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羅欣藥業(002793.SZ):與安翰簽署消化道振動膠囊系統經銷合作協議

格隆匯5月10日丨羅欣藥業(002793.SZ)公佈,公司子公司山東羅欣藥業集團股份有限公司(“山東羅欣”)與上海安翰醫療技術有限公司(“安翰”)於2022年5月8日簽署了《消化道振動膠囊系統經銷合作協議》,該產品適用於藥物治療效果欠佳的成人功能性慢性傳輸型便祕的症狀緩解。山東羅欣基於其強大的經銷能力和合格資質成為安翰消化道振動膠囊系統在中國大陸區域內的總代理商,為安翰提供代理服務。安翰亦將藉助其現有消化領域市場資源,充分支持山東羅欣的市場經銷活動。

消化道振動膠囊系統(蔚通 Vibrabot™)為國內外同類首個國家藥品監督管理局審批的創新醫療器械。消化道振動膠囊在吞服後經過消化道時,會以設定的頻率進行長達6小時的間歇性舒適按摩,激活腸道神經網絡,喚醒腸道動力,促進結腸蠕動從而緩解和治療便祕。該產品於2022228日獲得國家藥品監督管理局核發的創新醫療器械註冊證,為藥物治療效果欠佳的成人功能性慢性傳輸型便祕提供了一種全新的純物理治療方法。

據《中國慢性便祕專家共識意見(2019)》顯示,我國成人慢性便祕的患病率為4%~10%,約有5000萬便祕患者飽受便祕帶來的困擾。便祕對人體健康危害極大,可導致胃腸神經功能紊亂、誘發心腦血管意外甚至猝死,嚴重影響便祕患者的身心健康。國家藥品監督管理局官網顯示,目前國內外尚無同類產品上市,該產品預期可提升適用人羣的生活質量。

消化系統疾病領域是公司的核心疾病領域之一,具備較強的市場競爭力。日前剛獲批的國家1類新藥P-CAB替戈拉生片主要針對上消化道疾病領域的酸相關疾病,而此次與安翰合作的消化道振動膠囊系統則屬於下消化道疾病領域,結合安翰在消化領域的科技創新能力,有利於豐富公司產品線,提升市場競爭力,形成上下消化道藥品+器械結合的全領域佈局,符合公司戰略發展需求。隨着公司在消化系統疾病領域的產線佈局日趨豐富,將進一步增強公司競爭優勢。該產品對公司短期的財務狀況、經營業績不構成重大影響。

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