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华领医药(02552)中报观:业绩期内首次盈利,商业化转型将迎收获期
智通财经网· 2025-08-29 00:46
就经营层面而言,公司的旗舰产品华堂宁®表现亮眼。自2025年开始,华堂宁®在中国的商业化责任过 渡回华领医药后,在单价与去年同期持平的情况下,华堂宁®销量达176.4万盒,同比增108%;净销售额 2.174亿元,同比增长112%。该产品市场放量的背后,是核心产品进入收获期及其商业化策略的精准落 地,二者共同支撑起产品的长期渗透潜力。 智通财经APP了解到,华堂宁®作为全球首创葡萄糖激酶激活剂(GKA),凭借"修复血糖传感器"的创新 机制,填补了全球GKA研发的空白。上市以来,华领积极开展多格列艾汀上市后真实世界研究 (BLOOM),在全国80家中心纳入2000例2型糖尿病患者,目前已完成1000余例患者的1年随访。在真实 世界环境中,BLOOM研究进一步证明了多格列艾汀的有效性、泛用性和安全性。 市场拓展上,医保放量与国际化策略将共同构成华领业绩增长的"双引擎"。自2024年华堂宁®纳入国家 医保后,2025年二级、三级医院处方量显著增加,提升患者可及性与用药粘性。同时,公司加速布局大 中华区及东南亚,已在香港递交多格列艾汀75mg(MYHOMSIS®/華領片TM)注册申请,推动产品进入全 球市场竞争。 今 ...
华领医药-B(02552.HK)上半年营收同比大增112%,首次实现商业化盈利
Ge Long Hui· 2025-08-28 10:53
Core Insights - The company reported a significant increase in total revenue for the first half of 2025, achieving approximately RMB 1.178 billion, which represents a year-on-year growth of 112% [1][2] - The sales volume of the core product, Huadongning® (Dapagliflozin Tablets), reached 1.764 million boxes, marking a 108% increase compared to the same period last year [1][2] - The company achieved a gross profit margin of approximately 54.2%, an increase of 7.7% year-on-year, indicating improved operational efficiency [1] - The termination of the exclusive promotion agreement with Bayer resulted in a one-time deferred income of RMB 12.435 billion, contributing to a net profit of RMB 1.184 billion for the reporting period, marking the company's first profitable period [1][2] - The company has a cash balance of approximately RMB 1.023 billion, providing a solid financial foundation for future growth [1] Business Development - The company has fully transitioned to independent commercialization of Huadongning® in China as of January 1, 2025, reflecting strong market demand and effective execution by its sales team [2] - The company is actively pursuing registration of Dapagliflozin in Hong Kong and seeking partnerships in Southeast Asia and Belt and Road countries [2] - Based on preliminary success from Phase I single-dose escalation studies in the U.S., the company plans to initiate Phase I multi-dose escalation studies by the end of 2025 or early 2026, aiming to expand the global market for the second-generation GKA [2]