北海康成(01228.HK)料邁芮倍內地銷售額或最高達2.5億美元 冀最快2026年底收支平衡
專注於罕見病領域的北海康成(01228.HK)創始人、董事長兼首席執行官薛群預計,未來18個月內,公司會有3個關鍵數據讀取和提交4個新藥上市申請。
當中,薛群指,旗下主要藥物邁芮倍(CAN108)已於6月獲得國家藥監局批准上市,用於治療1歲及以上阿拉傑裡綜合症(ALGS)患者膽汁淤積性瘙癢,預計ALGS單一適應症的內地銷售可達1億至1.5億美元。若計及用於治療包括膽道閉鎖(BA)和進行性家族性肝內膽汁淤積症(PFIC)適應症,邁芮倍三個適應症於內地銷售可達2億至2.5億美元。
公司自2015年融資超過3.57億美元,對於會否在其他市場亦有上市計劃,北海康成首席財務官Glenn Hassan表示,公司對此持歡迎態度,例如考慮在美國納斯達克上市,但未有時間表,要視乎市場情況及業務發展。
另外,公司上年度虧損收窄逾半至4.83億人民幣,Glenn Hassan預計,公司可最快在2026年底或2027年實現收支平衡。
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