復旦張江(688505.SH):光動力技術已處於世界領先水平
格隆匯5月4日丨有投資者向復旦張江(688505.SH)提問:公司對於自身區別於其他藥物研發企業的優劣勢是?
復旦張江回覆:公司光動力技術已處於世界領先水平,已上市產品艾拉(全球首個針對尖鋭濕疣的光動力藥物)填補了特殊部位尖鋭濕疣治療的國際空白,成為國內光動力治療的代表性產品;已上市產品復美達(全球首個針對鮮紅斑痣的光動力藥物)有着化合物結構穩定、光毒作用低、代謝迅速、避光期短、病灶消退均勻、治癒率高、瘢痕發生率低、不易復發等顯著優勢;
基因工程技術平台中第一個ADC藥物,即治療腫瘤的注射用重組人鼠嵌合抗CD30單克隆抗體-MCC-DM1偶聯劑是一次DM1技術於ADC項目中在CD30靶點上的探索,該藥物作為全新化合物,其研發處於國際領先水平。同時,近年來,公司在小分子端構建的全新BB05linker-drug平台已公開了一項mAb-BB05ADC藥物的專利,其在體外血漿穩定性、體外釋放/旁觀者效應、體內PK/PD方面,與已經批准上市的原研產品高度一致,這為集團後續開發Me-better或創新ADC藥物奠定了基礎;
納米技術平台中已上市產品裏葆多是一種採用先進的隱形脂質體技術包封,具有被動靶向特性的多柔比星新劑型。它是蒽環類藥物的更新換代產品,在腫瘤治療學上具有提高療效、降低心臟毒性、骨髓抑制以及減少脱髮等優勢;
口服固體制劑平台中正在研發的小分子靶向藥物JAK1選擇性抑制劑,作為口服JAK製劑在臨牀研究中亦表現出了讓人驚豔的效果,同時在起效時間和使用方式上具有天然的優勢;
公司與漢都醫藥合作的針對早期帕金森病的卡左雙多巴控釋片項目(WD-1603)項目採用漢都醫藥的專利技術平台UGi-Pump技術,使左旋多巴劑型在胃腸道上段滯留時間延長,且在滯留時間裏,持續穩定地釋放藥物,從而獲得穩定的血藥濃度,很大程度地推遲帕金森病進程,降低藥物引起的不良反應。
公司始終堅持以探索臨牀治療的缺失和不滿意並提供更有效的治療方案和藥物為核心定位,以新藥研發為立足之本和使命,務求成為生物醫藥業界的創新者及領先者。這樣的立項宗旨使得目前公司已上市的產品和在研項目都表現出很好的發展前景和受政策變化影響較小的特點,奠定了公司在新政策環境下發展的基礎和動力。同時,公司亦正在開發若干從提高生物利用度、改良劑型等方面入手,擁有專利或工藝壁壘的仿製藥物,以幫助本集團進一步豐富研發管線,縮短新產品上市週期,有效利用研發及產能資源,實現經濟效益的最大化。公司從項目篩選、到立項、再回顧、最終上市銷售,這是一個不斷推出新技術和新產品的創新與整合資源的過程,也因此形成了公司在市場上獨特的競爭優勢。
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