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長江生命科技(00775.HK):供應鏈中斷及人手短缺問題緩和 冀盡快展開黑色素瘤疫苗臨床研究
阿思達克 05-18 14:37
對於長江生命科技(00775.HK)去年業績下跌19%,公司主席李澤鉅解釋,去年業績主要因加息導致財務成本顯著上漲及外幣兌港元匯率疲弱所影響。如以2021年的利率及匯率計算,去年的股東應佔溢利按年增長約41%。最重要是看營運,因利息及匯率屬周期性。 他稱,隨著疫情減退,供應鏈中斷及人手短缺問題於去年下半年逐漸緩和,早前遇到生產黑色素瘤疫苗藥物作研發第三階段關鍵臨床試驗之困難亦隨之解決,期望可盡快展開臨床研究。 公司副總裁及科學總監杜健明透露,除黑色素瘤疫苗研發外,集團亦已啟動多個處於臨床前研究階段的癌症疫苗研發項目,並計劃於未來數年推進至臨床試驗階段。 此外,李澤鉅指出,疫情出現後,社會保健意識增強,市民對維他命及補充品的關注及需求一直上升,但去年公司於營運上確有遇到一些供應鏈同成本上升的問題。至於公司旗下葡萄園資產組合之租金收入大多受長期租約保障,很多租金與通脹掛鉤,只升不降。組合內之物業估值亦因而有所提升。
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