新醫保目錄公佈,華領醫藥全球首創糖尿病新藥多格列艾汀成功入選
12月13日,華領醫藥-B(02552)宣佈,公司首款商業化產品、自主研發的糖尿病全球首創新藥GKA多格列艾汀(華堂寧®)獲納入國家醫保藥品目錄。這也是華領醫藥首次參與醫保談判的產品。醫保藥品目錄顯示,多格列艾汀定價5.39元/片,每日用藥價格10.78元,這一價格超過醫保目錄中現有口服降糖藥的最高價格46%。
2023年國家醫保談判結果於今日揭曉,共計新增126種藥品入選,預計2024年1月1日正式實施。
由華領醫藥自主研發的核心產品多格列艾汀,是一款全球首創、全新機制、異位變構調節的GKA藥物,不僅是全球糖尿病領域的first-in-class新藥,更是該領域的only-in-class的創新藥。
2022年9月,華堂寧正式獲得中國國家藥品監督管理局(NMPA)的上市批准。自華堂寧商業化以來,華領醫藥與拜耳密切合作,銷售網絡成功覆蓋互聯網藥房、零售藥房、醫院藥房三大渠道,實現了銷售收入的大幅增長。2023年上半年,華堂寧銷售約21.2萬盒,華領醫藥實現收入人民幣7030萬元,同比增長約299.6%。11月22日,華領醫藥公吿,就多格列艾汀商業合作協定收取拜耳支付的8億元里程碑付款,累計收到的里程碑付款總額達15億元。
資本市場上,華領醫藥自10月底部觸及低位以來,截至12月12日收盤報價2.60港元,累計升幅達到84.40%。
太平洋證券指出,IDF數據顯示2021年我國糖尿病患者1.4億,預計2045年超過1.7億,其中2型糖尿病佔比高達90%。2型糖尿病市場空間大,口服新藥接受度高。該券商首次覆蓋華領醫藥,給予其“買入”評級,目標價4.78港元。
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