中國生物製藥(01177.HK)上半年基本純利增長5.2%至17.6億元
格隆匯 8 月 28日丨中國生物製藥(01177.HK)發佈中期業績,截至2020年6月30日止6個月,公司實現收入126.48億元人民幣(下同),同比增長1%;歸屬於母公司持有者應占基本盈利17.6億元,同比增長5.2%;基本每股收益13.99分;公司董事會宣佈派發截至2020年6月30日止3個月季度股息每股2港仙。連同已派發第1季度股息每股2港仙,首兩季度合共派發股息每股4港仙。
集團吸入用布地奈德混懸液(商標名:天晴速暢)成功獲批,成為國內布地奈德首款霧化劑型仿製藥。吸入用布地奈德混懸液是一種具有高效局部抗炎作用的吸入用糖皮質激素(ICS),經霧化器給藥,通過多種途徑發揮抗炎作用,不僅作用於炎症細胞,而且可以抑制腺體分泌,減少炎症滲出,減少痰液產生,對哮喘和慢阻肺患者有着突出效果。該劑型技術壁壘較高,研發成、檢測成以及設備成巨大,原來市場上僅有阿斯利康原研產品。2019年樣醫院銷售額約60億人民幣。基於高研發標準、品質比肩原研的天晴速暢在安全、快速、高效、持久等方面具顯現差異化特徵。天晴速暢的上市不僅是國藥在該高壁壘劑型上的突破,也為減輕中國患者費用負擔提供了新的選擇。
旗下南京正大天晴列入南京市知識產權局發佈的南京企業專利創新百強榜;正大清江獲國家知識產權局評為國家知識產權示範企業。
於回顧期間內,談判後的國家醫保目錄價格開始落地實施和全國帶量採購對集團收入和利潤產生較大影響。新產品快速成長成為業績主要驅動力:晴可舒(醋酸阿比特龍片)、安顯(來那度胺膠囊)、天晴速暢(吸入用布地奈德混懸液)、樂唯欣(注射用鹽酸苯達莫司汀)、天銘(注射用醋酸卡泊芬淨)、維首(注射用阿紮胞苷)、善啟(注射用福沙匹坦雙葡甲胺)、晴立明(碘克沙醇注射液)等新上市產品迅速成長為新的業績翹楚,實證多年連續高額研發投入的價值,亦再次證明集團市場銷售團隊運作多領域新產品能力日臻成熟。
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