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歌禮制藥(01672.HK)披露2020全年業績,發力腫瘤研發及投資升級
格隆匯 03-30 11:39

格隆匯3月30日丨歌禮制藥-B(01672.HK)公佈2020年度業績,期內集團總收入為3500.1萬元人民幣(單位下同)。若不含戈諾衞®(達諾瑞韋)的銷貨退回,總收入為6750萬元;若不含戈諾衞®(達諾瑞韋)的銷貨退回及戈諾衞®(達諾瑞韋)和其原材料的減值準備,毛利為3000萬元;研發開支為1.09億元。

2020年集團在非酒精性脂肪性肝炎管線三款分別針對三個互補靶點(FASN、THR-β及FXR)的全球首創或同類最佳的管線和三個靶點對應的、互補的三種聯合用藥療法上取得了重大進展。目前,集團有兩項臨牀試驗申請(ASC41和ASC42)獲得美國FDA批准;一項臨牀試驗申請(ASC41)獲得國家藥監局批准;兩項美國FDA授予的快速通道資格認定(ASC42和ASC40)。集團已完成四項I/Ib期臨牀試驗(三項ASC41試驗和一項ASC40試驗)及一項II期臨牀試驗(ASC40)。

針對腫瘤領域尚未滿足的醫療需求,集團一直專注於腫瘤脂質代謝和口服檢查點抑制劑。集團具有的獨特競爭優勢包括較受關注的腫瘤治療方案-靶向腫瘤脂質代謝的口服脂肪酸合成酶小分子抑制劑,以及口服PD-L1小分子抑制劑是繼PD-1/PD-L1抗體後的新一代檢查點抑制劑。

與已上市的抗PD-L1抗體相比,集團完全自主研發的口服PD-L1小分子抑制劑在動物模型中顯示出良好的抗腫瘤活性。公司認為,作為腫瘤免疫療法的一種,口服PD-L1小分子抑制劑將成為新一代檢查點抑制劑,而且具有與口服FASN小分子抑制劑聯合使用的潛力。

從2021年起,集團將聚焦NASH、腫瘤脂質代謝與口服檢查點抑制劑、乙肝臨牀治癒和艾滋病毒╱艾滋病四大治療領域。

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