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翰森制药(03692.HK)营收净利增幅超2成,研发投入加大
格隆汇 09-05 15:20

2019上半年,翰森制药(03692.HK)录得收入45.99亿元,同比增长21.9%;净利润12.96亿元,同比增长24.3%;每股盈利0.25元。

在成药上,翰森制药主要布局在中枢神经系统疾病,抗肿瘤,抗感染以及其他领域,2019上半年分别录得收益11.61亿元,18.43亿元,9.65亿元和6.3亿元,分别占总收入的25.2%40.1%21%13.7%

此外,翰森也在大力推广创新药的研发,通过自主研发与外部合作两种方式进行。2019上半年,研发开支5.58亿元,同比增幅53.8%,研发占收入比例为12.1%

目前,翰森在研项目共计超过100,其中进入临床II期及之后阶段的创新药5项,开展人体生物等效性试验(BE)(含申报生产)超过20项。2019上半年公司新申报及获得临床批件2件,申请上市6件,获批3个新药(包括创新药1项,首仿药2项),新通过一致性评价1项。

同时,公司亦积极对外寻找合作及收购的机会。20195月,翰森Viela Bio, Inc签订了CD19单抗inebilizumab在中国开发用于治疗视神经脊髓炎频谱系疾病和其他自身免疫疾病、血液恶性肿瘤的合作协定。

过去几年,国家一直在持续加大对重大疾病的医疗投入,在医改政策不断调整下,翰森也在迎接机遇与挑战。根据公司披露,未来公司将持续增强在研发、销售及生产等领域的核心竞争力,并有信心凭借公司的创新产品、强大产品线及研发实力,踏入快速增长新阶段。

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