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興科蓉醫藥(6833.HK):獲奧克特琺瑪人血白蛋白獨家經銷權 集團產品基礎持續多元化發展
格隆匯 02-17 10:58

興科蓉醫藥(6833.HK)於2月16日在港交所發佈公吿稱,集團現有業務夥伴Octapharma AG已確認四川興科蓉藥業有限責任公司為奧克特琺瑪於法國Lingolsheim製造工廠生產的10克奧克特琺瑪人血白蛋白(20%,50毫升)的中國內地獨家經銷商。同時據悉此次授權為興科蓉醫藥與Octapharma AG之間業務合作的新增授權,授權期限自2022年2月1日至2023年12月31日。

公開資料顯示,Octapharma AG是最大的人類蛋白質產品製造商之一,產品覆蓋世界範圍內118個國家,每年惠及數十萬患者。旗下產品奧克特琺瑪人血白蛋白是一種純化的人血白蛋白溶液,主要用於維持循環血量,屬於臨牀剛需產品。而興科蓉醫藥作為Octapharma AG在中國地區的戰略合作伙伴,是中國醫藥行業領先的集營銷、推廣及渠道管理服務於一體的優質經銷商,一直致力於奧克特琺瑪人血白蛋白在中國地區的品牌建設以及終端服務。根據市場資料顯示,興科蓉醫藥對奧克特琺瑪人血白蛋白的銷售業績逐年攀升,屢創新高,並於2020年興科蓉醫藥人血白蛋白注射液的市場銷售量已達全國第二。

目前整個血液製品行業的發展備受關注,基於產品原料稀缺、供給緊張,其作為資源稟賦型行業,長期受制於血漿供給,加之新冠疫情下進口批簽發量下滑導致行業供給進一步收縮,供小於求。因此近兩年來,隨着興科蓉醫藥在全國各地醫療終端的快速發展,顯然目前興科蓉醫藥所持有的三個品牌的奧克特琺瑪人血白蛋白的進口量已經難以滿足全國醫療終端需求日益增長的需要,直接導致近年來公司產品出現了貨源緊張的局面。但是此次興科蓉醫藥又獲得了法國奧克特琺瑪人血白蛋白的獨家經銷權,為中國蛋白市場又添一子,能從根源上解決公司蛋白貨源緊張的問題,這無疑將給興科蓉醫藥注入了一劑強心針,也給全國眾多的醫患帶來了福音。興科蓉醫藥將會有更充足的貨源來更好地服務於全國終端患者,這也將為集團業務帶來更大的盈收,在公司業績上作出正面貢獻以及提升股東價值,相信興科蓉醫藥的業績將會在2022年再創新高。

另外,雙賽道並駕齊驅是興科蓉醫藥未來的重點發展戰略。如今繼開發“少女針”大舉進軍醫美行業後,興科蓉醫藥回望血液製品賽道,進一步鞏固與務實集團在血液製品行業中的地位,並依託在血液製品領域的領先優勢及完善的營銷推廣渠道,將醫美與血液製品兩條賽道並舉,在務實基礎的同時,進一步實現集團業務與產品的多元化價值。

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