二連板博瑞醫藥(688166.SH)提示風險:瑞德西韋對新冠病毒感染是否有效存在不確定性
格隆匯2月13日丨博瑞醫藥(688166.SH)公佈,公司股票交易連續3個交易日內(2020年2月11日、2月12日和2月13日)收盤價格漲幅偏離值累計達到30%,根據《上海證券交易所交易規則》、《上海證券交易所科創板股票交易特別規定》、《上海證券交易所科創板股票異常交易實時監控細則(試行)》的有關規定,屬於股票交易異常波動。
公司於2020年2月12日披露《博瑞生物醫藥(蘇州)股份有限公司關於抗病毒藥物研製取得進展的公告》,公司於近日成功仿製開發了瑞德西韋原料藥合成工藝技術和製劑技術,並敬請廣大投資者理性投資,注意風險:
瑞德西韋由美國Gilead公司開發,用於防治埃博拉病毒感染,已經在國外通過了Ⅰ期和Ⅱ期臨牀試驗,目前瑞德西韋用於新型冠狀病毒(2019-nCoV)感染的Ⅲ期臨牀試驗並未結束,因此該藥物對於新型冠狀病毒(2019-nCoV)感染是否有效存在重大不確定性。如果相關臨牀試驗結果不理想,則瑞德西韋的仿製技術就無重大價值可言。
如果新型冠狀病毒(2019-nCoV)感染造成的疫情短期內迅速獲得控制和緩解,確診病人持續減少,即使瑞德西韋獲得註冊批准,用於治療新型冠狀病毒(2019-nCoV)感染,預計也不會對抗擊本次疫情有重大幫助。
即使瑞德西韋用於新型冠狀病毒(2019-nCoV)感染的臨牀試驗成功,公司的前述研發要最終轉化為產品投入市場,仍需經過獲得專利權人美國Gilead公司授權、藥物臨牀、藥品審批等多個環節,這一過程將存在重大不確定性。
公司將對瑞德西韋的仿製研發視為自身所承擔的社會責任,若該產品能夠獲批上市,疫情期間主要通過捐贈等方式供應給相關病人。因此,從生產成本、定價、銷量預期等方面考慮,預計該產品不會對公司2020年的經營業績產生重大影響。
公司關注到有媒體報道或市場傳聞,公司開發瑞德西韋涉嫌侵犯專利權。截至目前,公司關於瑞德西韋的開發工作尚處於研發階段,公司認為上述研發事宜不存在侵犯專利權的情形。特別提醒廣大投資者,關注相關信息,審慎進行投資決策。
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