由于严重过敏反应的进程非常迅猛，可能累及呼吸和/或循环系统。因此，第一时间进行医学干预对于患者的生存获益至关重要。但在实际临床场景 中，患者需入院后才能得到针对性治疗，这无疑会延误宝贵的救治时间。 在此情况下，如何优化严重过敏反应的急救流程，成为当前亟待解决的重要问题，而推动治疗药物——肾上腺素的院外覆盖正成为解决该问题的答案 之一。目前，肾上腺素是国内外主流的严重过敏反应临床指南或专家共识明确推荐的严重过敏反应的首选急救药物，多项研究证实，早期使用肾上腺 素可显著降低住院率、死亡率和双相反应发生率，并加快恢复速度。 长期以来，全球肾上腺素主要通过注射形式给药，包括仅在院内使用的肾上腺素注射液和可在院外自行给药的肾上腺素自动注射笔，而中国市场上目 前仅有肾上腺素注射液获批上市。这种注射给药的方式，需给药者具备一定的医疗操作专业性，一定程度上限制了肾上腺素的使用场景和用药便捷 性，这也影响了肾上腺素药物在严重过敏反应患者中的实际应用。据统计，中国仅有25%严重过敏反应在发作时应用了肾上腺素进行治疗，即使在重度 病例中，应用肾上腺素治疗的比例也仅有34%。 远大医药此次布局的优敏速 则为解决这一困境带来了新的希望 ...

祐儿医药是一家专注于儿科领域的本土创新医药公司，致力于为中国儿童专门引进及开发安全有效、便 利易用的儿科药物，凭借在儿科领域内的深厚经验，依靠全球引进和本土研发双轮驱动，助力中国儿科 治疗方案的提升，为中国的儿科医生、患儿及家庭提供更多的创新治疗选择。 集团一直高度重视创新产品和先进技术的研发，以患者需求为核心，以科技创新为驱动，针对尚未满足 的临床需求，加大对全球创新产品和先进技术的投入，丰富和完善产品管线及产业布局，采用"全球化 运营布局，双循环经营发展"策略，形成国内国际双循环联动发展并相互促进的新格局，充分发挥集团 的产业优势和研发实力，快速将科技创新产品落地上市，为全球患者提供更先进更多样的治疗方案。 远大医药(00512)发布公告，近日，集团与祐儿医药科技(上海)有限公司(祐儿医药)达成产品合作协议。 集团将获得全球首款用于紧急治疗成人和30kg及以上儿童患者(2mg规格)以及15-30kg儿童患者(1mg规 格)I型过敏反应(包括严重过敏反应)的肾上腺素鼻喷雾剂Neffy(优敏速)在中国大陆合作渠道内的独家商 业化权益以及在中国香港特别行政区的非独家商业化权益。本次合作由集团位于北京市昌平区的子 ...

Core Viewpoint - The company is experiencing stable growth in traditional business while new sectors are contributing significantly to high growth, particularly in nuclear medicine, cardiovascular precision intervention, pharmaceutical technology, and biotechnology [1] Group 1: Nuclear Medicine Development - The demand for nuclear medicine is increasing due to aging populations and rising cancer incidence, leading to market expansion for diagnostic and therapeutic applications [1] - The core commercial product, Yttrium-90 microspheres, is expected to grow over 140% in 2024, supported by training of over 1,100 doctors across more than 70 hospitals and inclusion in 45 health insurance plans [1] - The company has 12 innovative RDC products in its pipeline, with 4 approved for clinical research and 3 in Phase III trials, including TLX591-CDx for prostate cancer and TLX250-CDx for renal cell carcinoma [1] Group 2: New Product Opportunities - The company has a diverse range of existing products, but the inclusion of Lishuan in the 10th batch of national procurement is expected to exert short-term pressure on performance [2] - New products in sepsis (STC3141) and ophthalmology are anticipated to have significant market potential, with STC3141 projected to reach peak sales of 10 billion yuan based on a 20% market share and a unit price of 8,000 yuan [3] - The company is also advancing in the ENT field with multiple products in development, including a nasal spray expected to be approved by the end of 2024 [3] Group 3: Financial Projections - Revenue projections for 2025-2027 are estimated at 12.203 billion, 13.292 billion, and 14.663 billion HKD, with net profits of 2.076 billion, 2.422 billion, and 2.764 billion HKD respectively, indicating a low valuation compared to peers [4] - The current price-to-earnings (PE) ratios are projected at 15, 13, and 11 times for the respective years, compared to an average of 25, 23, and 20 times for comparable companies, suggesting the company is undervalued [4]