人促红素注射液

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近7成盈利增长,6家净利润翻倍,创新药企半年报集体报喜
Zheng Quan Zhi Xing· 2025-08-25 10:17
近期,随着多家创新药企半年度业绩报告的密集披露,中国生物医药产业迎来了一波"数据高潮"。Wind数据显示,截至8月24日,39家创新药企 已完成2025年半年报披露,共有27家归母净利润实现正增长,占比高达69.23%,并有6家企业归母净利润同比增长超100%,行业整体展现强劲发 展动能。 具体来看,6家归母净利润翻倍的企业分别为科兴制药、圣诺生物、金凯生科(301509)、博腾股份(300363)、甘李药业(603087)和药明康德 (603259)。 其中科兴制药以576.45%的增速位居榜首,归母净利润总额为0.80亿元。据悉,科兴制药是一家主要从事重组蛋白药物和微生态制剂的研发、生 产、销售一体化的创新型国际化生物制药企业,专注于抗病毒、肿瘤与免疫、血液、消化、退行性疾病等治疗领域,聚焦于新型蛋白、抗体药 物、递送系统、基因工程载体疫苗等技术方向。 半年报显示,公司海外商业化平台已实现了40多个国家,人口过亿、GDP排名前三十的新兴市场国家全部覆盖,产品人促红素注射液在巴西、菲 律宾、埃及、秘鲁等国家已成为当地EPO领先品牌产品。在国内,公司持续拓展电商平台等多元化销售渠道,已实现常乐康、克癀胶囊、赛 ...
科兴制药引进产品贝伐珠获哥伦比亚批准上市,开启拉美区域新篇
Zheng Quan Shi Bao Wang· 2025-07-31 02:25
Core Insights - The company has successfully commercialized its biosimilar product Bevacizumab in multiple countries, including recent approvals in Nigeria, Pakistan, and Colombia, indicating a strong momentum in overseas market expansion [2][3][4] - Bevacizumab is a widely used oncology drug with peak global sales reaching approximately $7 billion, highlighting its significance in cancer treatment [2] - The collaboration between the company and Dongyao Pharmaceutical has led to efficient registration processes across various countries, with multiple GMP certifications obtained, showcasing the company's commitment to quality [3][4] Market Strategy - The company is focusing on deepening its presence in the Latin American market, which has shown a growth rate of 11.4% in pharmaceutical exports from China, making it a key area for expansion [3][4] - Colombia, as the fourth largest pharmaceutical market in Latin America, presents significant opportunities due to its reliance on imported biopharmaceuticals and strict regulatory standards, which enhances the credibility of the company's products [4] - The company aims to leverage its successful registration in Colombia to facilitate further market penetration in other Latin American countries [4] Internationalization Efforts - The company has developed a comprehensive "platform export" model that includes collaborative research, marketing, and localized sales strategies, enhancing its internationalization capabilities [5][6] - The transition from a focus on emerging markets to a more integrated approach that includes both the EU and emerging markets marks a significant evolution in the company's export strategy [6] - The recent approval of Bevacizumab in Colombia underscores the company's competitive advantages in overseas commercialization, positioning it for greater influence in the global pharmaceutical market [5][6]
科兴制药(688136):海外营收迅猛增长,创新管线亮点频出
Great Wall Securities· 2025-04-29 12:13
Investment Rating - The report maintains a "Buy" rating for the company, expecting the stock price to outperform the industry index by more than 15% in the next six months [4][17]. Core Insights - The company is experiencing rapid growth in overseas revenue, with a projected 61.96% year-on-year increase in overseas sales to approximately 224.37 million yuan in 2024, primarily driven by the sales growth of albumin paclitaxel in the EU [2]. - The company is actively pursuing an "internationalization" strategy, enhancing its overseas marketing structure and focusing on key disease areas, which has established it as a model for the domestic pharmaceutical industry's expansion abroad [2]. - The company has a strong pipeline of innovative drugs, particularly in oncology, immunology, and degenerative diseases, with several projects showing promising preclinical results and progressing towards clinical trials [3]. Financial Summary - The company is projected to achieve a revenue of 1.407 billion yuan in 2024, representing a year-on-year growth of 11.7%, and is expected to turn a profit with a net profit of 31 million yuan [1]. - The company's revenue is expected to grow significantly over the next few years, reaching 2.701 billion yuan by 2027, with a compound annual growth rate (CAGR) of 19.5% from 2024 to 2027 [1]. - The return on equity (ROE) is expected to improve from -12.0% in 2023 to 14.1% by 2027, indicating a recovery in profitability [1]. Market Position - The company has established a strong presence in over 40 emerging market countries, covering regions such as Central and South America, Southeast Asia, and the Middle East and North Africa [2]. - The company maintains leading market shares in several domestic products, including "Sai Ruojin" in the short-acting interferon market and "Lai Ting" in the infliximab market [8].
科兴制药2024年报:海外业务增长迅猛 全面向创新药研发转型
Zhong Zheng Wang· 2025-04-11 06:52
中证报中证网讯(记者张鹏飞)4月10日晚,科兴制药发布2024年年度报告。报告期内,公司整体经营质 量显著提高,主营业务持续稳健向好,全年公司营业收入14亿元,同比增长11.75%;扣除非经常性损 益后归属于上市公司股东的净利润为3525.43万元。海外业务增长迅猛,销售收入达2.24亿元,同比增长 约61.96%。 从近三年科兴制药年度报告披露的管线变化可以看出,其研发已有了新面貌,尤其在抗病毒、肿瘤、自 身免疫性疾病领域,已全面向创新药研发转型。2024年,公司在研项目数量14个,其中4项处于临床阶 段,且创新药管线中不乏多款热门靶点的双抗、三抗。 较受业界关注的创新药GB18(靶点GDF-15)项目,用于治疗肿瘤恶病质,对标全球领先同靶点同适应症 管线,采用Fc融合纳米抗体结构设计,已完成国际专利布局。临床前数据显示,GB18能有效逆转肿瘤 恶病质导致的体重减轻,提高肌肉和脂肪重量,改善运动功能。预计可实现每3-4周一次的注射频率, 减少用药负担,提高患者依从性。 同时,科兴制药也在积极探索AI研发,充分利用AI和计算机辅助药物设计(CADD)等数字化手段,高效 高质地应用于抗体分子设计、结构优化、活性 ...