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生长激素行业要变了
3 6 Ke· 2026-01-08 08:10
2026年1月1日起,新版《国家基本医疗保险、生育保险和工伤保险药品目录》正式落地执行,新纳入医保的药品将统一执行最新医保支付标准,这也意味 着多款产品迎来了同步的价格下调。 其中有两款长效生长激素产品被纳入,即长春高新(000661.SZ)旗下金赛药业的金培生长激素注射液(金赛增)和特宝生物(688278.SH)的怡培生长激 素注射液(益佩生)。金赛增早在2014年就已上市,而益佩生则于2025年5月获批,为1类新药。 据国家医保局官网信息显示,益佩生不同规格的最新医保支付价位于418.11元-853.20元的区间。 | 乙 99 金培生长激素注射液 | 限内源性生长激素缺乏(GHD)所引起的 2026年1月1日至 | | | --- | --- | --- | | | 儿童生长缓慢。 | 2027年12月31日 | 金赛增则选择了价格保密,未公布中选价,但在社交平台上,**有家长晒出了9mg装的金赛增经医保谈判后的价格已降至约900元/支。 据《科创板日报》记者获悉,该价格是所有患者都能享受的降价标准,如果患者是生长激素缺乏症,还可按所在省市医保报销政策进行进一步报销,具体 报销金额以当地医疗机构的政策为 ...
安科生物与维昇药业合作的隆培促生长素2026年即将上市,自研与代理双线突破
Quan Jing Wang· 2025-12-29 10:19
在自研新药领域,两款重磅产品有望于2026年实现上市突破。PA3-17注射液作为针对T淋巴母细胞白血 病/淋巴瘤的CD7 CAR-T疗法,已被纳入CDE突破性治疗品种,2025年10月启动关键性II期临床试验, 按附条件上市流程预计2026年前后提交上市申请,将为这类难治性血液肿瘤患者提供新的治疗希望。另 一款抗VEGF人源化单抗已完成III期临床试验,计划2026年申报上市,该抗血管生成药物将为晚期恶性 肿瘤治疗增添重要手段。此外,公司自主研发的HER2靶向创新药HuA21注射液已完成Ib/II期临床,拟 与曲妥珠单抗联合用于HER2阳性乳腺癌等治疗,有望于2026年推进III期临床申报,其协同增效机制有 望突破现有治疗耐药瓶颈。 代理新药方面,长效促卵泡素"晟诺娃?"成为焦点。该产品是中国首个获批的长效促卵泡激素注射液, 由安科生物与宝济药业独家代理合作,通过基因重组技术延长半衰期,实现"一针覆盖一周"的便捷治 疗,III期临床显示其获卵数、活产率等关键指标与短效制剂相当,注射次数可降至2.6次均值。公司已 组建300人专职推广团队,预计2026年贡献规模性收入,填补国产长效促卵泡素市场空白,该领域市场 ...
港股异动 维昇药业-B(02561)再涨超12% 隆培促生长素即将获批 公司近期与东富龙达成战略合作
Jin Rong Jie· 2025-12-02 04:06
消息面上,安科生物近期披露合作进展,与维昇药业合作的隆培促生长素即将获批。据悉,7月14日, 安科生物宣布,公司与维昇药业签订战略合作框架协议,共同推动隆培促生长素在中国市场的普及。 智通财经获悉,维昇药业-B(02561)再涨超12%,截至发稿,涨7.11%,报35.26港元,成交额190.82万港 元。 值得注意的是,11月6日,第八届进博会期间,维昇药业与国内制药装备龙头企业东富龙达成双腔冻干 制剂技术战略合作,并与临港新片区管委会、临港集团物贸平台签署产业协同协议,标志着其在"全球 创新、中国加速"的战略实践进一步落地。 本文源自:智通财经网 ...
港股异动 | 维昇药业-B(02561)再涨超12% 隆培促生长素即将获批 公司近期与东富龙达成战略合作
智通财经网· 2025-12-02 03:09
消息面上,安科生物近期披露合作进展,与维昇药业合作的隆培促生长素即将获批。据悉,7月14日, 安科生物宣布,公司与维昇药业签订战略合作框架协议,共同推动隆培促生长素在中国市场的普及。 值得注意的是,11月6日,第八届进博会期间,维昇药业与国内制药装备龙头企业东富龙达成双腔冻干 制剂技术战略合作,并与临港新片区管委会、临港集团物贸平台签署产业协同协议,标志着其在"全球 创新、中国加速"的战略实践进一步落地。 智通财经APP获悉,维昇药业-B(02561)再涨超12%,截至发稿,涨7.11%,报35.26港元,成交额190.82 万港元。 ...
港股异动 维昇药业-B(02561)盘中涨超7% 公司核心产品隆培促生长素即将获批
Jin Rong Jie· 2025-12-01 03:14
智通财经获悉,维昇药业-B(02561)盘中涨超7%,截至发稿,涨3.64%,报31.88港元。 消息面上,安科生物近期披露合作进展,与维昇药业合作的隆培促生长素即将获批。据悉,7月14日, 安科生物宣布,公司与维昇药业签订战略合作框架协议,共同推动隆培促生长素在中国市场的普及;维 昇药业的核心产品隆培促生长素于2024年3月获中国国家药监局上市申请受理,预计于2025年下半年获 批上市。 本文源自:智通财经网 ...
维昇药业-B盘中涨超7% 公司核心产品隆培促生长素即将获批
Zhi Tong Cai Jing· 2025-12-01 01:55
Core Viewpoint - The stock price of Weisheng Pharmaceutical-B (02561) has seen a significant increase, rising over 7% during trading and currently up by 3.64% to HKD 31.88, driven by positive news regarding its collaboration with Anke Bio [1] Group 1: Company Developments - Anke Bio (300009) has recently disclosed progress in its collaboration with Weisheng Pharmaceutical, specifically regarding the approval of Longpei Growth Hormone [1] - On July 14, Anke Bio announced the signing of a strategic cooperation framework agreement with Weisheng Pharmaceutical to promote the Longpei Growth Hormone in the Chinese market [1] - Weisheng Pharmaceutical's core product, Longpei Growth Hormone, had its application for market approval accepted by the National Medical Products Administration of China in March 2024, with expectations for approval in the second half of 2025 [1]
港股异动 | 维昇药业-B(02561)盘中涨超7% 公司核心产品隆培促生长素即将获批
智通财经网· 2025-12-01 01:53
智通财经APP获悉,维昇药业-B(02561)盘中涨超7%,截至发稿,涨3.64%,报31.88港元。 消息面上,安科生物近期披露合作进展,与维昇药业合作的隆培促生长素即将获批。据悉,7月14日, 安科生物宣布,公司与维昇药业签订战略合作框架协议,共同推动隆培促生长素在中国市场的普及;维 昇药业的核心产品隆培促生长素于2024年3月获中国国家药监局上市申请受理,预计于2025年下半年获 批上市。 ...
安科生物:有知名机构彤源投资参与的多家机构于11月27日调研我司
Sou Hu Cai Jing· 2025-12-01 01:41
Core Insights - The company is focusing on maintaining stable growth in its traditional business while expanding into innovative drug development, particularly in the field of growth hormones and fertility treatments [6][7]. Group 1: Sales Strategy and Market Positioning - The company plans to leverage its established marketing team and extensive hospital coverage to ensure steady sales growth in growth hormones, despite a decline in newborn numbers [2]. - The collaboration with Weisheng Pharmaceutical for the long-acting growth hormone, Longpei, is positioned as a high-quality product with a unique market advantage due to its clinical validation [3]. - The company is actively promoting its long-acting follicle-stimulating hormone, Shengnuowa, through various sales channels, including private hospitals, which are not restricted by regulatory hurdles [4]. Group 2: Research and Development Progress - The company is advancing its dual-target Her2 and PD-L1*4-1BB dual antibody drugs, with plans for non-clinical research and IND application in the coming years [5]. - The establishment of the Anke Biological Innovation Research Institute aims to attract top talent and enhance R&D capabilities to overcome current research bottlenecks [6][7]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported a main revenue of 1.963 billion yuan, a year-on-year increase of 2.15%, while net profit decreased by 6.48% to 551 million yuan [8]. - The third quarter alone saw a revenue of 670 million yuan, reflecting a 7.7% year-on-year increase, with net profit rising by 6.56% to 185 million yuan [8].
安科生物:审评开关已经打开,隆培促生长素处于正常审评中
Mei Ri Jing Ji Xin Wen· 2025-11-20 11:33
每经AI快讯,有投资者在投资者互动平台提问:隆培促生长素的进展贵司有没有跟进?贵司对维昇药 业的投资是否包含相关上市承诺? 安科生物(300009.SZ)11月20日在投资者互动平台表示,之前维昇药业与药审中心就生产细节进行沟 通,所以审评处于暂停状态,目前相关沟通已经结束,审评开关已经打开,隆培促生长素处于正常审评 中。 (文章来源:每日经济新闻) ...
安科生物(300009):25Q3业绩增长,参股公司博生吉安科捷报频传
Huaan Securities· 2025-11-17 09:14
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a revenue of 1.963 billion yuan for the first three quarters of 2025, a year-on-year increase of 2.15%, and a net profit attributable to the parent company of 551 million yuan, a year-on-year decrease of 6.48%. In Q3 2025 alone, the revenue was 670 million yuan, a year-on-year increase of 7.7%, and the net profit was 185 million yuan, a year-on-year increase of 6.56% [4][5] - The company's main business has stabilized and is showing signs of recovery, with positive growth in both revenue and profit in Q3, primarily driven by the growth in revenue from growth hormones and antibody drugs. The decline in profit for the first three quarters is attributed to increased R&D investment, which reached 145 million yuan, a year-on-year increase of 13.08% [5] - The company has successfully introduced two significant long-acting products through business development (BD) collaborations, enhancing its market position in the fields of pediatric growth and assisted reproduction [6] - The company’s affiliate, Bosheng Jian, has made significant progress in its cell therapy platform, with the CD7 CAR-T (PA3-17 injection) being included as a breakthrough therapy and approved for key Phase II clinical trials [7] Financial Summary - The company expects revenues for 2025, 2026, and 2027 to be 2.677 billion yuan, 3.050 billion yuan, and 3.529 billion yuan, respectively, with year-on-year growth rates of 5.6%, 13.9%, and 15.7%. The net profit attributable to the parent company is projected to be 756 million yuan, 848 million yuan, and 987 million yuan for the same years, with year-on-year growth rates of 6.9%, 12.1%, and 16.4% [8][9] - Key financial metrics for 2025 include a gross margin of 78.4%, a return on equity (ROE) of 17.4%, and earnings per share (EPS) of 0.45 yuan [11]