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Monday, August 3, 2015

生達/日本住友 將獲 lurasidone台灣藥證, 生泰EPS將衝5元

新藥銷售讚生達業績看俏2015080304:10記者杜蕙蓉/台北報導 生達(1720)本業營運穩定,且與日商大日本住友會社合作的精神科新藥,下半年可望取得台灣藥證,加上轉投資生泰(1777)、生展(8279)成長力看好,法人預期其年度營運仍可延續成長力道EPS將優於去年的2.09。雖然營運表現平穩,不過,生達上周五的除息行情表現牛皮,一直在小黑小紅間整理,終場以29.55元作收,小漲0.15元。生達是國內前三大的學名藥廠,過去以國內處方藥為出貨大宗,近年積極拓展海外市場,透過子公司垂直整合,跨足原料藥、通路及奶粉營養品。該公司上半年因內、外銷沒有重量級藥證到手,累計營收15.9億元,與去年同期相當;其中第二季獲利因有去年度未分配盈餘加徵所得的稅負支出,法人預估,單季EPS0.4元,略低於第一季,上半年每股稅後盈餘在0.981元間。展望下半年,生達除了因傳統營運旺季來臨,表現將優於上半年外,轉投資生泰和生展今年營運表現不錯,也可加持母公司。法人指出,生達今年本業較受矚目的題材是攜手大日本住友會社合作的精神科新藥,該藥在歐美上市銷售優於預期,也讓未來在台灣的銷售備受期待,預期下半年取證後,明年應有不錯的業績貢獻。轉投資中最具指標的是生泰和生展兩家原料藥廠。以化學合成為主的生泰,生達持股股8.26%,目前生達是以資源整合方式,緊隨生泰腳步布局日本市場;而以發酵製程為主的生展,持股則高達56.68%。深耕日本市場有成的生泰,法人初估今年EPS有挑戰5元新高實力。而生展今年獲利可望優於去年,不排除年底前逐步啟動送件申請上櫃計畫。(工商時報)

 

IMPORTANT WARNING: Studies have shown that older adults with dementia (a brain disorder that affects the ability to remember, think clearly, communicate, and perform daily activities and that may cause changes in mood and personality) who take antipsychotics (medications for mental illness) such as lurasidone have an increased chance of death during treatment. Older adults with dementia may also have a greater chance of having a stroke or ministroke during treatment with antipsychotics. Lurasidone is not approved by the Food and Drug Administration (FDA) for the treatment of behavior disorders in older adults with dementia. Talk to the doctor who prescribed this medication if you, a family member, or someone you care for has dementia and is taking lurasidone. For more information visit the FDA website: http://www.fda.gov/Drugs.

 

日本Dainippon Sumitomo Pharma 授權生達: lurasidone

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