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先声药业绩后高开逾4% 上半年创新药收入同比增长26% 商业化创新药组合成功拓至十款
Zhi Tong Cai Jing· 2025-08-22 01:40
从业务结构来看,神经科学及抗肿瘤领域表现最为亮眼。神经科学收入12.49亿元,同比劲增37.3%;抗 肿瘤收入8.74亿元,同比大增41.1%;自身免疫收入保持稳健,录得8.78亿元,同比增长3.3%。 先声药业(02096)绩后高开逾4%,截至发稿,涨4.15%,报13.3港元,成交额192.85万港元。 消息面上,8月21日,先声药业公布截至2025年6月30日止六个月的中期业绩。期内公司实现收入35.85 亿元人民币,同比增长15.1%;创新药业务贡献27.76亿元,占总收入的77.4%,同比大增26%,持续成 为公司增长的核心动力。公告称,截至本公告日期,集团商业化创新药组合成功拓展至十款:恩度、艾 得辛、先必新、恩维达、科赛拉、先诺欣、恩立妥、先必新舌下片、科唯可及恩泽舒,涵盖神经科学、 抗肿瘤、自身免疫、抗感染领域,拥有巨大的市场潜力和协同效益。 盈利方面,公司归属于股东的净利润达到6.04亿元,同比上升32.2%;经调整归母净利润6.51亿元,同 比增长21.1%,显示盈利质量稳步提升。公司同时持续加大研发投入,上半年研发总额高达10.28亿元, 同比大增68%,占收入比例由去年同期的19.7% ...
港股异动 | 先声药业(02096)绩后高开逾4% 上半年创新药收入同比增长26% 商业化创新药组合成功拓至十款
智通财经网· 2025-08-22 01:32
智通财经APP获悉,先声药业(02096)绩后高开逾4%,截至发稿,涨4.15%,报13.3港元,成交额192.85 万港元。 从业务结构来看,神经科学及抗肿瘤领域表现最为亮眼。神经科学收入12.49亿元,同比劲增37.3%;抗 肿瘤收入8.74亿元,同比大增41.1%;自身免疫收入保持稳健,录得8.78亿元,同比增长3.3%。 盈利方面,公司归属于股东的净利润达到6.04亿元,同比上升32.2%;经调整归母净利润6.51亿元,同 比增长21.1%,显示盈利质量稳步提升。公司同时持续加大研发投入,上半年研发总额高达10.28亿元, 同比大增68%,占收入比例由去年同期的19.7%升至28.7%。 消息面上,8月21日,先声药业公布截至2025年6月30日止六个月的中期业绩。期内公司实现收入35.85 亿元人民币,同比增长15.1%;创新药业务贡献27.76亿元,占总收入的77.4%,同比大增26%,持续成 为公司增长的核心动力。公告称,截至本公告日期,集团商业化创新药组合成功拓展至十款:恩度、艾 得辛、先必新、恩维达、科赛拉、先诺欣、恩立妥、先必新舌下片、科唯可及恩泽舒,涵盖神经科学、 抗肿瘤、自身免疫、抗感 ...
先声药业发布中期业绩,净利润6.04亿元,同比增加32.2%
Zhi Tong Cai Jing· 2025-08-21 13:43
公告称,截至本公告日期,集团商业化创新药组合成功拓展至十款:恩度、艾得辛、先必新、恩维达、 科赛拉、先诺欣、恩立妥、先必新舌下片、科唯可及恩泽舒,涵盖神经科学、抗肿瘤、自身免疫、抗感 染领域,拥有巨大的市场潜力和协同效益。截至2025年6月30日止6个月,创新药业务收入人民币27.76 亿元,占总收入的77.4%。 先声药业(02096)发布截至2025年6月30日止6个月中期业绩,该集团取得收入人民币35.85亿元(单位下 同),同比增加15.14%;净利润6.04亿元,同比增加32.2%;每股基本盈利0.25元;经调整归属于公司权益 股东的利润为人民币6.51亿元,相比于去年同期人民币5.38亿元增长21.1%。 ...
【转|太平洋医药-先声药业深度】创新药密集兑现,未来持续增长可期
远峰电子· 2025-05-27 13:45
Group 1 - The core viewpoint of the article emphasizes the solid position of the company as a leading player in the neuro-specialty pharmaceutical sector, with significant growth potential from innovative drugs [1][6][12] - The approval of the sublingual formulation of Xianbixin is expected to enhance treatment adherence among acute stroke patients, potentially making it a key drug for improving stroke prognosis [1][20][22] - The company has successfully launched multiple innovative drugs, with eight already approved and several included in the national medical insurance directory, indicating a strong growth trajectory [9][12][59] Group 2 - The new generation of DORA insomnia drugs is rapidly gaining market traction, with Dalirelix expected to be launched in China soon, following successful approvals in other regions [2][55][51] - The sales of DORA insomnia drugs have shown impressive growth, with Suvorexant achieving sales of $330 million in 2020 and Lemborexant surpassing $260 million in 2023 [2][51] - The company has established a strong research and development framework, with significant investments leading to a rapid increase in innovative drug revenue, which has grown at a CAGR of 33.8% from 2017 to 2023 [12][15][57] Group 3 - The oncology sector is entering a phase of intensive product launches, with several innovative cancer drugs recently approved and included in the national medical insurance directory, indicating potential for significant market expansion [3][32][58] - The company’s innovative drugs in oncology, such as Envidat and Koseira, are expected to drive future revenue growth, with projected revenues of 15.16 billion, 17.84 billion, and 22.06 billion yuan from 2024 to 2026 [58][59] - The company is focusing on differentiated pipeline strategies, particularly in the development of TCE tri-antibodies like SIM0500, which are currently undergoing clinical trials in the US and China [4][40][36] Group 4 - The company has a robust pipeline of innovative drugs, with a focus on collaborative development across various therapeutic areas, including neurology and oncology [33][36] - The company’s R&D investment has significantly increased, with a CAGR of 39.5% from 2017 to 2023, enhancing its capacity for innovation and long-term growth [15][57] - The company’s innovative drug revenue is projected to continue growing, with expectations of reaching 67.76 billion yuan in 2024, reflecting a year-on-year growth of 3% [59][60]