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九洲药业:控股子公司获得枸橼酸西地那非口崩片药品注册证书
news flash· 2025-07-01 07:46
智通财经7月1日电,九洲药业(603456.SH)公告称,公司控股子公司浙江九洲生物医药有限公司收到国 家药品监督管理局核准签发的枸橼酸西地那非口崩片的《药品注册证书》。该药品为辉瑞基于以患者为 中心开发的西地那非迭代剂型,2019年在中国批准进口。目前国内获得该药品注册证书的厂家主要为四 川科伦药业股份有限公司、广东泰恩康医药股份有限公司等。根据公开数据,2023年国内医疗市场与零 售市场枸橼酸西地那非片销售总额(终端价)为52.17亿元人民币。九洲药业已在枸橼酸西地那非口崩 片累计研发投入约为人民币1,352万元。本次取得该药品注册证书,进一步丰富公司产品管线,有助于 提升公司产品的市场竞争力,但短期内不会对公司业绩产生重大影响。 九洲药业:控股子公司获得枸橼酸西地那非口崩片药品注册证书 ...
创新药新秀泰恩康大动作,拟斥1.5亿元—2亿元启动第二期员工持股计划
Core Viewpoint - The announcement of the second employee stock ownership plan by TianKang aims to enhance long-term incentive mechanisms, improve employee cohesion and corporate competitiveness, and deeply bind the interests of the company, shareholders, and employees [1] Summary by Relevant Sections Employee Stock Ownership Plan - The scale of the employee stock ownership plan is set between RMB 150 million and RMB 200 million, with an average purchase price based on the closing price of RMB 33.77 per share on June 20, 2025, leading to a minimum of approximately 4.44 million shares and a maximum of about 5.92 million shares, accounting for no more than 1.39% of the total share capital as of the announcement date [1] - The holding period for the stock is strictly regulated, with a minimum of 12 months required [1] Market Confidence and Stock Performance - Industry insiders highlight three key points regarding TianKang's equity incentive: the stock will be sourced through secondary market purchases, the buy-in scale is significant, and the plan reflects strong confidence in future development [2] - TianKang's stock price has surged by 130% this year, ranking fourth among innovative drug concept stocks [2] Innovation and Clinical Development - The collective rise of innovative drug leaders reflects a systematic re-evaluation of the long-term value of R&D investments, driven by expectations of industry upgrades rather than solely academic data disclosures [3] - TianKang's innovative drug CKBA for vitiligo has completed 100% subject enrollment in its Phase II clinical trial, with plans to explore additional indications in the next 3-5 years [3] Growth Areas - The company is focusing on several growth areas, including gastrointestinal drugs, sexual health, and ophthalmology [4] - In the gastrointestinal sector, TianKang aims to expedite the registration process for its product and target over RMB 1 billion in sales within 3-5 years [4] - The sexual health segment features leading products with significant market presence, and a new product is expected to enhance the company's portfolio [4] - In ophthalmology, the company is progressing with clinical trials for a product aimed at treating presbyopia, which could become the first of its kind in China [4] Overall Outlook - TianKang's employee stock ownership plan reflects the company's strong confidence in future growth, driven by innovation and clinical needs, while building high-value competitive barriers in core areas [5] - As key projects move towards commercialization, the company is expected to generate new performance growth points and enter a new growth cycle [5]
今年来第四家!昔日明星药企,今成A股黄花!
IPO日报· 2025-05-29 14:38
星标 ★ IPO日报 精彩文章第一时间推送 高度依赖单一产品 据悉,*ST龙津公司全称为昆明龙津药业股份有限公司,成立于1996年9月,于2015年在深交所挂牌上市。 公司聚焦于心脑血管疾病及代谢类疾病两大领域的治疗型药物的开发、研究、生产及销售,其主导产品为龙津注射用灯盏花素冻干粉针剂,该产品 2016年销量曾达到3569万支的峰值。 2015年—2017年,上市后前三年公司营收较为稳定,分别为1.81亿元、2.24亿元、3.04亿元,实现扣非净利润为0.54亿元、0.58亿元、0.19亿 元。 但在2018年之后,公司盈利状况急转直下,2019年至今,其扣非净利润始终为负值。 制图:李昕 根据2024年年报,*ST龙津全年营收0.66亿元,同比下滑23.25%,连续五年未达1亿元;净利润亏损0.41亿元,虽同比收窄41.58%,但扣非净利 润仍亏损0.5亿元。 这一数据直接触发深交所退市新规中"净利润为负且营收低于3亿元"的强制退市条款。 2025年5月29日,*ST龙津(002750.SZ)公告称,公司于2025年5月28日收到深交所送达的《关于昆明龙津药业股份有限公司股票终止上市的决 定》,深交所决定 ...
泰恩康(301263) - 2025年5月12日投资者关系活动记录表
2025-05-12 09:20
证券代码:301263 证券简称:泰恩康 广东泰恩康医药股份有限公司投资者关系活动记录表 编号:投-003 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 √业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称及 | 线上参与泰恩康 2024 年度网上业绩说明会的投资者 | | 人员姓名 | | | 时间 | 2025 年 05 月 12 日(星期一)15:00-16:00 | | 地点 | "约调研"小程序 | | 上市公司接待人 | 董事长、总经理:郑汉杰先生 | | | 董事、副总经理兼董事会秘书:李挺先生 | | 员姓名 | 财务总监:周桂惜女士 | | | 独立董事:彭朝辉先生 | | | 保荐代表人:徐振宇先生 | | 投资者关系活动 | 1、问:创新药 白癜风适应症已完成全部受试者入组, CKBA | | | 公司预计该创新药上市后,请问市场前景如何,对公司未来业绩 | | | 增长的贡献程度预计有多大? | | | 年 软膏白癜风 期临 答:投资者您好,2024 10 月,CKBA ...