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中國醫療集團(08225.HK):治療新冠病毒特效藥物邁可欣的原料和製劑分別開始規模生產和預訂
格隆匯 03-17 07:12

格隆匯3月17日丨中國醫療集團(08225.HK)發佈公吿,3月14日衞健委發佈了《新型冠狀病毒肺炎診療方案(試行第九版)》治療方案,增加PF-07321332/利托那韋,包含集團參與研製的利托那韋,該成分與輝瑞克奈瑪特韋組合,奇跡將新冠病毒死亡風險降低89%。早年也是治療愛滋病的雞尾酒治療藥物。集團關聯企業萬全製藥是唯一同時擁有利托那韋原料和製劑企業,邁可欣是中國大陸唯一被批准的利托那韋口服液,原料國藥準字H20040411,製劑國藥準字H20051019。

集團將長期負責此係列產品的臨牀研究,國際註冊和上市後臨牀研究RWS式推廣,因此集團將長期從產品組團中獲益。目前原料藥生產已經藥監局複核檢驗獲批在更大產能基地廈門萬特製藥生產並收到源源不斷訂貨,據報導,國內幾家CDMO也獲得百億訂單。萬全廈門生產基地是世界衞生組織(WHO)和美國前總統克林頓基金抗愛滋病藥物生產基地,擁有十幾種抗病毒藥物。

同時,鑑於目前海外疫情的嚴峻程度,預計全球新冠口服藥物市場規模為上百億美元,國內抗病毒市場已經超千億元。關聯企業萬全製藥決定在全球最大自貿免税島海南島,生產邁可欣等十幾種口服液,將建設5億瓶規模“亞洲1號”數位化口服液生產基地100億片劑數字生產基地。集團參與研究口服液體制劑不僅克服片劑巨大危重病人和老人兒童無法服用的缺點,更大幅提高難溶性利托那韋在人體內的生物利用度。在集團幫助下向全球包括亞太地區、中東、非洲和歐洲各需求國遞交上市申請許可。

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