上海醫藥(601607.SH)將取得急性腦卒中治療新藥項目LT3001在中國大陸的獨佔權益
格隆匯11月6日丨上海醫藥(601607.SH)公佈，2019年11月6日，公司與順天醫藥生技股份有限公司(中國台灣上市公司，股票代碼：6535.TW，“順天醫藥”)簽訂《合作協議》，將出資人民幣2.6億元取得LT3001項目在中國大陸地區開發、生產和銷售等的獨佔權益。
為豐富研發產品管線，進一步加強公司在心腦血管領域的市場地位，上海醫藥與順天醫藥就LT3001項目開展合作。LT3001屬於全球創新分子，目前正在美國、台灣兩地開展針對急性缺血性腦卒中的多中心臨牀II期試驗。
腦卒中是全世界致殘致死性重大疾病，發病率高，患者基數龐大。根據《中國腦卒中防治報告(2018)》，我國40歲及以上人羣腦卒中現患人數達1242萬，全國每年死於腦卒中的患者高達196萬，且發病率和患病率每年均有提升。由於腦卒中發病迅速，現有溶栓藥物的治療時間窗僅適用於少部分患者，使得溶栓藥物佔整個抗血栓藥物市場比重較低，根據2018年PDB樣本醫院數據顯示溶栓藥物佔比僅有6.35%。而腦卒中治療領域已有多年沒有新藥物推出，血管通栓等手術療法則對設備與技術要求較高，因此得到治療的病患比例很低，臨牀應用存在較大缺口。
LT3001屬於全球首創結合靶向溶栓和腦神經保護功能的急性腦卒中治療新藥。前期動物實驗及臨牀I期試驗結果顯示，與已上市的溶栓藥物相比，LT3001在不增加出血風險的前提下具有延長治療時間窗的極大潛力，同時可以清除自由基，保護腦神經細胞，兼具減輕再灌注損傷和腦水腫、改善預後的潛在優勢。
LT3001作為一款具有廣闊市場前景的First-in-Cla新藥，其引進將進一步豐富上海醫藥的創新研發管線，結合公司在重點聚焦的心腦血管領域成熟的生產和銷售資源，有望為業績提供新的增長動力。該產品已在美國和台灣啟動第II期臨牀試驗，上海醫藥將於本次簽約後作為申報主體在中國地區提交臨牀申請，加入國際多中心臨牀試驗，共享全球數據，通過共同開發的合作形式加快產品開發進程，縮短上市週期。
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