華領醫藥(02552.HK)空降CTO或引領行業創新
前FDA高級官員正式出任華領醫藥CTO
格隆匯APP獲悉,2020年2月14日,全球糖尿病新藥領軍企業華領醫藥(02552.HK)高調宣佈,前美國FDA高級官員湯福興博士正式出任公司CTO及製劑研發副總裁一職,並且作為協調華領醫藥在美國研發的運營人。這或是醫療行業最近除疫情外最重磅的一則消息。
資質雄厚 成績斐然
湯博士在加入華領醫藥前,曾在美國FDA的監管科學辦公室(ORS)擔任評審員,並在TEVA和Allergan擔任過生物製藥科學全球總監。不僅如此,湯博士及其團隊為就職公司的多個IND/NDA成功申報做出了重要貢獻,並支持了Lexapro®,Namenda®,Namzaric®,Lineze®,Vraylar®,Viberzi®等藥品的報批和商業生產,其中Lexapro®和Namenda®年銷售額最高時達到20億美元。
持續創新 佈局未來市場
本次湯博士的加入將為華領醫藥在全球範圍內擴展Dorzagliatin產品管線以及在美國建立研發中心提供巨大助力。為了更有效地發揮研發中心的價值,湯博士將積極籌備美國研發運營辦公室,協調在美國的各項臨牀研究,研發新劑型,保證生產質量,獲取知識產權,並且增進與美國生物技術公司和學術機構的研究合作,達到增強華領醫藥藥物研發知識力量的目的。
華領醫藥作為創新藥開發的領軍企業,對2型糖尿病的研發採取了以治標先治本的概念,兼顧慢性病長期用藥的安全性和有效性。新藥dorzagliatin的功能即是修復血糖傳感和重塑血糖穩態,比起市場上的傳統藥物,在降低患者使用風險的同時也增益了對糖尿病的治療和控制。
市場低估 可持續性強
華領藥業自赴港上市以來,股價直接表現看似並不理想,其原因部分與dorzagliatin的上市時間有關,相信這給市場帶來不小壓力。然而縱觀最近港股醫藥板塊即可發現,整體市場依然不容樂觀,近三分之一醫藥股股價在1港元以下。
綜上所述,華領醫藥現從美國聘請CTO入駐,其對新藥研發和投入可見一斑,並且其賬面資金充盈,對現在及未來市場有足夠信心,因此當前股價表現可謂是低位進入的好時機。據瞭解,新藥dorzagliatin預計將於2021年上市,可以預測該藥順利上市之後,市場表現也會有所改善。
值得注意的一點是,據統計,當前中國糖尿病患者接受治療的比例不足34%,市場較為空缺,主要原因在於藥物精準度不夠以及安全性不高。新藥dorzagliatin現已處於臨牀III期試驗關鍵階段,各方面數據表現良好,相信在上市後將會直接拉動醫院及患者需求。
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