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东北制药:创新药迎突破“双轮驱动”构筑新局
● 本报记者 宋维东 东北制药相关负责人日前在接受中国证券报记者采访时表示,近年来,公司聚焦创新驱动与主业深耕, 在研发突破与主业提质方面取得重要成果,构建起了"研发创新破局、主业盈利稳盘、资产运营增效"的 协同发展格局。特别是在医药行业创新转型加速的背景下,公司以"传统主业筑牢基本盘、创新药业务 开辟增长极"的差异化战略,既守住了盈利底线,又打开了成长空间。日前,东北制药控股子公司鼎成 肽源自主研发的DCTY0801注射液获国家药品监督管理局核准签发的《药物临床试验批准通知书》。未 来,随着创新药管线研发逐步推进、传统业务结构持续升级,公司将进一步释放高质量发展动能,在激 烈的市场竞争中不断突围。 近年来,东北制药核心业务保持稳健发展态势。今年第三季度,公司扣非归母净利润较上年同期增长 27.54%。"这得益于公司在传统优势领域持续深耕细作与产品竞争力不断提升。"该负责人说。 作为国内重要的药品生产与出口基地,东北制药在多个细分领域占据全球重要地位。其中,东北制药是 全球维生素C原料药主要供应商、左卡系列产品核心供应商、全球最大的磷霉素系列产品生产商及全球 氯霉素主要供应商,同时拥有国际最大的黄连素全合成生 ...
研发加码破局 主业稳增提质 东北制药三季报彰显发展韧性
Zheng Quan Shi Bao· 2025-11-09 19:55
Core Insights - Northeast Pharmaceutical has demonstrated significant progress in R&D and core business performance despite a complex market environment characterized by raw material price fluctuations and differentiated end-user demand [1] R&D Investment - The company has significantly increased its R&D investment, with expenses reaching 104 million yuan, a substantial increase of 95% year-on-year [2] - The approval of DCTY0801 injection for clinical trials marks a key breakthrough in the development of innovative cancer drugs, specifically targeting EGFRvIII positive recurrent or progressive high-grade gliomas [2] - This approval not only fills a gap in the company's oncology treatment portfolio but also positions it advantageously in the glioma segment, indicating a critical transition from sustained investment to tangible outcomes in innovative drug development [2] Core Business Growth - Despite external market pressures, the company's core business has shown resilience, with a net profit attributable to shareholders of 42.79 million yuan, reflecting a year-on-year increase of 27.54% [3] - The company maintains a leading position in several niche markets, including being a major global supplier of vitamin C raw materials and the largest producer of phosphomycin [3] - The dual-market strategy of expanding both domestic and international markets has enhanced the company's risk resilience [3] Operational Structure Optimization - The company has focused on optimizing its asset and financial management, leading to improved operational quality and financial flexibility [4] - The balance of prepaid accounts decreased by 49% compared to the beginning of the year, indicating enhanced cash flow management [4] - The company has established a synergistic development framework that combines R&D innovation, stable core business profitability, and efficient asset operations, positioning it well for future growth in a rapidly evolving pharmaceutical industry [4]