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Sunday, November 20, 2011

國際醫療添佳話 台大成功救治大陸罕病小女孩

 2011/11/18 台大醫院最近成功救治一名來自大陸、罹患罕見疾病「尿素循環障礙」的小女孩。台大表示,這名來自山東煙台的4歲小女孩從小就有反覆嘔吐、昏迷、發展遲緩等問題,家屬曾經求助北京、上海的大醫院,仍得不到治療,所幸透過台商的幫助,來到台灣,在台大兒童醫療團隊悉心照顧下,病情獲得控制。今年4歲的于小妹妹罹患了相當罕見的疾病「尿素循環障礙」,于小妹妹的姐姐5年前也因為同樣的疾病不幸過世。台大醫院基因醫學部主任胡務亮表示,尿素循環障礙是身體無法代謝體中血氨的疾病,容易因為高血氨而造成急性死亡。帶著女兒跨海來台求診的于媽媽表示,她已經失去一個孩子,不希望厄運再度降臨。所幸透過台商居中幫忙,他們來到台灣,尋求一線生機。于媽媽說:『(原音)最後我們帶她到北京去,那時候孩子症狀很不好,我走的時候,我們家人都說把她最後走的衣服都帶著吧,孩子如果在北京死了,你們就丟在那兒吧。我就把孩子抱到北京,燒到40多度,都昏迷了,我給醫生跪下來,醫生說這個孩子病了,沒法治,你們抱回去吧。最後在好心的人幫助下,我們來到台大,在台大看到了希望。』胡務亮表示,于小妹妹剛到門診時,因為長期高血氨導致經常昏迷、嘔吐、抽筋,醫療團隊評估後,給予降血氨藥物處方,同時嚴格控制蛋白質的攝取,目前她的健康狀況良好,身高、體重都在正常範圍,令醫療團隊相當欣慰。于媽媽表示,當胡主任第一次問診時,半跪下來摸著于小妹的腹部,她與先生都哭了,因為他們感受到與大陸完全不同的醫療照護。于媽媽說,她與先生都是一般的工人,根本負擔不起龐大的醫療費用,所幸台灣的罕病基金會、瑞信兒童醫療基金會等單位伸出援手,她相當感謝台灣各界的愛心。

超貴罕見疾病用藥eculizumab (Soliris) 考驗健保局智慧!!

PNH新藥「治標」1年逾千萬 健保局憂排擠2011/11/21 聯合報】罕病「陣發性夜間血紅素尿症」治療藥物能否納入健保給付,健保局醫審及藥材組專門委員施如亮說,健保藥事小組已討論過兩次,請藥廠進一步提供相關資料後,會再儘速討論。衛生署去年公告「陣發性夜間血紅素尿症」為罕見疾病,今年進一步把新藥eculizumab納入罕見疾病用藥正面表列中。藥廠向健保局申請健保給付,今年七月七日,健保藥事小組曾進行討論。據了解,與會專家認為,此針劑需長期使用,費用十分昂費,卻只能「治標」,改善患者生活品質,像減少輸血、疲倦、腹痛,無法根治,且現今尚有支持療法可用,因此暫未通過。施如亮說,根據藥廠申請資料,患者七天要施打一次,每次約需兩支,以廠商申請每支針劑價格廿七萬元計算,每人每年藥費高達一千多萬元,若納入給付,是所有用藥中最昂貴的一種,健保局須謹慎評估,包括對健保財務的可能衝擊及排擠效應。 她以國外為例,此針劑是否納入給付,各國做法不一,加拿大、愛爾蘭尚未通過,像加拿大建議,要進行醫療科技評估,愛爾蘭也認為缺乏存活期報告。不過,澳洲已通過給付,但嚴謹限縮適用對象。 不過,施如亮說,健保局已請藥廠進一步提供國內流行病學資料,以及患者要達到何種程度才需使用、診斷標準、預算衝擊等,待藥廠提出資料,會儘速討論。

美國撤銷Avastin治療轉移性乳癌 台灣仍評估中!!

食品藥物管理局說明含bevacizumab成分藥品用於與太平洋紫杉醇合併治療轉移性乳癌之情形 (TFDA發布日期2011-11-21) 美國 FDA 今日決定刪除 Avastin 用於治療轉移性乳癌的適應症。美國 FDA 表示,根據最新上市後研究結果,認為 Avastin 用於治療乳癌病人在效果上弊大於利。但 Avastin 藥品仍然可以使用,但限用於治療其他癌症 ( 包括 : 大腸直腸癌、 非小細胞肺癌、腎癌及惡性神經膠母細胞瘤等適應症 )   針對美國 FDA 對該藥品的處理,食品藥物管理局曾於今( 100 )年 6 1 召開藥品諮議小組及藥品安全評估委員聯席會議討論。依據當時所得國內外資料評估後認為,上市後臨床試驗的資料顯示,該藥品對於轉移性乳癌病人的整體存活期 (overall survival OS) 的延長,雖無統計上的意義,但對於無疾病進展存活期 (progression-free survival PFS) 卻達統計意義,顯示仍有臨床上的效益,因此維持該藥品用在與 paclitaxel 合併治療轉移性乳癌的適應症,同時要求藥商需執行風險管理計畫 (risk management plan RMP) ,內容應包括:病人用藥資訊充 分告知病人接受該藥品治療的風險,以加強對於此藥治療患者的風險監控。食品藥物管理局已要求藥商須於下週二 (11 22 ) 以前檢送目前最新於各國所進行之臨床試驗結果及全球核准情形予食品藥物管理局,食品藥物管理局將盡速彙整進一步資料,再評估該藥品在轉移性乳癌之臨床效益與風險效。食品藥物管理局已建立藥物安全資訊主動監控機制,除有藥物不良反應通報系統之外,對於安全有關訊息,隨時進行瞭解,以保障民眾之用藥安全,提醒醫療人員或病患懷疑因為使用(服用)藥品導致不良反應發生時,請立即通報給衛生署所建置之全國藥物不良反應通報中心,藥物不良反應通報專線 02-2396-0100 ,網站: http://adr.doh.gov.tw

中國4兆醫美商機 雙美與五洲集團合作

雙美生技通過上櫃審議 最快年底前掛牌 3季獲利倍數成長 鉅亨網2011-11-18 膠原蛋白廠雙美生技(4728-TW),通櫃買中心上櫃審議會,最快年底前掛牌交易。公司前3季營收1.02億元,年增23%,毛利率提高年增4.39個百分點至78.14%,稅後淨利成長超過2倍達4652萬元,EPS0.94元。雙美生技目前實收資本額4.97億元,產品線可分為醫美用品及醫材,目前營收比重約64,前者主要為膠原蛋白植入劑,後者則為牙材及骨填料等耗材。雙美去年正式切入的醫療耗材方面,挹注今年相當大動能,年底前醫美產品及醫療耗材的營收佔比有機會達到各半。至於大陸市場,膠原蛋白植入劑早於20091月即取得中國大陸藥監局(SFDA)第三類醫材銷售許可,第二代產品強調有效期可從原半年延長至12-18個月,並可降低敏感度,已送大陸SFDA申請銷售許可,預計12月中獲准通過,明年開始貢獻營收。 日前雙美宣布與大陸五洲集團策略合作,雙方計畫合資,鎖定醫美、植牙及牙腔美容領域,搶食大陸達4兆醫美商機。由於五洲集團有通路,雙美則有醫材、技術,加上又拿到中國衛生部銷售許可證,是中國唯一可銷售膠原蛋白針劑的公司,合作之後會合資成立醫美據點,初期會先以植牙及牙腔美容等領域為主,未來再延伸至眼科、骨科等事業。

Taiwanese hospital helps Chinese patient with rare disease

 2011/11/18  Taipei, Nov. 18 (CNA) Family members of a 5-year-old Chinese girl suffering from a genetic liver disease thanked the National Taiwan University Hospital (NTUH) Friday for saving her life. Yu Weiping has a congenital defect in the urea cycle, which causes hyperammonemia: a potentially deadly metabolic disturbance caused by high amounts of ammonia in the blood. Her mother sought help from the NTUH two years ago after hospitals in China were unable to provide her with proper medical treatment. She explained that Chinese hospitals had no stocks of the relevant medicine and were unable to purchase the expensive foreign drug due to strict regulations governing such imports. Already having lost her first child to same rare disease, Yu's mother said she was grateful to the hospital because her family simply could not bear another loss. "When the Taiwanese doctor kneeled down to check my daughter's belly, both my husband and I cried," she said. The pediatrician, Hwu Wuh-liang, said his team was working with charity foundations to give Yu a prescription that would keep her condition stable for at least two years. "With a proper diet and periodic checkups, we are optimistic about Yu's situation," Hwu said. According to Hwu, there are about 100 patients in Taiwan with the same disease and treatment can cost tens of thousands of NT dollars every year.

砍藥價 但支持學名藥??!!

邱文達支持 學名藥繼續成長2011/11/19 聯合晚報】國內進口藥商大動作抨擊中央健保局調整藥價之際,衛生署長邱文達今天出席「第一屆亞洲學名藥研討會」強調,近年來世界人口老化,各國醫療保健支出逐年攀升,推展學名藥已是全球趨勢,全民健保繼續採用學名藥已成為我們減少醫療支出的重要選擇。他這番宣示,無疑為下月調整全保藥價定調,我國藥價下修已成既定政策。

學名藥比率提高的影響 2011/11/19 聯合晚報】衛生署長邱文達今早在「第一屆亞洲學名藥研討會」中宣示,未來我國健保採用的學名藥比率,應有合理成長的空間,此話一出在藥界引起陣陣波瀾,有人認為將擠壓到外國藥廠的生存空間,但也有人認為這是未來趨勢,不用太緊張。

Developments in pharmaceutical industry having ripple effects – PM

by Annaliza Borg 18 November 2011  Developments in the new, but growing, local pharmaceutical industry, are having ripple effects in the economy and the need to keep the highest quality standards is being reflected in enhanced transportation systems. The Ħal Far industrial estate, like a number of others, is currently being embellished as roadworks and landscaping are under way in a €17 million investment project by the Malta Industrial Parks. Prime Minister Lawrence Gonzi, together with Finance, the Economy and Investment Minister Tonio Fenech, yesterday visited Siegfried Generics, which opened shop in Malta four years ago, employing 20 people. It has invested constantly and by 2009, the number of employees went up to 39. This doubled to 80 this year and the plan is to have another 20 people employed by 2013, when an extension at the back of the factory, will be completed. The company made some €6.5 million in revenue by the end of last year and has invested €23 million. The next expansion project will see an investment of another €7 million. The building will be in the form of a tower double the height of the existing factory and will include a new warehouse, offices and labs.  Siegfried Generics employs 700 worldwide and started in 1873. Its headquarters are in Switzerland but has branches in the USA and in Malta. It also has joint ventures in China and Taiwan.  It concentrates on the development and manufacturing of active pharmaceutical ingredients (API) and intermediates, as well as drug products. The Malta facility this year has achieved FDA approval for High-Potent process, validation of equipment and process for capsule filling. Dr Gonzi said the company employs people ranging from lab technicians to operators who have qualifications starting from O-level and A-Level standard, and then they are further trained by the company. Therefore, a variety of talents is sought. It is obvious the company is being successful because it is expanding to be able to stock more. The visit at this company has taken place three days after the budget, Dr Gonzi noted. Results it achieved are a product of measures undertaken in the past three budgets that will be consolidated next year. One of the company's challenges is to find human resources academically prepared for the field of specialisation. Dr Gonzi said the problem here, contrary to what is happening in other countries, is that we need more people, and employees to specialise in new industries like the pharmaceutical and financial services sectors. Since developments are also planned for the biomedical industry, with the building of the new biotechnology centre starting soon, students will need to specialise in this field as well. Sir Christopher Evans, owner of 40 companies, will be an ambassador for the centre and will help attract investment to Malta. A €200 million fund has been established for this reason.

Polaris Group to Build Factory in Taiwan to Produce Anti-Cancer Drug

2011/11/17 Taipei, Nov. 17, 2011 (CENS)--Polaris Group of the United States, a privately held multinational biopharmaceutical company specializing in research and development of protein drugs to treat cancer and other debilitating diseases in humans, plans to set up a new protein-injection factory in Taiwan for total investment of about US$50 million. The factory will mass produce Polaris Group-developed ADI-PEG 20 products, with targeted annual production value of about US$2 billion. ADI-PEG 20 is a biologic being developed by Polaris to treat cancers carrying a major metabolic defect that renders them, unlike normal cells, unable to make arginine internally. A reinvested company of Taiwan-based Hsin Tung Yang Corp., Polaris recently signed an investment memorandum of understanding (MOU) with the Hsinchu County Government. According to Polaris, its ADI-PEG 20 has been identified by the U.S. Food and Drug Administration (FDA) as an orphan drug, a pharmaceutical agent that has been developed specifically to treat a rare medical condition; and the new drug has completed Phase 2 clinical trial in Taiwan, proving its lower side-effects than counterparts. ADI-PEG 20 is advancing into a pivotal Phase 3 trial, while Polaris is also investigating ADI-PEG 20 as a treatment for other cancers, such as metastatic melanoma, prostate cancer, leukemia, lymphoma, sarcoma and pancreatic cancer. Polaris estimate the new drug can pass the Phase 3 trial and win the FDA certification in the second quarter of 2014. Hsin Tung Yang, the largest shareholder in Polaris with a 37% stake, has over 90% of its shares held by local investors as domestic banks, enterprises, venture capital firms, and government units. Polaris plans to kick off factory construction in the second quarter of 2012 and complete it by the second quarter of 2014, with help from its Taiwan affiliate TDW Pharmaceuticals Inc. To facilitate the factory construction, TDW Pharmaceuticals is scheduled to raise initially by the yearend about US$20 million.

癌症篩檢與美髮業結合!!

北市免費癌症篩檢 民眾喊讚  2011/11/19 (中央社記者劉建邦台北19日電)台北市衛生局今天在北市成功國宅推出免費癌症篩檢活動,就可享免費剪髮,不少居民踴躍參與。住戶陳先生說,「很讚」,不僅可免費剪髮,也可免費篩檢癌症,將告知親朋好友。衛生局和台北市女子美容商業同業公會今天共同簽署合作備忘錄,未來只要在曼都、小林、快樂、名留等業者旗下的髮廊,就可索取「健康好站」癌症篩檢單。衛生局長林奇宏表示,過去「健康好站」的合作對象只限定於社區藥局、美藥妝店和華歌爾門市,下星期起,4家業者旗下共222家髮廊將放置宣傳單,希望更多民眾了解免費癌症篩選資訊。這項活動上午在國宅內舉辦,許多老先生、老太太都前來參與。居民王太太說,類似的活動應多辦幾場,不僅可順道篩檢癌症,也可剪髮。但聽到免費剪髮只限今天,她笑說,之後還可參加癌症篩檢活動。衛生局也建議民眾可前往各區的健康服務中心等地辦理「市民建康卡」,不僅是免費辦卡,還可集點換取免費健康檢查。

Taiwan's Q3 pharmaceutical exports up 6.2 percent

 Central News Agency 2011-11-19 Taipei, Nov. 19 (CNA) Exports from Taiwan's pharmaceutical sector for the third quarter of this year rose 6.2 percent from a year earlier to total NT$3.42 billion (US$113 million) on the back of rising demand for western medicines, a government report said Saturday. According to the report released by the Industry and Technology Intelligence Service (ITIS), exports of Taiwan-made western medicines in the three month period rose 11.0 percent from a year earlier to NT$1.72 billion. The ITIS is a research institute of the Department of Industrial Technology under the Ministry of Economic Affairs. The report said exports of active pharmaceutical ingredients (APIs) from Taiwan rose 1.3 percent from a year earlier to reach NT$1.58 billion, while the island's exports of Chinese medicines rose 9.1 percent year-on-year to NT$120 million. Meanwhile, Taiwan's pharmaceutical imports during the July-September period rose 7.5 percent from a year earlier to NT$17.97 billion, the ITIS said. Imports of western medicines during the same period rose 7.2 percent from a year earlier to NT$16.53 billion and imports of APIs rose 10.9 percent to NT$1.43 billion, while imports of Chinese medicines fell 2.9 percent to NT$10 million, the report said. The ITIS said pharmaceutical exports will continue to grow no less than 10 percent for the whole of this year, while overseas sales of western medicines will enjoy the highest growth. For the entire year, the report estimated Taiwan's pharmaceutical exports would reach NT$13.19 billion, up 12.5 percent from a year earlier, while exports of western medicines and APIs are expected to rise 24.9 percent and 1.5 percent year-on-year to NT$6.63 billion and NT$6.61 billion, respectively. In terms of imports, the ITIS forecast the value for 2011 is expected to rise 4.3 percent from a year earlier to NT$68.51 billion. Imports of western medicines for 2011 are expected to grow 3.5 percent from a year earlier to NT$62.96 billion and API imports are likely to rise 6.6 percent to NT$5.51 billion, while imports of Chinese medicines may fall 42.2 percent to NT$40 million, the ITIS said.

生醫股搶掛牌 比價可期

2011-11-20 工商時報 【記者杜蕙蓉/台北報導】 生技類股掀掛牌熱潮!舊曆年前,除國光生技(4142)轉上市外,基亞(3176)、健亞(4130)、KY康樂(4154)KY宜佰康(4149)和雙美(4728)5家公司將在櫃買市場火併。由於這一波生醫族群股價修正不少,市場預期這幾家公司的爆發力頗為強勁,應有機會掀起類股比價空間。 搶登年底掛牌列車的基亞和健亞都屬於新藥股,基亞以肝癌新藥開發及高階核酸檢驗試劑雙成長引擎,其中肝癌新藥PI-88正進行第三期臨床,預計2014年可望上市,搶食全球超過700億元肝癌市場。健亞該公司是以「穩中帶有爆發力」來做營運策略布局,目前除以設計研發生產特色學名藥和為國際藥廠必治妥施貴寶(BMS)、羅氏、亞培和日本第一三共創造營收獲利外,中期則以開發新劑型新藥如GranPath止吐貼片、PMR(抗血栓)藥為主,而長期目標則是開發新藥如DBPR108(降血糖)pCBB7(抗代謝),創造國際聯盟的優勢。由於基亞和健亞兩家新藥公司都有營收貢獻,且都有機會在2014年即有新藥上市,在目前的上櫃價格分別為23元和15元,法人圈認為價格都算偏低,因此,有激勵類股上揚的實力。 另外,KY股的康樂和宜佰康是高獲利股,兩家公司近年年複合成長都有30%以上,全球最大兔子抗體檢驗試劑的宜佰康今年EPS初估有4.5元,該公司已是全球前十大藥廠的策盟夥伴,在未來營運看漲下,預計其掛牌價將是新生力軍中拔頭籌,也是生技類高獲利股的指標。 至於以膠原蛋白為成長動能的雙美,今年前三季獲利年增率逾兩倍,每股稅後盈餘0.94元,該公司在明年展望極佳下,預計將擴建新產能,產能要增加一倍以上。目前雙美除了積極布局兩岸市場外,亦投入牙材和骨材等領域,且積極投入玻尿酸植入劑的研發,預計明年即可拿到藥證,啟動雙引擎的成長力道。 以疫苗為主的國光生技,儘管前三季出現虧損,但隨著冬季來臨流感疫苗施打旺季,虧損將可改善,明年起銷歐營收貢獻將較目前跳增四、五倍,有機會轉虧為盈,未來營運有想像空間。

諾華於南台灣醫學中心….

成大醫院與諾華製藥集團攜手合作 克服更多疾病嘉惠更多病人 2011/11/17 【台南訊】致力提昇醫療研究水準、發展癌症醫學,成大醫 院與全球醫療保健龍頭的諾華製藥集團簽訂臨床研究發展合 作協議書,針對多項癌症及心血管新藥進行臨床試驗及轉譯 研究,並在各種疾病預防、治療以及早期新藥的研發上挹注 雙方資源,期盼因雙方的進一步合作,攜手克服更多疾病, 嘉惠更多病人。諾華製藥集團執全球生醫製藥之牛耳,成大是諾華在南台灣 第一家簽訂臨床研究發展合作協議書的醫學中心,針對多項 癌症及心血管新藥進行臨床試驗及轉譯研究,並在各種疾病 預防和治療以及新藥的研發上注入雙方資源,目前已有多項 癌症和心血管疾病新藥物的臨床試驗正在成大醫院進行中, 希望提供民眾另一可能的疾病治療計畫選擇,增進疾病治療 的機會率。成大醫院院長林炳文指出,成大醫院長期致力臨床研究、醫 療器材研發、癌症診斷及治療、及癌症、心血管、肝炎等臨 床試驗四大主題,於2010年啟用門診臨床研究中心暨癌症中 心大樓,並獲得衛生署補助「建置癌症卓越研究體系計畫」 及「綜合級卓越臨床試驗中心計畫」二大計畫,目前除已大 規模投注研究設備及人力外,與國家衛生研究院癌症研究所 的臨床合作也更臻成熟的同時,期盼將臨床研究與臨床服務 合而為一,成為南部臨床試驗與研究重鎮。他說,此次透過與諾華公司的合作,攜手發展臨床試驗與研 究加速未來應用於臨床治療,將為南部民眾創造更具優質化 及多元化醫學中心,提供預防、診斷、治療全方位醫療服務

台灣藥廠的日本佈局!!

醫改戰線拉長 台廠攻略日本2011-11-21 工商時報  新醫改政策推動日本政府積極拓展學名藥應用,預計在2012年使用率將提高至30%,預期國內藥廠前進日本,亦將由過去代工的領域延伸至進口,搶賺千億商機。 而為分食該千億商機的醫藥大餅,至少已有南光、中化、杏輝等17家生醫公司接受日本厚生勞働省(MHLW)實地查核,而台灣醣聯則是授權大塚製藥,並和三菱集團結盟興建蛋白質藥廠。據了解,為降低醫療支出,美國、中國合計在5年內將創造高達30兆醫改商機,美國更在今年11加入PIC/S GMP組織後,採用PIC/S GMP的標準,希望能與歐盟接軌,而日本也有跟進動作,目前台灣也積極申請加入PIC/S會員國行列,因此,國內已獲PIC/S認證的藥廠,將是未來美、日釋單的大贏家。 10月間日本醫藥品醫療器材機構和(PMDA)和日本醫藥食品保證醫療機構也與國內藥廠進行研討,藥技中心分析,日本對「高致敏性」需求較強勁,高致敏性藥品包括:荷爾蒙、抗生素、頭孢子菌素及抗癌用藥。由於該類藥品容易造成交叉汙染,因此需設立獨立廠房,而PIC/S 就符合該規定,目前台灣高致敏性藥品在國內市場一年銷售額在400億元以上,而日本則高達好幾倍。曾參加研討會的健亞湖口廠廠長張世恆表示,隨著日本在2011~2013年也有不少主要專利過期的藥品將到期,未來將帶給學名藥廠不錯的商機。 另外,口崩錠(ODT)更是老人化嚴重的日本歡迎的藥物劑型技術。張世恆說,ODT是少量用在OTC和處方用藥的藥物劑型技術。使用ODT可將傳統藥物在不用再喝水情況下於嘴中利用唾液迅速崩解後被咽下,就不用再喝水,將是未來的趨勢。 積極進軍日本的國內藥廠,目前還是以代工為主,中化、杏輝都分別與日本小野、味之素藥品(AJP)、武田製藥、鹽野義製藥、第一三共、藤澤、大東等藥廠維持不錯的關係,而蘇州中化和台灣微脂體則打進日本最大通路商調劑製藥的行列,國鼎則是切入保健食品領域,永信是與WAKAMOTO合資搶進學名藥市場。至於相當被看好的針劑市場,南光董事長陳立賢表示,該公司預充式針筒食鹽水注劑已獲日本客戶下單,而注射膝蓋潤滑用的玻尿酸針劑也成功打進日本前3大玻尿酸廠商,明年將有機會取得代工訂單。 健亞總經理陳正則表示,該公司將與第一三共策盟,開發C肝用藥,並將進軍眼藥水市場。

台耀營運調整 提升醫療原料藥!!

台耀本季營收 衝新高 2011/11/21 經濟日報】台耀18日股價以76.7元作收,下跌2.4元;該公司今年前三季稅後純益約1.77億元,每股稅後純益為2.69元。法人表示,台耀因第三季認列匯兌收益,挹注營運近3,000萬元,登上了原料藥族群獲利王寶座,一洗第二季因出貨延遲的陰霾。 台耀目前的兩大領域產品為防曬系列活性成分及原料藥,其中防曬系列活性成分仍占公司營收比重逾六成,主要供貨給荷蘭最大防曬原料供應藥廠DSM。此外,由於該公司今年開始調整庫存水位,明年下單間距將縮短,出貨成長率轉趨保守。 法人表示,荷蘭DSM是全球主要防曬原料供應商,主要客戶包括前幾大化妝品牌如資生堂、香奈兒等;該公司對台耀下單狀況,明年應可保有5%的成長空間。台耀積極拓展的原料藥部分,目前營收占比35%,目標第四季營收占比可拉高到四成,年底前也將維持不墜,該公司第四季季營收可望有上攀到7.5億元,將有連二季創單季新高紀錄。 法人表示,近期台耀積極調整公司產品占營運比例,將把醫療用原料藥,包括維他命D衍生物等調高比重達五成左右,明年起防曬系列活性成分營收占比也將逐漸調降,有助於該公司整體營運。 台耀表示,過去公司每年營收貢獻都有15%左右成長,明年由於景氣影響,可能轉趨保守,不過至少也會有10%水準。而新產能方面,台耀新廠第一階段產能預計在明年第三季投產,第二階段落在2013年,其中第一階段投產的產能中,約七到八成生產降膽固醇及磷酸鹽吸收劑等產品,預計相關產品產量將較目前至少增加20倍。