勵晶太平洋(00575.HK):美國付款人願意投保Fortacin並支付高於預期價格
格隆匯1月11日丨勵晶太平洋(00575.HK)公佈集團委聘一名全球領先第三方營銷顧問評估美國付款人對Fortacin的承保意願及承保價格敏感度水平的主要結果。此外,公司委聘營銷顧問研究保險計劃類型的相似性及差異性(即商業保險、聯邦醫療保險D部分(兩者均由美國私人保險公司管理)),以瞭解可行方法及執行風險,藉以令集團能夠就其向美國潛在商業戰略伙伴授出Fortacin對外許可的方法作出知情決定。
第三方營銷研究的主要結果概要如下:付款人視Fortacin為新型產品,具良好療效,並預計以僱主為基礎的團體將會有投保需求;美國市場可接受的入門價格水平將為每12劑罐╱單位144美元以上,超出集團對價格的預期(該價格約為歐洲及英國12劑罐現行價格約4倍,以及為公司的中國商業戰略伙伴江蘇萬邦醫藥營銷有限責任公司預計在中國收取的預期及目前模擬價格約1.5倍)。付款人對Fortacin的主動批發收購價格為每月144美元至500美元(每12劑罐╱單位的Fortacin為144美元至500美元)。
此外,52.4%的人口(83%的計劃)在所有價位上將會投保Fortacin。付款人維持一致的投保類型,致使處方內涵蓋勃起功能障礙藥物的計劃的承保範圍包括Fortacin,與目前透過附加條款承保勃起功能障礙藥物的計劃一致。
集團已委聘第三方營銷顧問透過建立美國市場格局、價格敏感度及有關付款人承保範圍及增加患者實付開支(或共付費用)的敏感度及對補助的預期,進一步推進其近期的付款人研究。根據營銷顧問的研究結果,其將就定價、補助以及進入市場的預期提供進一步推薦建議。預計集團將於2021年5月前接獲推薦建議,並有助公司與美國潛在商業戰略伙伴進行磋商。
勵晶太平洋行政總裁Jamie Gibson表示:這些初步主要研究結果顯示,美國付款人願意投保Fortacin,而他們準備就此產品支付高於預期批發收購價格,這意味着Fortacin在美國商業化邁出了令人鼓舞的一步。公司有信心,在美國市場的潛在高接受度不僅有助於公司與該地區的潛在商業戰略伙伴進行磋商,但亦預示集團擴展至其他主要市場(例如拉丁美洲及中東)的計劃良好。
儘管2019新冠狀病毒病疫情仍然帶來困難(尤其在落實面談方面),但集團就美國市場所採取的策略仍為繼續與潛在商業戰略伙伴進行磋商,同時公司亦完成向美國食品及藥品監督管理局提交研究結果,以在進行第三階段試驗之前或之時覓得合作伙伴。
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