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生长激素龙头的“生长痛”:降价、竞品两头夹击,转型成效尚待观察
Mei Ri Jing Ji Xin Wen· 2025-05-29 06:18
"身高70%靠遗传,30%靠后天,定制身高不是梦" 民营医院的广告语还在滚动,生长激素的龙头却准备 要换赛道。 未来,作为市场上唯一一家长效生长激素生产销售方,金赛药业受到的冲击无疑最大。而作为行业老二 的安科生物的竞争优势也会被削弱,目前其有两款长效生长激素在研,生长激素PEG-rhGH在2018年完 成3期试验,至今为止尚未获得上市批准。 转型成效待观察,方向包括儿科、女性健康、抗衰老等 5月28日晚间,国内两家生长激素公司——长春高新(000661)(000661.SZ)、安科生物(300009) (300009.SZ)分别宣布了新药研发或上市进展,前者子公司的GenSci128片在美国获批开展临床试验, 适应证为携带TP53 Y220C突变的局部晚期或转移性实体瘤;后者的醋酸阿托西班注射液在国内获批上 市,可以治疗孕妇早产。 此前,两家公司都交出了增长乏力的年报成绩单。过去三年,生长激素行业格局发生剧变,"一品鲜"的 日子一去不复返,生长激素双龙头都希望能找到第二增长曲线,但新产品变现还需要时间。 两家头部公司2024年收入、归母净利润均出现下滑 在对孩子有身高焦虑的父母眼里,生长激素是一款增高"神药 ...
长春高新技术产业(集团)股份有限公司 关于子公司GenSci128片新药临床试验申请 获得美国食品药品监督管理局批准的公告
Core Viewpoint - The company has received FDA approval for clinical trials of GenSci128 tablets, a targeted therapy for patients with TP53 Y220C mutation in advanced or metastatic solid tumors [1][2]. Group 1: Drug Information - Product Name: GenSci128 tablets - Application: Clinical trial approval in the US - Acceptance Number: IND 174059 - Applicant: Changchun JinSai Pharmaceutical Co., Ltd. - Approval Conclusion: Permission granted for clinical trials in the US - Indication: Local advanced or metastatic solid tumors with TP53 Y220C mutation [1]. Group 2: Drug Mechanism and Development - GenSci128 is a class 1 new chemical drug designed as a selective reactivator for TP53 Y220C mutation, aiming to restore the normal conformation and function of the mutated protein [2]. - Preclinical data indicates that GenSci128 has good efficacy and safety [2]. - The drug has also been approved for clinical trials in China for the same indication [2]. Group 3: Company Impact - Successful progress in clinical trials could help the company expand its business structure, optimize product offerings, and enhance core competitiveness [3]. - The company will actively promote the research and development of this project and comply with disclosure obligations regarding project progress [4].
长春高新:子公司GenSci128片新药临床试验申请获得美国FDA批准
news flash· 2025-05-28 09:50
Core Viewpoint - Changchun High-tech (000661.SZ) announced that its subsidiary, Jinsai Pharmaceutical, received approval from the US FDA to conduct clinical trials for GenSci128 tablets, a selective reactivator targeting the TP53 Y220C mutation for treating locally advanced or metastatic solid tumors carrying this mutation [1] Group 1 - GenSci128 tablets have already been approved for clinical trials in China [1] - Successful progress in the clinical trial application will help the company broaden its business structure and optimize its product portfolio [1] - The development of GenSci128 is expected to enrich and enhance the strategic product line layout, thereby improving the company's core competitiveness [1]