石藥集團(01093.HK)：前三季純利升24%至28.11億元 創新藥收入達95.25億元
格隆匯11月18日丨石藥集團(01093.HK)公佈，截至2019年9月30日止9個月，集團實現收入總額167.61億元人民幣(單位下同)，同比增長27.5%；毛利118.88億元，同比增長38.7%；經營溢利35.23億元，同比增長23.6%；股東應占溢利28.11億元，同比增長24.0%；每股基本盈利45.15分，不派息。
成藥業務
於回顧期，成藥業務維持強勁增長，銷售收入達到133.87億元，同比增加35.1%。其中創新藥產品(包括恩必普(丁苯酞軟膠囊及注射液)、多美素(鹽酸多柔比星脂質體注射液)、津優力(聚乙二醇化重組人粒細胞刺激因子注射液)、克艾力(注射用紫杉醇(白蛋白結合型))、艾利能(欖香烯注射液)、諾利寧(甲磺酸伊馬替尼片)、歐來寧(奧拉西坦膠囊及凍乾粉針)及玄寧(馬來酸左旋氨氯地平片))的銷售收入為95.25億元，同比增加51.9%；普藥產品的銷售收入為38.62億元，同比增加6.0%。
期內，恩必普維持快速增長，銷售收入增加35.7%。恩必普並於期內列入《中國腦卒中合理用藥指導規範》、《中國腦血管病臨牀管理指南》及《腦小血管病相關認知功能障礙中國診療指南》，累計已獲得14個指南及專家共識的推薦，充分肯定恩必普治療急性缺血性腦卒中的臨牀效果。得益於醫院覆蓋面的持續擴大及學術推廣的累積成果，多美素及津優力的增長繼續提速，期內的銷售收入分別增加118.1%及129.5%。克艾力於去年三月上市後，獲得醫生及患者的高度認可，銷售快速上量，期內的銷售收入增長達到590.4%，集團會致力將克艾力打造為另一個重磅級產品。期內，抗腫瘤產品組合的銷售增長達到170.7%，成為集團的新興增長動力，亦使得整體收入構成更加均衡。
於9月舉行的“4+7”集中採購全國擴圍招標，集團的氯吡格雷片成功中標，取得約39%的承諾採購量，保證了該產品未來幾年的銷售收入。目前集團已通過仿製藥質量及療效一致性評價的產品有16個，憑籍生產成本及自產原料的優勢，集中採購的推進將會為集團帶來快速佔領市場的機會。
原料藥業務
集團於期內加大維生素C產品的銷售力度，搶佔市場份額，銷售收入增加15.3%至15.96億元。抗生素產品的市場環境仍然疲弱，期內錄得銷售收入7.15億元，同比減少17.2%。
其它業務
其它業務(包括咖啡因添加劑及維生素C補充劑)於期內保持穩定增長。
研發方面，集團堅信投放資源於研發的重要性，以使集團能有強大的產品及工藝創新能力，以及豐富的在研產品管線。期內研發費用達到15.02億元(計入損益表中)，同比增加64.0%，約佔成藥業務收入的11.2%。目前在研項目有300餘個，其中小分子創新藥40餘個、大分子創新藥50餘個及新型製劑藥品20餘個，主要聚焦在腫瘤、自身免疫、精神神經、消化和代謝、心腦血管系統及抗感染的治療領域。
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