四環醫藥(00460.HK)中期純利勁升258.6%至6.11億元 進入醫藥銷售業績拐點
格隆匯8月31日丨四環醫藥(00460.HK)公佈截至2021年6月30日止6個月的中期業績，期內集團實現來自持續經營業務收益19.07億元人民幣(單位下同)，同比增長80.9%；毛利14.67億元，同比增長86.6%，毛利率由上年同期的74.5%的增至76.9%；經營溢利8.86億元，同比增長181.1%；公司擁有人應占溢利6.11億元，同比增長258.6%；每股基本盈利6.46分。
公吿稱，收益增加主要由於集團的新業務板塊，醫美業務板塊，在2021年2月召開AI上市發佈會後開始銷售於韓國連續5年銷售第一的肉毒毒素產品樂提葆®並對集團整體業績產生貢獻。期內，醫美業務板塊錄得收益2.58億元。此外，集團在仿製藥板塊中的非國家重點監控合理用藥藥品目錄(化學及生物製品)產品(“非重點監控目錄產品”)錄得收益11.91億元，較2020年同期同比增長122.0%，佔期內仿製藥業務板塊總收益的78.9%，較2020年同期的佔比59.6%大幅上升19.2個百分點，再一次證實了集團收益中佔比較高的非重點監控目錄產品實現高速增長，展現集團正式進入醫藥銷售的業績拐點。
期內，集團的研發開支為3.34億元，較2020年同期的研發開支3.01億元相比上升10.9%，主要因為隨着製藥板塊內多個產品進入II期及III期臨牀試驗階段，研發開支逐年上升。其中本集團旗下腫瘤藥創新藥物研發平台軒竹生物在期內的研發開支為9890萬元，其中治療消化道潰瘍的安納拉唑鈉已經完成III期臨牀試驗，正在進行新藥上市申請(“NDA”)申報準備，治療晚期乳腺癌的CDK4/6抑制劑吡羅西尼正在開展單藥註冊性臨牀；旗下糖尿病及併發症藥物研發平台惠升生物在期內的研發開支為1.05億元，1.1類新藥加格列淨III期臨牀試驗已經完成，第四代德谷胰島素正在進行III期臨牀試驗，門冬胰島素注射液、門冬胰島素30注射液及門冬胰島素50注射液已完成III期臨牀試驗。預計軒竹生物及惠升生物在未來的兩至三年內會有多款產品進入報產及上市階段。
而利潤大幅提升乃因為收入大幅增長帶來的利潤的大幅增長(其中包括醫美新業務帶來的新的利潤貢獻)、期內有一筆5920萬元的一次性收入入賬，以及研發開支及行政開支的期內增速大幅低於總收益的增速的綜合因素所致。
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