華潤三九(000999.SZ)擬引入在研抗腫瘤創新藥物QBH-196
格隆匯11月27日丨華潤三九(000999.SZ)公佈，為落實公司業務發展戰略，豐富公司產品線，驅動創新發展，公司擬購買瀋陽藥科大學所持有的QBH-196項目所有技術成果及知識產權，以及在相關專利所涉及的有關國家和地區開發經營該產品的權利。交易價款合計人民幣1億元，資金來源為公司自有資金。
QBH-196是由瀋陽藥科大學開發的1類小分子靶向抗癌新藥，2019年3月獲得國家藥品監督管理局發出的《臨牀試驗通知書》。該藥物臨牀前研究顯示出較好的抗癌活性，臨牀試驗擬針對消化道腫瘤，優選胃癌。消化道腫瘤在我國發病率較高，治療藥物有限，存在較大的臨牀需求；靶向藥物在該治療領域將發揮愈來愈重要的作用。QBH-196有望在胃癌等實體瘤治療領域實現臨牀應用，併成為公司抗腫瘤產品管線中的重要產品。
公司與瀋陽藥科大學約定，“QBH-196”靶向抗腫瘤新藥技術轉讓價款合計為人民幣10,000萬元，其中合同簽訂生效按約定時間支付首付款1500萬元，按產品研究及上市裏程碑分五期合計付款3,500萬元，產品上市後按約定時間支付銷售提成合計5000萬元。
華潤三九致力於成為“大眾醫藥健康產業的引領者”。在醫藥行業環境不斷變化的背景下，公司處方藥業務聚焦核心領域，積極開展品類規劃與產品佈局，加強產品研發與引進，推動公司業務實現有質量的增長。腫瘤是公司處方藥業務重點發展的領域，公司在該領域已有華蟾素系列、鴉膽子油軟膠囊、金復康口服液、益血生膠囊等中藥產品，產品線仍亟待補充和豐富。此次收購符合華潤三九戰略方向，有助於公司拓展產品佈局。
晚期癌症的治療以全身性藥物治療為主，靶向抗癌藥物正在發揮越來越重要的作用。我國消化道腫瘤如食管癌、胃癌、肝癌等惡性腫瘤的發病人數和死亡人數約佔全球的一半，整體防控形勢嚴峻；而這些領域的靶向治療藥物較少，存在較大的臨牀需求。QBH-196是多靶點小分子抗癌藥物，臨牀前研究顯示出較好的抗癌活性，有望成為胃癌等實體瘤領域的有效治療藥物，產生較高的醫學價值。
針對創新藥物的研發風險，公司前期對該項目的臨牀前研究資料做了深入的分析、調研、驗證和論證。後續臨牀試驗研究過程中，公司將持續加強研究團隊能力建設，與業內優勢專業力量合作，優化研究方案規劃、加強研究管控，並對轉讓費的里程碑支付做了協議安排，多措並舉控制風險。
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