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复宏汉霖2025半年报释放全球化增长信号,海外利润飙升超200%,创新驱动打开增长空间
Zhi Tong Cai Jing· 2025-08-26 02:27
8月21日,复宏汉霖(02696)盘中股价触及85.95港元,刷新公司上市以来股价新高。至此,公司年初至今 股价已大幅增长,涨幅已超过250%,大幅跑赢指数。 究其原因,在于近年来复宏汉霖频繁在产品出海、创新研发等方面出现多重超预期利好,公司"投资确 定性"得到进一步验证。其持续拉升的股价走势同样也是本轮港股创新药牛市的最具象化体现。 今年上半年,公司在整体盈利保持稳步推进的同时,核心产品凭借适应症拓展与国际化策略不断蓄力长 期增长潜力。作为全球首个获批一线治疗小细胞肺癌的抗PD-1单抗,H药汉斯状 于业绩期内实现全球 产品销售收入5.977亿元。 2025年上半年,H药海外市场拓展提速,相继在欧盟、新加坡、马来西亚、英国及印度获批,用于一线 治疗广泛期小细胞肺癌(ES-SCLC),并于印尼和泰国获批治疗鳞状非小细胞肺癌(sqNSCLC),全球上市 范围已扩展至近40个国家和地区。今年2月,汉斯状 在欧盟获批上市,成为当地首个用于ES-SCLC治疗 的抗PD-1单抗。8月,复宏汉霖宣布已经在欧洲德国和印度分别开出首张处方,标志着公司国际化战略 取得关键突破。 汉斯状 的潜力仍未触顶。目前,复宏汉霖正围绕肺癌和 ...
创新药企业加速集聚光谷
Chang Jiang Ri Bao· 2025-05-07 00:19
Group 1 - The "Rice Blood" industrialization base project of He Yuan Bio has completed the main structure and is now entering the equipment installation and debugging phase, aiming for production by 2026, with an expected annual output of 12 million recombinant human serum albumin injection [1] - The completion of the project is strategically significant for meeting national health needs, reducing reliance on imports, and ensuring supply chain security [1] - The innovative drug sector is described as a challenging field, often referred to as "nine deaths and one life" due to the difficulties from research to market application [1] Group 2 - Several innovative drug companies are accelerating their presence in Optics Valley, with a reported signing amount of nearly 4.5 billion yuan for new projects in the first quarter of this year [1] - Shanghai Fukang Pharmaceutical plans to focus on commercializing innovative drugs and expanding overseas from Optics Valley, citing the area's vibrant and opportunity-rich environment [2] - The first eye gene therapy drug from Nufos Bio is currently in phase three clinical trials, with plans to strengthen its headquarters in Wuhan [2] Group 3 - The recombinant human serum albumin injection has completed phase three clinical trials, demonstrating efficacy comparable to human blood albumin, and is expected to be approved for market this year [3] - The process of innovation is described as a long-term effort, with recent breakthroughs attributed to years of persistence and support from the local ecosystem [3] Group 4 - The successful launch of new drugs is expected to generate revenue that can support the development of other local biopharmaceutical companies, creating a positive cycle within the industry [4] - Optics Valley has cultivated over 500 high-tech enterprises, 7 local listed companies, and 3 billion-level leading enterprises, maintaining a competitive edge in central China and nationally [4]