遠大醫藥(00512.HK)：引進全球創新內源性組織修復產品
格隆匯7月18日丨遠大醫藥(00512.HK)公吿，集團與XELTIS達成股權投資及產品引進戰略合作協議。在相關條件獲得滿足後，集團將以共計1,500萬歐元為代價取得XELTIS約11%的股權並獲得用於對終末期腎臟病ESRD患者建立移植物血管內瘻(Arteriovenous Graft，"AVG")開展血液透析治療的全球創新內源性組織修復產品aXess以及同技術平台下未來研發的血液透析領域內其他新產品在大中華區的獨家開發、生產及商業化權益。根據協議，集團還擁有對XELTIS其他適應症領域開發產品在大中華區的優先談判權。此次戰略合作將深化集團在外周血管介入中血液透析領域的產品佈局。
XELTIS位於荷蘭，是一家專注於開發基於超分子聚合物的內源性組織修復(Endogenous
Tissue Restoration，"ETR")設備進行血管相關領域治療的醫療設備公司。XELTIS的ETR技術可將吸收生物材料經設計後植入體內，充當機體血管或者組織而發揮作用，隨着機體自愈系統以該材料為骨架生長出相應的組織且功能完善後，這些可吸收生物材料便可被機體自行吸收或消解。aXess產品作為全球範圍內技術領先的為透析患者建立AVG通路的產品，海外正在開展首次人體實驗(First-in-Man，FIM)，目前進展順利。該產品的引進將惠及眾多中國血液透析患者。
心腦血管精準介入診療領域是集團核心戰略領域之一，該領域圍繞通路管理、結構性心臟病、電生理及心衰三個方向進行了全方位佈局。此次交易完成後，集團在該領域將儲備11款創新產品，其中2款已經在中國獲批上市，5個產品處於臨牀開發階段，1個產品處於註冊申報階段，其他項目的研發工作也在積極的推進中。集團已在北美及歐洲均設立了海外研發平台和生產基地，持續進行創新產品的開發，在中國常州以及武漢光谷分別建立無源產品和有源產品的研發及生產基地並均已投入使用，持續夯實中國研發及生產力量，積極推進進口產品國產化落地，造福更多中國患者。在該領域，集團現有研發人員50人，碩士和博士佔比接近40%。
未來，集團將繼續採用"引進落地"及"同步國產化自主研發"的發展路徑，實現本土+全球研發生產的雙體系建設，加速產品上市的同時完善自身的研發實力，"十年磨一劍"，將該板塊打造成為中國乃至全球領先的"心腦血管精準介入診療平台"。集團堅持以患者需求為核心，以科技創新為驅動，針對尚未滿足的臨牀需求，加大對全球創新產品和先進技術的佈局，堅持"全球化運營佈局，雙循環經營發展"策略，着眼中國內外優質創新產品，深度佈局現有板塊，通過中國內外雙循環聯動發展，為全球患者提供更先進更多樣的治療方案，以提升集團的核心競爭力，併為股東及社會帶來更大回饋。
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