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安科生物(300009.SZ):PD-1目前已完成I期臨牀研究,正探索開展聯合用藥的可能性
格隆匯 04-12 15:16

格隆匯4月12日丨安科生物(300009.SZ)於2024年04月11日召開業績説明會,就“PD-1在2023年的開發支出4000萬元全額計入年度費用,請問公司是否完全停止了PD-1的研發?”,公司回覆稱,PD-1目前已完成I期臨牀研究,正探索開展聯合用藥的可能性。該項目在開發前期,公司購買的PD1細胞株按照當時的會計準則規定做了資本化處理,公司在其基礎上的研發投入計入了當期研發費用,2023年度因監管規則的進一步明確,沒進入三期臨牀的研發項目,購買的技術也應該費用化,按照謹慎性原則,公司將前期購買技術的資本化部分轉入了當期費用。

截止2023年年底,國內共有16款PD-(L)1抑制劑獲批上市,除去4家海外藥企的產品,共有12款國內自研產品上市。頭部產品表現強勢,新勢力不斷湧入,PD-(L)1市場競爭日益激烈,同時,產品獲批上市後如何盈利是公司必須要考慮的問題,但已上市產品猛烈的跳水價格極大地擠壓了盈利空間。不可否認,PD-(L)1靶點相關藥物的市場仍有巨大吸引力,公司將持續關注該靶點藥物的研究進展,採取差異化的設計推進相關產品的研發,早日實現產品上市。

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