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中生制药(01177.HK):未来数年肿瘤药将有快速发展
阿思达克 08-29 13:07

中生制药(01177.HK)上半年研发支出达16.9亿元人民币,占收入约13.5%。副总裁谢炘在业绩发布会上表示,公司重视研发研发,因此并没有对研发费用封顶。他预期,下半年的研发费用不会如上半年多,有助支持利润增长。

他又指,公司的肿瘤药在未来几年将会发展得很快,销售占比有机会超过其他品种的药物,或会提升至40至50%水平。他又乐见公司有3个独家品种列入《2019年国家医保药品目录调整工作方案(徵求意见稿)》中,有见这些药物过往在市场上具有不错的销量。

他提到,公司有收购计划,看到市场上有些创新药公司不想兴建大规模生产线,并想将资源集中在研发,因此会邀请公司成为其股东。若未来公司想投资一些未有的药物品种,将会有进行并购的机会。

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