股價翻5倍！創新藥大牛股在研管線“多點開花”，血友病用藥上市申請獲受理
今日，A股創新藥板塊大升，華納藥廠、華森製藥、哈三聯等多隻個股升停。
龍頭舒泰神今日20CM升停，實現3天2板，最新報31.8元/股，總市值151.9億元。
自4月9日以來，舒泰神股價累計升超398%，最低觸及5.9元/股，最高報31.8元/股，以此計算股價翻了5倍多。
在研管線“多點開花”
舒泰神成立於2002年，並於2011年在深交所上市，持續深耕創新藥領域。
目前，舒泰神在研的管線佈局豐富，並有多個管線近期取得較大進展。
其中，“注射用 STSP-0601”（波米泰酶α）用於伴抑制物血友病A或B患者出血按需治療，目前正在開展III期臨牀研究，已完成III期首例受試者入組。
由於IIb期臨牀數據達到了預設的主要有效性終點，舒泰神計劃基於已有數據推進附條件上市申報準備工作，並儘快向CDE提交附條件上市申請。
今日盤後，舒泰神公吿，“注射用 STSP-0601”附條件上市申請獲國家藥監局受理。
財通證券指出，伴抑制物血友病全球市場約277億元，國內用藥結構落後亟需新療法，預計波米泰酶α國內市場銷售峯值有望達到20億元以上。
另一款“STSA-1002注射液”項目在急性呼吸窘迫綜合徵（ARDS）適應症的II期臨牀試驗正在推進，已處於收尾階段。
此外，舒泰神還開展了多個適應症的臨牀試驗，包括：
1）STSA-1201，用於治療哮喘；2）STSA-1301，用於治療原發免疫性血小板減少症（ITP）；3）STSA1001，用於癌痛管理；4）SBT-1901，用於治療局部晚期或轉移性實體瘤；5）
STSP-0902，用於治療少弱精子症、神經營養性角膜炎。
5年虧損超10億元
儘管在研項目有所進展，但舒泰神的業績卻不容樂觀。
自2020年以來，舒泰神淨利潤連虧5年，累計虧損額高達10.11億元。
今年一季度，舒泰神繼續虧損，期間實現營收6321.4萬元，同比下降33.45%；淨利潤為虧損233.5萬元，同比增長38.05%。
展望未來，財通證券預計，舒泰神2025-2027年營業收入分別為2.94億元、4.48億元、10.96億元，歸母淨利潤-0.76億元、-0.56億元、2.89億元，PS分別為43.06倍、28.24倍、11.55倍，給予“增持”評級。
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