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富祥股份(300497.SZ):奧通藥業擁有的那韋中間體可以合成多種那韋類產品
格隆匯 02-13 12:36

格隆匯2月13日丨富祥股份(300497.SZ)公佈,公司於2020年2月12日以電話方式進行了投資者交流,公司董事會祕書黃曉東先生、銷售總監高慧麗女士出席了會議,並與投資者進行了互動交流。

公司表示,訂單飽滿,沒有復工問題:公司現在訂單飽滿,所以在春節期間母公司富祥股份生產保持正常。子公司方面,奧通藥業已經做好了復工準備,隨時可以復產,等政府通知;如益科技在江西宜春,大部分員工是在當地,也是隨時可以復產,在等政府通知。

疫情下,抗生素產品主業需求增加:疫情下,終端需求是增長的,患者很容易出現合併細菌性感染,尤其是院內的交叉感染;此次疫情的治療方案裏也提到了抗生素。據瞭解,目前對於肺炎治療,大部分重症患者要用抗生素,而且是高端抗生素,主要是複方抗生素和培南類的。

奧通藥業的抗病毒類產品佈局(潛在受益於那韋類產品在抗疫中的應用):奧通藥業(控股70%)有抗病毒產品,之前主要生產洛韋藥物中間體(鳥嘌呤),後來公司注意到了那韋藥品的潛力,所以往那韋類產品延伸。目前奧通藥業擁有的那韋中間體是可以合成多種那韋類產品的,這其中就包括了達蘆那韋。

奧通現在是有那韋類初級中間體氯酮和氯醇的產能的,氯酮和氯醇是合成那韋產品的重要原材料,可以合成環氧化物,環氧化物是那韋類產品的三個關鍵中間體之一,可以合成包括達蘆那韋在內的多個那韋類產品。公司在2019年的616噸那韋類中間體的項目獲批,其中包括了100噸的環氧化物。公司原計劃在2020年下半年生產環氧化物,現在要儘快提前,即使沒有提前,也可以供應氯酮和氯醇產品。

同時,公司阿扎那韋,達蘆那韋兩個原料藥的研發工作都已完成,生產技術已經成熟,具備量化生產的能力。

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