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三生國健(688336.SH)上半年成功扭虧為盈 主力產品益賽普以價換量效果明顯
格隆匯 08-25 20:14

格隆匯8月25日丨三生國健(688336.SH)披露2021年半年度報吿,報吿期內,公司實現營業收入4.79億元,同比增加36.33%;歸屬於母公司所有者的淨利潤扭虧為盈,金額為2242.31萬元;歸屬於母公司所有者的扣除非經常性損益的淨利潤亦扭虧為盈,金額為695.39萬元。經營活動現金淨流出1.72億元,流出金額增加,主要系報吿期內隨着研發活動的開展付現費用增加以及受到2020年第4季度降價補差的影響銷售回款相比上年同期減少所致。

2021年上半年,在國內疫情防控較好的大環境下,公司主力產品益賽普的以價換量策略取得良好成果,銷量較去年同期成倍增長,從而帶動公司整體銷售規模的大幅提升。賽普汀在納入醫保後積極推進進院工作,並於2021年4月被正式納入CSCO乳腺癌診療指南,成為晚期乳腺癌患者全程抗HER2治療的基礎藥物,同時為了進一步探索和擴展更多的臨牀適應症,賽普汀還在開展多項臨牀試驗。

國際化佈局方面,公司也以“外部項目引進來、內部項目走出去”為基本原則,努力引進國際領先、國內稀缺且臨牀需求高的藥物,並大力推動自主研發產品的國際註冊認證,將加快國際合作步伐作為重點發展方向之一。目前,公司正與美國Verseau公司在巨噬細胞檢查點調節劑抗體領域開展合作,在腫瘤免疫治療領域選取PSGL-1靶點的單克隆抗體VTX-0811、VSIG-4靶點的單克隆抗體作為授權產品;與瑞士Numab公司在多特異性抗體領域開展合作,基於Numab的技術平台開發和商業化一系列用於癌症治療的新型多特異性抗體。

研發層面,公司持續加大創新研發投入,快速推進臨牀,成果顯著,上半年公司取得臨牀批件3項,II期臨牀實驗首例受試者入組3項,新增抗體立項3項。

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