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远大医药(0512.HK):创新和壁垒产品持续放量 研发管线齐推进
Ge Long Hui· 2025-08-22 19:04
Core Viewpoint - The company reported a revenue of HKD 6.11 billion for H1 2025, a year-on-year increase of 1.0%, while the net profit attributable to shareholders was HKD 1.17 billion, a decline of 25.0% [1] Group 1: Financial Performance - The company's revenue reached a new high of HKD 6.11 billion in H1 2025, reflecting a 1.0% year-on-year growth [1] - The net profit attributable to shareholders was HKD 1.17 billion, down 25.0% year-on-year; excluding the impact of Telix investment, the net profit would be HKD 1.02 billion, a decline of 5.9% [1] Group 2: Product Performance - The revenue from the nuclear medicine oncology segment was HKD 420 million in H1 2025, showing a significant growth of 106% year-on-year [1] - The ENT segment generated HKD 1.49 billion in revenue, up 23% year-on-year [1] - The respiratory and critical care segment reported revenue of HKD 1.05 billion, an increase of 10% year-on-year [1] - Innovative and barrier products accounted for 51.0% of total revenue in H1 2025, an increase of 14.9 percentage points year-on-year [1] Group 3: Innovation and Pipeline Development - The company launched the world's first fully automated "zero-radiation" nuclear medicine production facility, which has received a Class A radiation safety license and is now fully operational [2] - The Yttrium-90 microsphere injection (易甘泰) received FDA approval for a new indication to treat unresectable hepatocellular carcinoma (HCC) [2] - Five innovative RDC drugs have been approved for registration clinical trials in China, with four entering Phase III clinical trials [2] - In the respiratory and critical care field, STC3141 for treating sepsis successfully reached clinical endpoints in Phase II trials in China [2] - The company has multiple innovative pipelines advancing, providing growth momentum for future revenues [2] Group 4: Profit Forecast - The company expects revenues of HKD 12.25 billion, HKD 13.51 billion, and HKD 15.12 billion for 2025, 2026, and 2027 respectively [2] - The projected net profits attributable to shareholders for 2025, 2026, and 2027 are HKD 2.12 billion, HKD 2.45 billion, and HKD 2.80 billion respectively, with corresponding EPS of HKD 0.60, HKD 0.69, and HKD 0.79 [2]
远大医药(00512) - 自愿性公告: 全球创新温度敏感性栓塞剂在中国的註册性临床研究完成首例患者...
2025-01-02 09:04
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對 其準確性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 全球創新溫度敏感性栓塞劑在中國的註冊性臨床研究 完成首例患者入組 本公告乃遠大醫藥集團有限公司(「本公司」,連同其附屬公司統稱「本集團」)之董事 會(「董事會」)自願刊發。 董事會欣然公告,本集團全球創新溫度敏感性栓塞劑產品 GPN00289 在中國開展的用 於原發性肝癌經動脈化療栓塞的註冊性臨床研究,於近日完成了首例患者入組。該研 究是一項前瞻性、多中心、隨機、平行對照臨床研究,旨在評估 GPN00289 用於原發 性肝癌經動脈化療栓塞的安全性和有效性。此次 GPN00289 的註冊性臨床研究完成首 例患者入組是本集團在核藥抗腫瘤診療領域在腫瘤介入方向上的又一次重大的研發進 展。 GPN00289 是一款獲得中國國家藥品監督管理局(「藥監局」)創新型醫療器械資質認 定的溫度敏感性栓塞材料,用於治療富血管的良性及惡性腫瘤。該產品具有溫度響應 且可塑高的特點,可隨溫度的變化發生液固相轉變,對大小不同、形狀各 ...