信達生物(01801.HK)一季度總產品收入達11億元 環比穩步增長
格隆匯4月27日丨信達生物(01801.HK)公佈，於2023年第一季度，公司共取得總產品收入約人民幣11億元，實現季度環比穩步增長，主要是得益於達伯舒®(信迪利單抗注射液)和其他產品組合整體銷量的持續增長。隨着全國較廣範圍的疫情影響於第一季度初期後步入尾聲，全季度疫情影響逐步消退，公司於全國市場的產品銷售和推廣活動已恢復正常並持續向好。同時，新版國家醫保藥品目錄於2023年3月1日正式實施，達伯舒®(信迪利單抗注射液)新增兩項適應症一線胃癌及一線食管癌，耐立克®(奧雷巴替尼片)新藥、達攸同®(貝伐珠單抗注射液)、蘇立信®(阿達木單抗注射液)、達伯華®(利妥昔單抗注射液)多項新增適應症納入醫保，助力產品銷售持續增長；第8款獲批產品睿妥®(塞普替尼膠囊)亦於2023年3月正式實現商業化。
公司相信，2023年有望實現商業化產品組合豐厚度持續提升和產品銷售收入明確增長。公司目前已有8款商業化產品，另有3款創新候選藥物處於新藥上市申請("NDA")審評階段，並有望於2023年內獲批上市，使公司商業化管線擴充至10款以上，為產品銷售持續增長蓄能。
同時，公司貫徹精細化管理模式，旨求延續2022年成效，進一步提升營銷產出和經營效益，實現業務的長期健康可持續發展。此外，隨着多款高差異化、高市場潛力的創新非腫瘤管線推向上市或註冊臨牀，公司將前瞻性打造慢病領域的強大產品組合、商業化力量、品牌優勢與長期壁壘，與腫瘤業務一同推動公司可持續和多樣化的長期成長空間。
截至目前，公司已取得八款產品獲批，包括：達伯舒®(信迪利單抗注射液)、達攸同®(貝伐珠單抗注射液)、蘇立信®(阿達木單抗注射液)、達伯華®(利妥昔單抗注射液)、達伯坦®(佩米替尼片)、耐立克®(奧雷巴替尼片)、希冉擇®(雷莫西尤單抗)和睿妥®(塞普替尼膠囊)。
公司已建立起一條擁有涵蓋癌症、代謝、自身免疫、眼科及其他主要治療領域的逾30款新藥品種的創新產品管線，包括8個在中國獲批上市產品，3個品種的NDA在國家藥品監督管理局(NMPA)審評中，5個品種處於臨牀III期或關鍵性臨牀研究，另有約20款候選產品正在進行前期臨牀開發。公司相信，其豐厚多元化的創新管線資產具有廣闊的市場潛力，為公司長期全球創新業務發展提供堅實基礎。
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