Thursday, November 17, 2011

健亞廠房通過PIC/S 保藥價!!

健亞 明年營運看俏 2011/11/18 經濟日報】 健亞生技(4130)總經理陳正昨(17)日表示,公司發展特色學名藥及新藥,且廠房皆通過CGMPPICs 藥廠查廠稽核組織)國際認證,在第七次健保藥價調查後,可望獲得藥價優惠。健亞明年營運可望提升。 健亞將於1213正式掛牌上櫃,該公司昨日興櫃參考價17.3元,下跌0.26元;健亞今年前三季稅後純益約3,900萬元,每股稅後純益為0.47元。陳正表示,健亞以發展新藥為主而特色學名藥為輔,雖然是新藥公司但獲利卻逐年成長,截至目前為止,公司已經連續10年保持獲利,明年獲利也可望優於今年。陳正指出,該公司目前廠辦是1997年購買自外商必治妥的GMP工廠,創下國內生技業首例,並於2010年取得國際級的PICs查廠認證;因此,陸續獲得國際大藥廠如羅氏(ROCHE )、亞培(ABOTT)等大廠代工訂單。 值得注意的是,健亞將於12月中旬掛牌上櫃,該公司陸續有幾項新藥進入臨床階段,最快兩年內應可望挹注公司營收。其中,包括止吐貼GranPatch將於2013年完成臨床三期試驗並進行新藥查驗登記。

雙美第二代玻尿酸植入劑年底前獲得中國藥證??!!

五生技廠 搶年底上櫃 生技類股年底前掀起掛牌熱,健亞(4130)、基亞、雙美、KY康樂、宜佰康、等五家公司將成為生技股新兵。其中KY康樂、宜佰康均是海外企業來台上櫃,法人預期將帶動資本市場新熱潮。這五家將掛牌上櫃的生技公司中,基亞將於1123搶下頭香率先上櫃,健亞可望在12月中旬正式上櫃,KY康樂和KY宜佰康也都將在12月底前成為櫃買市場生力軍。 基亞生技已敲定掛牌價為23元,與昨日興櫃早盤最高27.8元來看,價差達20.87%,加上公司大陸佈局遍地開花,利多不斷,掛牌後蜜月可期。此次股票申購共吸引3.59萬件參與,以對外申購1,108張來計算,超額認購32.43倍,因此中籤率為7.7%。基亞目前是為全球肝癌新藥領導廠商,該公司肝癌新藥PI-88正進行第三期臨床,預估2014年產品可望上市,並搶攻全球700億元肝癌藥品市場。此外,獲利良好的健康飲品公司KY康樂,目前也在印尼市場取得兩項清真機能性飲料認證,年成長率兩年內可望突破100%;另外持續擴增大陸通路,除了搶進屈臣氏等900家通路和淘寶網外,年底前也陸續和二、三線城市通路簽訂合作契約。值得一提的是,華人在美國創辦的KY宜佰康,為全球最大的兔單株抗體庫,目前已累積3,000個抗體,該公司擁有全球前20名藥廠有9成客戶,今年上半年每股稅後純益則達2.07元。 另外,雙美近日才通過上櫃審議,該公司今年前三季獲利年增率逾兩倍,每股稅後盈餘0.94元,最快今年底、明年初上櫃。 雙美今年在醫材領域動能強勁;大陸布局方面,也針對第二代玻尿酸植入劑提出申請,若年底前獲得藥證,則可望在明年成為公司營運引擎之一。

Par Pharmaceutical Completes Acquisition Of Anchen

 11/17/2011 (RTTNews) - Par Pharmaceutical Companies, Inc. (PRX: News ) said Thursday that it has completed its acquisition of privately-held Anchen Pharmaceuticals, a specialty pharmaceutical company focused on developing and commercializing extended release and niche generic products. Headquartered in Irvine, California , Anchen is a profitable, fully-integrated pharmaceutical company with five commercialized products, 27 ANDAs on file with the US FDA, five of which are believed to be first-to-file, and about 26 additional products in development. Anchen has about 200 employees and over 72,000 sq. ft. of expandable manufacturing and warehouse facilities with state-of-the-art equipment. The $410 million purchase price was financed with cash on hand and a $350 million term loan.

Tuesday, November 15, 2011

Taiwan-made dental implants competitive

Central News Agency  2011-11-15 Taipei, Nov. 15 (CNA) Taiwan's first dental implant maker, which won a national product award earlier this month, has a competitive advantage in price because of lower costs compared with imported products, a director of the company said Tuesday. The cost of locally made products is half of imported ones, which gives them more competitiveness in the global market, said Liu Ching-chieh, research and development director of Hung Chun Bio-S . Co. said. The firm, which began life as a screw manufacturer, won the eighth National Innovation Award presented by the Institute for Biotechnology and Medicine Industry Nov. 7. The company spent four years and nearly NT$300 million (US$9.9 million) to become a player in the industry, Liu said. The Kaohsiung-based manufacturer now has a nearly 5 percent market share in Taiwan since it entered the market a year ago, where about 250,000 dental implants are used every year. Before the company was able to mass produce its implants, it had to acquire certification from the Department of Health following years of research in collaboration with Taipei Medical University. Taiwan reported a 17 percent-20 percent annual growth in the number of implants used over the past decade, compared with a 25 percent increase in the emerging market in Aisa overall, according to Liu.

99年COPD死亡人數5197人 總醫療花費近兩百億!!

COPD傷肺年奪五千人命 年耗健保兩百億 2011-11-15 【中廣新聞】  慢性阻塞性肺病COPD無法治癒,每年醫療支出近兩百億,奪走超過五千人性命,分析其中九成是吸菸或二手菸暴露造成,有鑑於國內成年男吸菸率是美英加的1.6倍,二手菸暴露近兩成五,世界COPD日前夕,國健局強調,戒菸對預防COPD重要性,疾呼戒菸與避免二手菸暴露是預防與減輕COPD惡化的唯一選擇。統計國內91年到98年間,每年因為慢性阻塞性肺病死亡人數約五千人,到了99年更達到5197人,居當年主要死因第七位,分析當年度健保資料,門診與住院個案超過七十萬人,總醫療花費近兩百億。   國民健康局提醒,每四位吸菸者就有一位罹患COPD,罹病後無法治癒,吸菸越久,對肺部不可逆的傷害也越大,從長期咳嗽、多痰到呼吸困難,末期患者幾乎離開不了呼吸器,嚴重者甚至可能致命,疾呼要預防與治療COPD的第一步就是戒菸。   衛生署衛生教育中心游伯村主任說:「因為COPD90%吸菸有關係,只要不吸菸就不會有罹患COPD風險的一個行為,在世界COPD日前夕,呼籲吸菸的人應該趕快戒菸。」   統計國內成年男性吸菸率在99年下降到35%,不過仍比美英加等先進國家高出一點六倍,儘管成年女性吸菸率為4.1%,不過家庭二手菸暴露卻高達24.9%,衛生署長邱文達呼籲,目前有一千九百多家醫療院所提供門診戒菸服務,同時提供免付費戒菸專線(0800-63-63-63),除了現行菸害防治措施外,國健局也將提出二代戒菸,進一步降低吸菸率,維護全民健康。

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