四環醫藥(00460.HK)戰略入股邁步機器人 佔投後2.65%
格隆匯1月29日丨四環醫藥(00460.HK)宣佈，集團已完成對深圳市邁步機器人科技有限公司(“邁步機器人”)的戰略投資，投後持股比例為2.65%。邁步機器人用於腦卒中導致下肢運動障礙的患者康復訓練的下肢外骨胳康復機器人已完成臨牀試驗，預計將於2021年上半年獲得II類醫療器械註冊證。這是繼集團的馬來酸桂哌齊特注射液(克林澳?)獲批用於治療急性缺血性腦卒中新適應症後，集團圍繞腦卒中治療產業鏈展開的又一戰略佈局。集團與邁步機器人將在腦卒中康復治療的藥械聯用、渠道整合等方面展開合作。
邁步機器人成立於2016年9月，是一家研發康復外骨胳機器人及人機交互技術的科技公司，研發管線涵蓋下肢康復外骨胳機器人、家用版助行機器人、手部康復外骨胳機器人、下肢助行外骨胳機器人等產品。其下肢康復外骨胳機器人BEAR-H1利用仿生學、人體工學、機器人技術，為腦卒中等神經系統疾病而導致的下肢運動功能障礙患者提供康復訓練。BEAR-H1擁有主動訓練模式，通過對患者髖、膝、踝關節提供智能助力完成康復訓練，可以有效降低治療師工作強度，提高康復訓練效率，促進患者神經迴路的重建，使患者早日迴歸正常生活。
根據弗若斯特沙利文報吿預測，中國神經康復市場規模2020年已達人民幣287億元。中國的神經康復中，腦卒中康復的佔比最高。目前中國腦卒中患病人數近2,000萬，腦卒中急性期後患者中約有80%留有不同程度的功能障礙，有70%~80%不同程度喪失勞動能力，重度致殘者佔40%以上，複發率41%，給家庭和社會帶來極大負擔。而循證醫學證實，在腦卒中存活的患者中，進行積極的康復治療，可使90%的存活患者能重新恢復步行和生活自理能力，可使30%的存活患者恢復一些較輕的工作能力。
結合在腦卒中治療市場的產品與渠道優勢，集團將繼續圍繞腦卒中治療產業鏈深耕佈局，通過多種不同方式，加強腦卒中治療相關藥物、器械的引進與戰略合作，打造腦卒中治療與康復全面解決方案的領先企業。
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