近日，一品红（300723）药业集团股份有限公司（简称"一品红"）发布公告称，公司及子公司广州一品 红制药有限公司（简称"一品红制药"）等多家主体因知识产权纠纷被汇友国际有限公司（简称"汇友国 际"）起诉，涉案金额合计5.286亿元。一品红曾因在国家药品集采中的违规行为引发巨额医保退款，随 后业绩便由盈转亏，这家深耕医药领域20余年的企业正面临多重挑战。 十年前合作引发纠纷 这场诉讼可溯至2014年。公告显示，2014年10月31日，一品红制药与汇友国际就注射用前列地尔脂质体 合作事宜签署《合作协议》，约定双方共同现金出资1000万元设立合资公司广州市品瑞医药科技有限公 司（简称"品瑞医药"）。一品红制药持有合资公司52%股权、汇友国际持有48%股权，并由品瑞医药推 进前列地尔的研发。 协议约定，汇友国际将注射用前列地尔脂质体有关的专利（专利号为ZL200510110924.8）和技术秘密全 部注入品瑞医药并由品瑞医药提供给一品红制药使用。专利完成转让后，一品红制药向汇友国际及其相 关方支付1500万元，待取得生产批件后再支付3000万元。 一品红称，一品红制药已于2015年-2016年按协议支付了1500万 ...

11月11日，一品红（300723）发布的公告显示，近日，汇友国际有限公司(以下简称"汇友国际")就知识产权纠纷向 广东省高级人民法院起诉广州一品红制药有限公司(以下简称"一品红制药")、公司等。 汇友国际的诉讼请求包括：确认多项"一种前列地尔注射制剂及其制备方法"发明专利归其所有；判令各被告立即 停止侵害相关专利及技术秘密；连带赔偿经济损失5.28亿元及维权费用60万元，并承担诉讼费用。 诉讼背景情况显示，2014年10月31日，一品红制药与汇友国际就注射用前列地尔脂质体合作事宜签署《合作协 议》，约定双方共同现金出资1000万元设立合资公司广州市品瑞医药科技有限公司(以下简称"品瑞医药")。一品 红制药持有合资公司52%股权，汇友国际持有合资公司48%股权。双方约定将由品瑞医药推进前列地尔的研发。 合作双方按其出资额在注册资本中的比例分享利润和分担风险及亏损。 《合作协议》约定内容的概要为：汇友国际将注射用前列地尔脂质体有关的专利和技术秘密全部注入到品瑞医药 并由品瑞医药提供给一品红制药使用；上述专利完成转让后，则一品红制药向汇友国际及其相关方支付1500万 元；一品红制药取得前列地尔脂质体生产批件后，一 ...

Core Viewpoint - Tianjin Pharmaceutical Industry (津药药业) announced that its subsidiaries, Tianjin Peace Pharmaceutical Co., Ltd. and Hubei Tian Pharmaceutical Co., Ltd., participated in the 11th national centralized drug procurement organized by the National Organization for Drug Procurement Office, with seven products expected to be selected for this procurement [1] Group 1 - The subsidiaries involved in the procurement are Tianjin Peace Pharmaceutical and Hubei Tian Pharmaceutical [1] - The seven products proposed for selection include Betamethasone Sodium Phosphate Injection, Ambroxol Hydrochloride Injection, Metoclopramide Hydrochloride Injection, Theophylline Injection, Isoniazid Injection, Adrenaline Hydrochloride Injection, and Famotidine Injection [1]

Core Viewpoint - The company announced that its subsidiaries participated in the 11th national centralized drug procurement organized by the National Organization for Drug Procurement Office, with seven products expected to be selected for this procurement [1] Group 1: Procurement Participation - The subsidiaries of the company, Tianjin Pharmaceutical Peace Pharmaceutical Co., Ltd. and Hubei Tianjin Pharmaceutical Co., Ltd., are involved in the national centralized drug procurement [1] - The seven products proposed for selection include Betamethasone Sodium Phosphate Injection, Ambroxol Hydrochloride Injection, Metoclopramide Hydrochloride Injection, Theophylline Injection, Isoniazid Injection, Adrenaline Hydrochloride Injection, and Famotidine Injection [1] Group 2: Financial Impact - The total projected sales revenue from the selected products for the year 2024 is approximately 95.16 million yuan, accounting for 2.96% of the company's total revenue for that year [1] - For the first three quarters of 2025, the projected sales revenue from these products is approximately 22.08 million yuan, representing 0.99% of the company's revenue for that period [1]

Core Viewpoint - The National Healthcare Security Administration (NHSA) has initiated an investigation into six companies for collusion and price negotiation during the national drug procurement process, marking the first instance of such violations since the implementation of centralized drug procurement in China [1][4]. Group 1: Investigation and Penalties - Six companies have been disqualified from the seventh round of national drug procurement due to collusion in bidding and have been placed on a "blacklist," facing a suspension of participation for 6 to 12 months [3][7]. - This incident is referred to as the "largest collusion case" in national drug procurement history [4]. - The involved companies include Chengdu Xinjie High-tech Development Co., Ltd., Renhe Yikang Group Co., Ltd., Guangzhou Yipin Hong Pharmaceutical Co., Ltd., Shijiazhuang Fourth Pharmaceutical Co., Ltd., Shanghai Xudong Haipu Pharmaceutical Co., Ltd., and Jiangxi Yiyou Pharmaceutical Co., Ltd. [7]. Group 2: Financial Impact - The collusion has resulted in a loss of approximately 266 million yuan for the procurement side, with Yipin Hong committing to refund the entire amount based on sales data from 2022 to present [8]. - The average winning price for the involved drug, Ambroxol Hydrochloride Injection, was 17.95 yuan, with a price drop of 22%, making it one of the least reduced products in the procurement [9]. Group 3: Market Implications - The blacklisting of these companies may lead to increased competition among other firms for the market share of Ambroxol Hydrochloride Injection, as the involved companies accounted for over 90% of its sales in public hospitals [11]. - The NHSA has emphasized the importance of compliance with laws and regulations in drug procurement, warning that collusion will lead to penalties and damage to corporate reputation [11].

Core Viewpoint - Tianjin Pharmaceutical Industry is recognized as a leading domestic manufacturer of steroid hormone drugs and a global leader in amino acid raw materials, showcasing its advanced position and demonstration effect in the industry for the year 2024 [1] Product Matrix - The company has a diverse product matrix with over 70 types of raw materials, including dexamethasone series, prednisone series, methylprednisolone series, betamethasone series, and amino acids, as well as more than 10 dosage forms such as injections, ointments, and tablets, catering to various patient treatment needs [2] R&D Innovation - In recent years, the company has significantly enhanced its product R&D and scientific research system, focusing on steroid hormones and amino acids, and implementing a "raw materials + formulations" full industry chain layout, with R&D investment reaching 248 million yuan in 2024, accounting for 7.7% of revenue, reflecting its strong R&D capabilities [3] Dual-Track Strategy - The company employs a dual-track strategy of "innovation line" and "generic line" to accelerate the new drug approval process, with 11 specifications of 10 products recently receiving approval, including the first domestic approval for a specific injection by its subsidiary [4] Market Performance - Among its products, the injection of isopropyl methochloride has shown strong market performance, with sales increasing from 756 million yuan in 2022 to 821 million yuan in 2023, and is expected to expand further due to its inclusion in the national medical insurance [5] - The inhalation solution of acetylcysteine is also a national medical insurance drug, with significant market potential in treating respiratory diseases, indicating a stable growth outlook as the patient population expands [5] Future Outlook - The company plans to continue its commitment to innovation, increasing investment in technology R&D, and focusing on new product development and consistency evaluation to provide high-quality, efficient drugs for patients and deliver substantial value returns to shareholders [6]

证券代码：600196 股票简称：复星医药 编号：临 2025-029 上海复星医药（集团）股份有限公司 关于控股子公司获药品注册申请受理的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、概况 上海复星医药（集团）股份有限公司（以下简称"本公司"）控股子公司重庆 药友制药有限责任公司就盐酸溴己新注射液（以下简称"该药品"）的药品注册申 请于近日获国家药品监督管理局受理。 二、该药品的基本信息及研究情况 盐酸溴己新注射液为本集团（即本公司及控股子公司/单位，下同）自主研发的 化学药品。该药品拟用于在口服给药困难的情况下，以下疾病和症状的祛痰：肺结 核、尘肺病、手术后。 三、风险提示 该药品在进行商业化生产前，尚需（其中主要包括）获得药品注册批准等。本 次获药品注册申请受理不会对本集团现阶段业绩产生重大影响。 1 由 IQVIA 提供，IQVIA 是全球医药健康产业专业信息和战略咨询服务提供商；IQVIA CHPA 数据代表中国境 内 100 张床位以上的医院药品销售市场，不同的药品因其各自销售渠道布局的不同，实际销售情 ...