長江生命科技(00775.HK):疫情令免疫力維他命等產品需求增加
長江生命科技(00775.HK)主席李澤鉅在股東會上表示,疫情令市場對免疫力、睡眠及抗壓、維他命及能量產品之需求增加,集團保健產品業務的相關公司均有推出此類型的新產品。
長江生命科技去年就旗下黑色素瘤疫苗研發與美國食品及藥物管理局(FDA)達成特殊方案評估協議(SPA)。集團表示,SPA是一個磋商程序,長江生命科技已與FDA就臨牀試驗之設計、試驗終點及統計分析方法達成協議,縱然疫情導致供應鏈中斷,令臨牀試驗所需藥物延期生產,但情況現已有所改善,藥物生產正在進行中,除黑色素瘤疫苗研發外,集團現正進行多個處於臨牀前研發階段的癌症疫苗研發項目,並期望於未來數年進展至臨牀試驗階段。
集團指出,受惠於澳洲氣候持續改善,客戶採購農產品的信心因而增加;而且集團專注於節約成本、精簡產品類型及定價,有效減低負面因素的影響,因此農業相關業務之表現較2020年有所改善,收入按年上升7%。
集團表示,旗下葡萄園及農業相關物業均與大型葡萄酒公司或種植商簽下長期租約,收入來源穩定,沒受疫情影響,不過有很多租約租金是每年與通脹掛鉤而調整,疫情加劇通脹,所以租金收入亦會增加。
會上有股東提問爲何集團至今尚未成功研製出鎮痛劑和黑色素瘤疫苗,集團表示,集團在FDA審批階段已建立裏程碑,相關程序亦有進展,強調醫藥研發是一個很漫長的過程,新冠疫苗之所以能快速麪世,乃由於是次疫情是前所未見的全球大流行,各國政府及藥物管理局均採取了緊急行動,透過快速通道加快新冠疫苗審批程序。
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