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基石藥業-B(02616.HK)中期大幅虧損2.7億元
格隆匯 08-14 19:10

格隆匯8月14日丨基石藥業-B(02616.HK)公佈,截至2025年6月30日止六個月,公司收入由上年同期的人民幣254.2百萬元減少人民幣204.8百萬元或80.5%至人民幣49.4百萬元。收入包括藥品銷售(阿伐替尼及普拉替尼)人民幣20.2百萬元、授權費收入人民幣17.9百萬元及舒格利單抗特許權使用費收入人民幣11.3百萬元。(1)普拉替尼的銷售收入同比大幅下降,主要由於為籌備國家醫保藥品目錄談判而對普拉替尼進行的價格調整及相關的一次性渠道補償所致。若獲納入國家醫保目錄,預計普拉替尼於2026年及以後的銷售增長收益將抵消對收入的短期負面影響。(2)授權費收入亦同比大幅減少,主要是由於2024年上半年公司在中國就舒格利單抗胃癌審批獲得的一次性里程碑付款的有力貢獻。2025年上半年並無訂立重大外部授權安排,但於2025年7月與IstitutoGentili訂立一項重大外部授權協議,預期將於2025年下半年獲得授權費收入。

截至2025年6月30日止六個月的期內虧損為人民幣270.2百萬元,較上年同期的溢利人民幣15.7百萬元增加虧損人民幣285.9百萬元,主要由於毛利轉為毛損所致。

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