中生製藥(01177.HK)擬未來三年每年上市5款創新產品 料近期落地對外授權交易
中國生物製藥(01177.HK)公布,集團創新產品收入佔比已從2018年的16%提升至2024年的42%,預期2025年將突破50%,標誌著集團階段性創新轉型成功。未來三年,集團計劃每年上市約5款創新產品,到2027年創新產品收入佔比有望進一步提升至60%。這一增長勢頭主要得益於集團「自研+商業拓展(BD)」雙輪驅動的持續推進。
集團在美國臨床腫瘤學會(ASCO)年會上公布12個具有突破性數據的創新產品,其中4項為最新重磅摘要(LBA)。今年以來,對外授權(out-licensing)已成為集團最重要的戰略目標之一,集團預計有對外授權交易將於近期落地。
最新研發管線方面,TQC3721 (PDE3/4抑制劑)已獲批開展III期臨床,用於慢性阻塞性肺疾病(COPD)治療,具備「霧化/乾粉雙劑型+適用患者覆蓋廣」的雙重優勢,海外峰值銷售潛力超30億美元。
TQB2102 (HER2雙抗ADC)兩項臨床試驗中,間質性肺病(ILD)發生率均小於1%,已進入III期臨床,覆蓋乳腺癌、胃癌等多瘤種適應症。
TQB3616 (CDK2/4/6抑制劑)潛在HR+乳腺癌BIC療法,預計今年底獲批二線適應症,並遞交一線適應症的上市申請。
TQA2225 (FGF21融合蛋白)II期臨床已完成全部受試者入組,同靶點產品的臨床數據顯示,FGF21對F3/F4級代謝功能障礙相關脂肪性肝炎(MASH)患者的肝纖維化有逆轉效果,具備填補重症MASH治療臨床空白潛力。
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