81.2%下降至2024年的64.2%;今年上半年,东阳光药奥司他韦销售额占比约67%。 肝病业务正成为东阳光药在培育的第二增长曲线。截至目前,公司共有三款肝病药物获批上市。 本文字数:829,阅读时长大约2分钟 作者 | 第一 财经 林志吟 封图 | AI生成 9月1日,第一财经记者从东阳光药(06887.HK)独家获悉,该公司于8月进行了销售架构调整,成 立了肝病专线团队,将加速丙肝等创新药商业化。 今年一季度,东阳光药有两款丙肝创新药获批国内上市,分别是东卫卓(磷酸萘坦司韦)、东英贺 (艾考磷布韦),两药联合治疗初治或干扰素经治的基因1、2、3、6型成人慢性丙肝病毒(HCV) 感染,可合并或不合并代偿性肝硬化。 微信编辑 | 夏木 第 一 财 经 持 续 ...
东阳光药(01558)IPO启航:解码传统Pharma的创新进阶之路
智通财经网· 2025-06-24 01:46
Core Viewpoint - The transformation of traditional Chinese pharmaceutical companies towards innovation is gaining momentum, exemplified by Dongyang Sunshine Pharmaceutical's IPO application and its focus on innovative drug development [1][2]. Group 1: Innovation Transformation - Dongyang Sunshine Pharmaceutical has accumulated over 20 years of research and development experience, owning 150 approved drugs across China, the US, and Europe, which provides a solid foundation for its innovative R&D [2]. - The company plans to invest 7.92 billion RMB, 8.27 billion RMB, and 8.88 billion RMB in R&D from 2022 to 2024, representing 20.8%, 13.0%, and 22.1% of total revenue respectively, indicating a commitment to high R&D spending [2]. - Dongyang Sunshine has a complete production line from raw materials to formulations, with leading facilities for solid formulations and biopharmaceuticals, and has received multiple GMP certifications in China, the US, and Europe [2]. Group 2: Sales and Distribution - The company has a large sales and distribution network with nearly 2,000 sales professionals, covering 32 provincial administrative regions and over 25,000 hospitals in China [3]. - Dongyang Sunshine is positioned to be one of the first Chinese pharmaceutical companies to obtain approval for insulin in the US, expanding its global market reach [3]. Group 3: Product Pipeline and Clinical Development - Dongyang Sunshine has successfully launched three innovative hepatitis C drugs and is expanding its pipeline to include a SGLT-2 oral diabetes drug and over ten new drugs in II and III phase clinical trials targeting various diseases [3][9]. - The company is focusing on oncology, with over 20 innovative pipelines, including the FLT3 inhibitor, Clifofitinib, which is currently in III phase clinical trials for acute myeloid leukemia (AML) [4][5]. Group 4: Market Potential - Clifofitinib has a global sales peak potential of 1 billion USD, with an expected annual sales peak of 3-4 billion RMB in China, highlighting its significant market opportunity [8]. - The company has established a commercial partnership for Clifofitinib with Shenyang Sanofi Pharmaceutical to enhance market penetration upon its launch [8]. Group 5: Future Outlook - Dongyang Sunshine is redefining its innovation boundaries, transitioning from a "flu expert" to a globally competitive innovative pharmaceutical company, with a focus on advanced technologies such as AI in drug development [11][12]. - The company aims to continue breakthroughs in metabolic diseases, anti-infection, and oncology, potentially becoming a benchmark for innovation transformation among local pharmaceutical companies [12].