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再鼎醫藥(09688.HK)第三季度產品收入淨額同比增長47% 核心產品商業化持續迅猛增長

再鼎醫藥(09688.HK)公佈11月12日晚公佈第三季度財報。財報顯示第三季度產品收入淨額為1.018億美元,2023年同期為6,920萬美元,同比增長47%。這一增長主要是由於衞偉迦銷售額的增加,以及則樂和紐再樂的銷售額增加。截至2024年9月30日,公司現金儲備為7.161億美元,截至2024年6月30日為7.3億美元。

衞偉迦2024年第三季度產品收入為2,730萬美元,2023年同期為490萬美元,這主要是由於自2023年9月上市以來的銷售額增長以及2024年1月1日起其用於治療全身型重症肌無力(gMG)被納入NRDL。值得注意的是,衞偉迦的皮下注射劑型衞力迦11月11日獲得國家藥品監督管理局批准,用於治療慢性炎性脱髓鞘性多發性神經根神經病(CIDP)成人患者。這是國內首個且目前唯一獲批CIDP適應證的藥物。

則樂2024年第三季度產品收入為4,820萬美元,同比增長16%,2023年同期為4,160萬美元。則樂的銷售額依然強勁並繼續保持中國內地卵巢癌領域PARP抑制劑院內銷售領軍者地位。

此外,再鼎醫藥表示公司處於臨牀後期的管線進展順利。KarXT用於精神分裂症的中國橋接研究在所有研究終點都取得了陽性結果,預計將在2025年初在中國提交上市許可申請;評估bemarituzumab用於胃癌的FORTITUDE-102研究已經完成患者入組;此外,令人鼓舞的ZL-1310全球1期研究數據初步顯示了突破性的抗腫瘤活性。ZL1310是全球範圍內針對小細胞肺癌(SCLC)開發的具有同類最佳潛力的靶向DLL3的ADC藥物。

再鼎醫藥同時預計,到2024年底,將在中國內地商業化上市三款產品,未來六個月內將有望向國家藥品監督管理局提交多達四個上市許可申請。

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