翰森制药(03692.HK)上半年归母净利润12.96亿元 同比增长24.3%
格隆汇8月30日丨翰森制药(03692.HK)发布中期业绩，截至2019年6月30日止6个月，公司实现收入45.99亿元人民币(下同)，同比增长21.9%；毛利42.17亿元，同比增长19.7%；母公司拥有人应占溢利12.96亿元，同比增长24.3%；基本每股收益0.25元。
公司的绝大部分收入来自于药品的销售。大部分主要产品集中在策略性专注的主要治疗领域，即中枢神经系统疾病、抗肿瘤、抗感染及其他领域。总收入增长主要是归因于各领域产品的销售增加。
中枢神经系统疾病产品方面，中枢神经系统疾病产品组合主要包括欧兰宁(奥氮平片)、阿美宁(阿戈美拉汀片)等。报告期内，来自中枢神经系统疾病药物组合的收入达约11.61亿元，占集团总收入约25.2%。欧兰宁是中国的奥氮平的首仿药，适用于治疗精神分裂症、躁狂症及双相情感障碍，为长期使用药品。该产品上市后，因为卓越的疗效和品质获得了广泛的临床认可，相对于原有的精神分裂症药物，奥氮平适用更广范，可以更快的控制急性症状，发生锥体外系反应比率较小或不明显。回顾期间内，欧兰宁收入保持平稳增长。
抗肿瘤产品方面，在抗肿瘤领域，公司主要专注于治疗发病率高的实体瘤(如肺癌及乳腺癌)以及血液肿瘤。抗肿瘤产品组合主要包括普来乐(注射用培美曲塞二钠)、泽菲(注射盐酸吉西他滨)、昕维(甲磺酸伊马替尼片)、昕美(注射用地西他滨)、昕泰(注射用硼替佐米)。报告期内，来自抗肿瘤药物组合的收入达约18.43亿元，占集团总收入约40.1%。
抗感染产品方面，抗感染产品组合主要包含迈灵达、泽坦、恒捷及恒森等。公司主要关注抗耐药菌领域，该等领域的临床需求日益增加，同时公司对于抗感染药物学术活动以合理用药为指导方向，推动抗感染药物的临床规范使用。报告期内，来自抗感染药物组合的收入达约9.65亿元，占集团总收入约21%。
此外，公司是中国制药公司当中研发团队规模最大的公司之一。公司的专责专业研发团队由位于上海和连云港的两个开发中心的上千名研究人员组成。公司拥有多个国家级研发称号，包括国家级技术中心、博士后科研工作站及国家重点实验室。
报告期内，研发开支达到约5.58亿元，占收入约12.1%。本期研发开支比去年同期增长53.8%，一方面公司持续加大自主研发投入，创新药临床试验开支持续增长，另一方面也通过合作引入国际先进品种，本期技术引进的相关开支约1亿元。
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