物產中大(600704.SH)漲停提示風險:瑞德西韋對新冠病毒是否有效存在不確定性
格隆匯2月13日丨物產中大(600704.SH)公佈,公司於2020年2月13日在公司E互動平台上,針對控股子公司江蘇科本藥業有限公司(以下簡稱“科本藥業”)的抗病毒藥物瑞德西韋項目等事項進行了回覆。現對本項目相關不確定性和風險作以下提示。
一、瑞德西韋由美國Gilead公司開發,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肺炎的Ⅲ期臨牀試驗並未結束,因此該藥物對於新型冠狀病毒肺炎是否有效存在重大不確定性。即使瑞德西韋獲得註冊批准,用於治療新型冠狀病毒肺炎,考慮到其還需要一定時間,對抗擊疫情也存在重大不確定性。
二、即使瑞德西韋用於新型冠狀病毒肺炎的臨牀試驗成功,科本藥業研發的瑞德西韋製劑產品要最終轉化為產品投入市場,仍需向瑞德西韋專利權人美國Gilead公司申請並獲得授權,也存在重大不確定性。
三、該項目目前處於政府行政審批備案後開工前階段,項目建設週期為兩年,預計該項目不會對公司經營業績產生重大影響。有可能由於受到技術、專利審批、行業政策、醫藥審批等多方面不可預測因素的影響,該項目存在暫緩實施的可能。
四、科本藥業股權結構為:浙江物產化工集團有限公司(物產中大控股90%)持股52%。截至2019年第三季度,科本藥業總資產為28377.61萬元,占上市公司0.27%,歸屬於上市公司淨資產為4643.95萬元,占上市公司0.18%,營業收入為31233.71萬元,占上市公司0.12%,歸屬於上市公司淨利潤為1569.91萬元,占上市公司0.66%。
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