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雅本化學(300261.SZ):醫藥業務將主要集中在太倉基地、馬耳他基地和蘭州基地
格隆匯 07-14 07:30

格隆匯7月14日丨雅本化學(300261.SZ)近期在接待機構投資者調研時表示,公司未來的醫藥業務將主要集中在太倉基地、馬耳他基地和蘭州基地。

1) 公司在建的蘭州基地除農藥中間體業務外,也初步具備承接一些上規模的醫藥中間體項目的資源和條件,將成為公司醫藥中間體項目快速落地的重要基地;

2) 馬耳他基地包括 Amino Chemicals Limited 及 A2W Pharma Ltd,其中Amino擁有四個車間及近三十年的首仿藥申請經驗,主要面向歐盟和美國法規市場供應原料藥和提供相關服務。A2W將生產以醫用大麻CBD為主的管制藥物,目前廠房建設已經完成,在申請GMP認證,一旦拿到GMP認證就具備產品規模化生產的條件;

3)太倉基地將逐步剝離中間體業務,計劃在未來兩到三年內推進太倉基地的轉型升級,致力於構建以抗病毒系列為主的醫藥原料藥及大健康產品的生產基地。太倉基地升級改造是否如期啟動,及其相關進展是否順利,均受制於所在園區的政策及項目立項進度,存在一定不確定性。

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