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三連板雅本化學(300261.SZ):子公司樸頤化學生產應用於達蘆那韋關鍵中間體手性環氧物
格隆匯 02-07 16:24

格隆匯2月7日丨雅本化學(300261.SZ)公佈,公司股票於2020年2月5日、2月6日、2020年2月7日連續三個交易漲停。

2020年春節前後,新型冠狀病毒肺炎疫情在武漢及全國多個地區快速蔓延,疫情引起了廣泛關注。2020年2月4日,中國工程院院士、國家衞健委高級別專家組成員李蘭娟團隊宣佈,阿比朵爾及達蘆那韋能有效抑制新型冠狀病毒。公司全資子公司上海樸頤化學科技有限公司(“樸頤化學”)生產應用於達蘆那韋的關鍵中間體手性環氧物。

手性環氧物是達蘆那韋的關鍵中間體,全球市場的供應都來自中國的三家公司,樸頤化學是其中的三家主要供應商之一,市場份額大約為15%-20%。樸頤化學自2018年起採用生物酶催化工藝取代硼氫還原的危險工藝以製備手性環氧物,並於2017年申請了酶法制備手性環氧物的工藝專利(專利號:201711307815.4),是目前市場上獨家掌握生物酶催化工藝的企業。隨着技術水平的不斷提升及市場對生物酶催化工藝接受度日益提高,市場份額在未來的2-3年內會迅速擴大。公司兩種工藝路線生產的手性環氧物均獲得了業內的普遍認可,目前印度客户有Emucure、Mylan、Cipla、Sun、Laures,國內客户有博騰股份、迪賽諾等製藥公司,樸頤化學為多數客户的主要供應商。

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