常山藥業(300255.SZ):艾本那肽注射液尚未上市銷售
格隆匯5月29日丨常山藥業(300255.SZ)公佈,公司艾本那肽注射液尚未上市銷售。公司艾本那肽注射液用於治療2型糖尿病的上市許可申請已經獲得國家藥監局受理,目前處於專業審評階段,艾本那肽最終能否獲批上市及獲批時間仍存在不確定性。治療2型糖尿病藥物種類較多,GLP⁃1RA爲其中之一,即使未來艾本那肽上市,也面臨較高的市場競爭風險,盈利情況存在較大不確定性。
公司艾本那肽注射液擬用於減重適應症的臨牀試驗申請已經獲得國家藥監局受理,目前處於審評階段,能否獲得臨牀試驗批準通知書存在不確定性。艾本那肽即使獲批開展減重適應症臨牀試驗研究,臨牀試驗進度及結果、未來產品市場競爭形勢均存在諸多不確定性。
艾本那肽是以公司控股子公司常山凱捷健生物藥物研發(河北)有限公司(以下簡稱“常山凱捷健”)爲主體進行的研發註冊,公司持有常山凱捷健51%股份,其捷健未來實現盈利後,公司不能享有其實現的全部淨利潤。
公司股票連續三個交易日(2025年5月27日、2025年5月28日、2025年5月29日)收盤價格漲幅偏離值累計超過30%,已經偏離同行業和創業板綜合指數增長幅度。公司提醒投資者秉持價值投資理念,正確認識公司現階段業務發展情況,切勿追隨投機思維,以免股價大幅波動造成個人投資損失。敬請廣大投資者充分了解二級市場交易風險,審慎決策、理性投資,注意投資風險。
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