益佩生

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医药生物行业双周报(2025、8、8-2025、8、21):高值耗材大型联盟集采启动-20250822
Dongguan Securities· 2025-08-22 07:05
10% 医药生物 沪深300 -5% 0% 5% 5% 10% 医药生物 沪深300 超配(维持) 医药生物行业双周报(2025/8/8-2025/8/21) 高值耗材大型联盟集采启动 投资要点: 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息,关于信息的准确性与完整性,建议投资者谨慎判断,据此入市,风险自担。 请务必阅读末页声明。 医药生物(申万)指数走势 -35% 资料来源:iFind,东莞证券研究所 相关报告 业 周 报 行 业 研 究 20% 22-03 22-05 22-07 22-09 22-11 23-01 23-03 医药生物 沪深300 证 券 研 究 报 告 -30% -25% -20% -15% -10% -5% 0% 5% 10% 医药生物 沪深300 -35% -30% -25% -20% -15% -10% -35% -30% -25% -20% -15% -10% -5% 0% -40% -20% 0% -35% -30% -25% -20% -15% -10% -5% 0% 5% 10% 医药生物 沪深300 医药生物行业 2025 年 8 月 22 日 分析师:谢 ...
特宝生物上半年净利润增长40.60%新一代长效生长激素获批
Xin Lang Cai Jing· 2025-08-21 21:11
上证报中国证券网讯(陈铭 记者 邓贞)8月20日晚间,特宝生物发布2025年半年度报告,营收、净利均创新高。报告期内,公司实现营业收入15.11亿元,同比增长26.96%;实现归属于上市 公开资料显示,特宝生物以长效蛋白质药物研发为核心,在聚乙二醇修饰技术领域具有显著优势。经过近30年积累,特宝生物构建了以"聚乙二醇长效化药物"为核心的创新平台技术,目前应用 2025年上半年,特宝生物再添一款国家1类新药,其自主研发的全新一代长效生长激素益佩生获批上市,该药品主要用于治疗3岁及以上儿童的生长激素缺乏症所致的生长缓慢。弗若斯特沙利文 在研发投入方面,特宝生物坚持创新驱动,保持研发投入两位数占比。2025半年报显示,特宝生物上半年研发投入达2.02亿元,同比增长高达48.77%。 同时,特宝生物着力推动多平台技术的协同创新,探索多平台、多工具、多手段解决疾病问题的综合方案。2025年半年报显示,特宝生物全资子公司伯赛基因已完成对九天生物的收购。特宝生 目前,特宝生物已建立聚乙二醇重组蛋白质修饰、蛋白质药物生产、药物筛选及优化3大核心技术平台;同时拓展多个其他技术平台,在核酸药物、腺相关病毒(AAV)基因治疗等领域 ...
特宝生物长效生长激素在国内获批 长春高新十年垄断格局被打破
Mei Ri Jing Ji Xin Wen· 2025-05-29 14:19
Core Viewpoint - The approval of Yipeisheng (益佩生), a long-acting growth hormone injection by Tebao Biopharma, marks a significant shift in the long-acting growth hormone market, breaking the decade-long monopoly held by Jinsai Pharmaceutical [2][4]. Company Summary - Tebao Biopharma's Yipeisheng is designed for weekly administration, targeting growth hormone deficiency in children aged three and above, enhancing patient compliance and reducing treatment burden [2][3]. - The company reported a revenue of 2.817 billion yuan in 2024, a year-on-year increase of 34.13%, and a net profit of 828 million yuan, up 49% year-on-year [6]. - The company has five existing products, with Paigebin being the main revenue driver, generating 2.447 billion yuan, accounting for over 80% of total revenue [6]. Industry Summary - The long-acting growth hormone market has been dominated by Jinsai Pharmaceutical for over ten years, with its product "Jinsai Zeng" being the first globally approved long-acting growth hormone [3][4]. - The market for growth hormone treatment in China is significant, with approximately 6.4 million children affected by growth hormone deficiency, indicating a substantial unmet medical need [3]. - The entry of Yipeisheng is expected to intensify competition in the long-acting growth hormone sector, potentially leading to expanded indications and increased market share for long-acting products [4].