和黄医药称在港上市仅时间问题 多种药品陆续推出冀2024年扭亏
长和(00001.HK)持股的和黄医药(HCM.US)首席执行官贺(隽)(Christian Hogg)在中期业绩视像会议上表示,公司以香港为基地,目前大部分经营在中国内地,认为在港上市是毫无疑问,仅时间上问题。他指,本港投资者重视上市企业能否有盈利,公司亦希望待首轮推出的三种药品陆续上市及取得商业化成功後,以更好的定位及市场窗口考虑在港上市。
贺(隽)提到,公司未来三至五年会有很多药品推出市场,首轮三种药品中,「爱优特」已於中国上市,「索凡替尼」及「沃利替尼」亦正申请於中国上市,估计或於今年底或明年获批,因此短期内销售会集中在中国市场。然而,公司其後会将销售逐步扩展其全球其他市场,其中「索凡替尼」料於今年底在美国提交新药申请,并计划在当地成立约100人的销售团队,预期该药或可於明年底首次在海外上市。
对於公司何时可扭亏为盈,他称公司今年研发开支预算为1.8亿-2.1亿美元(下同),未来期望稳定增加至2.3亿-2.5亿元,而达至收支平衡需要首轮三种药品的商业化销售取得成绩,可补贴大部分研发开支,公司目前期望可於2024年扭亏。另外,公司现时可用现金达5亿元,有需要亦可剥离协同效应低的非核心资产,足以支持未来数年研发等费用。
另外,首席科学官苏慰国指,公司计划在上海兴建大型肿瘤药生产基地,目前已完成设计,期望於今年稍後时间动工,基地会分两期兴建,首阶段以小分子化药物为先,预期整个项目工期约两至三年。
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