石药集团(01093.HK)2020年净利同比增加38.9%至51.60亿元 末期息每股9港仙
格隆汇 3 月 15日丨石药集团(01093.HK)公告,于截至2020年12月31日止年度,集团收入增加12.8%至人民币249.42亿元,股东应占溢利增加38.9%至人民币51.60亿元,每股基盈利相应增加至人民币43.16分。董事会建议派发2020年末期股息每股9港仙。
集团凭藉其强大的专业化市场开拓能力、完备的管理体系、优秀的企业文化和持续的创新研发能力,已成为行业的头部企业,并向行业标杆迈进。
2020年,席卷全球的新冠疫情为人类健康和世界经济都蒙上了阴影,中国医药行业的发展面临前所未有的挑战。集团迎难而上,在艰难的环境下创造了亮丽的业绩增长。创新药产品继续保持高速增长,恩必普、多美素、津优力、克艾力等重磅品种再次创造了骄人的销售成绩。恩必普累计开展的超过150项医学研究,为市场下沉、持续成长提供了强大支持。恩必普年内顺利通过了医保支付标准的谈判,产品价格降低后,可及性和可负担性显著提高。随着市场进一步下沉和线上销售,将惠及更多患者,带动销量增长。
抗肿瘤药品持续拓展市场准入,加大学术推广投入,扩大专业的销售队伍,大幅提升了目标医院的复盖率。克艾力以最低价在第二轮国家集采中中标,并成功进入国家医保目录,将大大促进产品渠道下沉、加速放量。普药产品方面,集采中标恩存(硫酸氢氯吡格雷片)迅速打开医院市场,成为新的增长点,体现了集团普药产品的规模化、系列化发展优势。达新宁(盐酸决奈达隆片)、舒安灵(己酮可可碱注射液╱片)及恩悉(盐酸普拉克索片)等新上市品种销售增长迅速,亦为集团的增长添加了新动力。第四批集采中以合理价格中标的艾司奥美拉唑镁肠溶胶囊、布洛芬片、盐酸度洛西汀肠溶胶囊、注射用硼替佐米、盐酸普拉克索片和诺氟沙星片,将迅速进入医院终端,又将增加新的利润增长源。
2020年开发的临床产品和适应症均取得了理想进展。自年初至今共有17个产品获得药品注册批件,14个产品获得临床试验批件,24个品种通过了仿制药一致性评价。
重磅产品创新制剂盐酸米托蒽醌脂质体注射液的上市申请获得优先审评,并已通过生产现场检查及临床试验核查;创新药Duvelisib在中国的桥接试验完成病例入组,已提交上市申请;两性霉素B脂质体已提交上市申请,伊立替康脂质体的临床试验进展顺利,预计于近期提交上市申请。过往三年,集团在研发方面持续加大投入,研发费用复合增长率达到46.7%。
研发管线持续丰富的同时,临床研究的实验进度大幅加快,试验患者入组成倍增长,出现了大量极好的临床试验数据。随着研发费用投入的持续增加,相信研发管线布局的产品和治疗适应症将会更丰富多样,已拓展的几个大治疗领域的几十个新适应症中,近三年会有多个新药获批上市。
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