批量升停,創新藥“大牛狂奔”繼續!10倍股再創歷史新高
今日,創新藥繼續表現活躍,板塊指數創出歷史新高。
多隻個股升停,星昊醫藥升超27%,創2018年1月以來新高,常山藥業、海辰藥業、睿智醫藥、舒泰神20CM升停,熱景生物升超18%,聖諾生物升超17%,泰恩康、海創藥業升超13%,一品紅、羅欣藥業、聯化科技、昂利康、眾生藥業等升停。

創新藥進入上市“衝刺期”
自4月9日以來,常山藥業的股價累計升超202%,從最低的15.76元/股升到了歷史新高的52.08元/股,最新總市值478.7億元。
從2023年9月至今一年多的時間內,常山藥業的股價從最低的4.3元/股開始上升,累計翻了10倍多。

資料顯示,常山藥業目前以肝素業務為主,同時積極推進創新藥品的研發。
值得關注的是,常山藥業研發的艾本那肽注射液(GLP-1 受體激動劑)正處於上市申請的關鍵階段。
據介紹,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。
常山藥業表示,治療2型糖尿病藥物種類較多,GLP⁃
1RA為其中之一,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。
此外,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准通知書存在不確定性。
不過,常山藥業指出,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。
艾本那肽注射液的產能上,常山藥業具備年產2000萬支以上的生產能力。
除了降糖和減肥,常山藥業還在進行CSCJC3456片、CSCJC4523片兩個抗腫瘤靶向原研新藥的研發,上述藥物處於臨牀試驗階段。
業績好轉信號
近一年以來,常山藥業的業績雖在部分時間內仍處於虧損狀態,但相比此前已經有了大幅的好轉。
2024年,常山藥業實現營收10.31億元,同比下降26.92%;歸母淨利潤為虧損2.49億元,同比增長79.88%。
今年一季度,常山藥業實現營收2.59億元,同比下降12.1%;淨利潤為378.26萬元,同比增長106.13%。

如果後續創新藥獲批上市,常山藥業的盈利能力有望進一步增強,且創新藥板塊仍處於熱度正盛階段,短期行情依然值得期待。
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