和黃醫藥稱在港上市僅時間問題 多種藥品陸續推出冀2024年扭虧
長和(00001.HK)持股的和黃醫藥(HCM.US)首席執行官賀(雋)(Christian Hogg)在中期業績視像會議上表示,公司以香港為基地,目前大部分經營在中國內地,認為在港上市是毫無疑問,僅時間上問題。他指,本港投資者重視上市企業能否有盈利,公司亦希望待首輪推出的三種藥品陸續上市及取得商業化成功後,以更好的定位及市場窗口考慮在港上市。
賀(雋)提到,公司未來三至五年會有很多藥品推出市場,首輪三種藥品中,「愛優特」已於中國上市,「索凡替尼」及「沃利替尼」亦正申請於中國上市,估計或於今年底或明年獲批,因此短期內銷售會集中在中國市場。然而,公司其後會將銷售逐步擴展其全球其他市場,其中「索凡替尼」料於今年底在美國提交新藥申請,並計劃在當地成立約100人的銷售團隊,預期該藥或可於明年底首次在海外上市。
對於公司何時可扭虧為盈,他稱公司今年研發開支預算為1.8億-2.1億美元(下同),未來期望穩定增加至2.3億-2.5億元,而達至收支平衡需要首輪三種藥品的商業化銷售取得成績,可補貼大部分研發開支,公司目前期望可於2024年扭虧。另外,公司現時可用現金達5億元,有需要亦可剝離協同效應低的非核心資產,足以支持未來數年研發等費用。
另外,首席科學官蘇慰國指,公司計劃在上海興建大型腫瘤藥生產基地,目前已完成設計,期望於今年稍後時間動工,基地會分兩期興建,首階段以小分子化藥物為先,預期整個項目工期約兩至三年。
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