Tuesday, March 1, 2022

CStone基石藥業 申請台灣上市 抑制劑RET融合/突變 肺癌、甲狀腺癌


The RET (REaranged during Transfection) proto-oncogene, situated on chromosome sub-band 10q11.2, encodes a receptor tyrosine kinase expressed in tissues and tumors derived from neural crest. RET is a receptor tyrosine kinase involved in cell proliferation, neuronal navigation, cell migration, and cell differentiation. Oncogenic activation can occur via mutation or rearrangement. Germline mutations in RET cause multiple endocrine neoplasia type 2 (MEN 2), an inherited cancer syndrome characterized by medullary thyroid carcinoma, pheochromocytoma, and hyperparathyroidism. Somatic RET mutations have been found in a proportion of sporadic medullary thyroid carcinomas and pheochromocytomas, and are associated with sporadic and radiation-induced papillary thyroid cancer (3-6).Recently novel gene fusions involving the RET tyrosine kinase gene were described in lung adenocarcinomas: KIF5B, CCDC6, and NCOA4 . These fusions are generated by an inversion of the short and long arms of chromosome 10. All the proteins encoded by KIF5B-RET, CCDC6-RET, and NCOA4-RET have coiled-coil domains, inducing constitutive dimerization of the oncoprotein, with abnormal activation of RET kinase function, similarly to the ALK fusions (7,8). RET alterations are found in about 1–2% of unselected lung adenocarcinomas patients, reaching a frequency of about 6% among never-smokers patients, with tumors not-harbouring other known driver mutations (9-11). While the functional consequences and the clinical relevance of RET fusions in lung adenocarcinoma are not fully understood, they are oncogenic in vitro and in vivo. doi: 10.21037/tcr.2017.09.21

基石藥業宣佈普拉替尼用於治療RET融合非小細胞肺癌和RET變異甲狀腺癌的新藥上市申請在中國台灣獲受理 2022217 蘇州2022217 /美通社/ -- 基石藥業(香港聯交所代碼:2616),一家專注於開發及商業化創新腫瘤免疫療法及精準治療藥物的領先生物製藥公司,今日宣佈,選擇性RET抑制劑普拉替尼用於治療轉染重排(RET)基因融合陽性的局部晚期或轉移性非小細胞肺癌(NSCLC)、RET突變的晚期或轉移性甲狀腺髓樣癌(MTC)以及放射性碘難治(如放射性碘適用)的RET融合陽性的晚期或轉移性甲狀腺癌(TC)的新藥上市申請已在中國台灣獲受理。基石藥業首席醫學官楊建新博士表示:「我們高興的看到繼泰時維® 獲批用於攜帶 PDGFRA D842V突變的胃腸道間質瘤患者後,又一款重磅精準藥物普拉替尼成功在中國台灣遞交非小細胞肺癌和甲狀腺癌的上市申請。在全球I/IIARROW臨床研究中,普拉替尼在RET融合陽性的局部晚期或轉移性NSCLCRET突變的晚期或轉移性MTC患者中,表現出優異且持久的療效以及良好的耐受性。我們期待普拉替尼能夠早日在中國台灣獲批上市,惠及更多患者。」此次普拉替尼在中國台灣的新藥上市申請獲受理是基於一項全球I/IIARROW臨床研究,該研究旨在評估普拉替尼在RET融合陽性的非小細胞肺癌、RET突變型甲狀腺髓樣癌和其他RET融合的晚期實體瘤患者中的安全性、耐受性和有效性。20216月美國臨床腫瘤學會(ASCO)年會上公佈了ARROW研究中全球RET融合陽性NSCLC患者的試驗結果。截至2020116日的數據,在接受起始劑量400mg每日一次的療效可評估的RET融合陽性NSCLC患者中,普拉替尼具有持久的臨床獲益。在68例未經系統性治療的患者中,總體緩解率(ORR)為 79%95% CI68%88%)。完全緩解率(CR)為6%10%患者的靶病灶完全消失,74%的患者為部分緩解(PR)。中位緩解持續時間(DOR)尚未達到(95% CI9.0個月,未達到)。在126例既往接受過含鉑化療的患者中,ORR 62%95% CI53%70%)。CR率為4%12%患者的靶病灶完全消失,58%的患者達到PR。中位DOR 22.3個月(95% CI15.1個月,未達到)。截至數據截止日期,共有471例不同瘤種患者入組,最常見的不良事件(AE)是中性粒細胞減少、天冬氨酸氨基轉移酶升高、貧血、白細胞計數減少、丙氨酸氨基轉移酶升高、高血壓、便秘和乏力。20218月《柳葉刀·糖尿病與內分泌學》上發表了ARROW研究中全球RET變異甲狀腺癌患者的試驗結果。截至2020522日,普拉替尼在RET突變的甲狀腺癌患者中顯示出強效而持久的抗腫瘤活性。所有患者接受的起始劑量為400毫克每日一次。55例既往接受過卡博替尼或凡德他尼治療的RET突變MTC患者中,ORR60%95%CI46%73%),中位DOR尚未達到(95%CI15.1個月,不可評估)。在21例未經系統性治療的RET突變MTC患者中,ORR71%95%CI48%89%),中位DOR尚未達到(95%CI:不可評估,不可評估)。在9RET融合陽性甲狀腺癌患者中,ORR89%95%CI52%100%),中位DOR尚未達到(95%CI:不可評估,不可評估)。在142RET變異的甲狀腺癌患者中,最常見的不良事件是貧血、肌肉骨骼疼痛、便秘、天門冬氨酸轉氨酶升高和高血壓。

關於RET融合陽性非小細胞肺癌 近年來肺癌發病率在中國持續增長。根據世界衛生組織國際癌症研究機構(IARC)發佈的2020年全球最新癌症負擔數據,中國在2020年約有82萬新發肺癌病例數,約有 71萬肺癌導致的死亡人數。在男性和女性癌症患者中,肺癌均為癌症相關死亡的主要原因。其中,非小細胞肺癌占肺癌的大多數。在肺癌領域,EGFRALKROS1等驅動基因突變已廣泛普及,針對這些驅動基因的靶向藥物均已獲批上市。RET融合是新近發現的肺癌驅動基因,在非小細胞肺癌中RET融合患者約占1- 2%,常見於不吸煙的年輕人群。

關於RET變異甲狀腺癌 甲狀腺癌是最常見的內分泌惡性腫瘤,近幾年發病率顯著上升。根據世界衛生組織國際癌症研究機構(IARC)發佈的2020年全球最新癌症負擔數據,中國在2020年約有22萬新發甲狀腺癌病例數,其中女性新發病例數約為17[1]。甲狀腺癌發病率位居中國城市地區女性所有惡性腫瘤的第4位。甲狀腺癌在臨床上分為乳頭狀癌、濾泡癌、未分化癌和髓樣癌等多個亞型,不同類型的甲狀腺癌根據其腫瘤特點,治療手段及預後均不相同。RET融合和激活突變是許多癌症類型(包括NSCLC和多種類型的甲狀腺癌)中的關鍵疾病驅動因素。大約10-20%的甲狀腺乳頭狀癌(最常見的甲狀腺癌)患者攜帶RET融合,大約90%的晚期甲狀腺髓樣癌(約占甲狀腺癌的2-5%)患者攜帶RET突變。中國RET突變型甲狀腺髓樣癌患者目前尚無有效的獲批標準治療方案。

關於普拉替尼 普拉替尼是一種口服、每日一次、強效高選擇性RET抑制劑,已獲中國國家藥品監督管理局批准,用於治療既往接受過含鉑化療的轉染重排(RET)基因融合陽性的局部晚期或轉移性非小細胞肺癌(NSCLC)成人患者。普拉替尼針對需要系統性治療的晚期或轉移性RET突變甲狀腺髓樣癌(MTC),以及需要系統性治療且放射性碘難治(如放射性碘適用)的晚期或轉移性RET融合陽性甲狀腺癌的新適應症申請也已經於20214月獲得中國國家藥品監督管理局(NMPA)受理並被納入優先審評。美國食品藥品監督管理局批准其以商品名為GAVRETO上市銷售,三項適應症分別為:用於治療經FDA批准的檢測方法檢測證實為轉移性RET融合陽性NSCLC的成人患者、需要系統性治療的晚期或轉移性RET突變甲狀腺髓樣癌成人和12歲及以上兒童患者,以及需要系統性治療且放射性碘難治(如適用)的晚期或轉移性RET融合陽性甲狀腺癌成人和12歲及以上兒童患者。這些適應症基於ORR  DOR 數據在加速審批途徑下獲得批准。針對這些適應症的持續批准可能取決於確證性試驗中臨床獲益的驗證和描述。歐盟委員會(EC)已授予GAVRETO有條件上市許可,作為一種單一療法,用於治療未接受過RET抑制劑治療的RET融合陽性晚期NSCLC成人患者。普拉替尼在中國、美國、歐洲還未獲批用於其他適應症。普拉替尼旨在選擇性地和有效地靶向致癌性RET突變,包括可能導致治療耐藥的繼發性RET突變。在臨床前研究中,普拉替尼抑制RET的濃度低於其他藥物相關激酶,包括VEGFR2FGFR2JAK2。普拉替尼是一種強效、選擇性RET抑制劑,由基石藥業合作夥伴Blueprint Medicines公司開發。基石藥業與Blueprint Medicines公司達成了獨家合作和許可協議,獲得普拉替尼在大中華地區的獨家開發和商業化權利。Blueprint Medicines和羅氏正在全球(不包括大中華地區)共同開發GAVRETO,用於治療RET突變的NSCLC、甲狀腺癌和其他實體瘤患者。Blueprint Medicines和羅氏集團成員公司基因泰克正在美國共同商業化GAVRETO,羅氏擁有GAVRETO在美國以外(不包括大中華地區)的獨家商業化權利。FDA授予GAVRETO突破性療法認定,用於治療鉑類化療後進展的RET融合陽性NSCLC,以及需要全身治療且尚無替代療法的RET突變陽性甲狀腺髓樣癌。

關於基石藥業 基石藥業(香港聯交所代碼: 2616)是一家生物製藥公司,專注於研究開發及商業化創新腫瘤免疫治療及精準治療藥物,以滿足中國和全球癌症患者的殷切醫療需求。成立於2015年底,基石藥業已集結了一支在新藥研發、臨床研究以及商業運營方面擁有豐富經驗的世界級管理團隊。公司以腫瘤免疫治療聯合療法為核心,建立了一條15種腫瘤候選藥物組成的豐富產品管線。目前,基石藥業已經獲得了六個新藥上市申請的批准。多款後期候選藥物正處於關鍵性臨床試驗或註冊階段。基石藥業的願景是成為享譽全球的生物製藥公司,引領攻克癌症之路。

基石藥業全稱是基石藥業(蘇州)有限公司,英文名為CStone Pharmaceuticals,是一家中國創新型生物製藥公司,主要研究腫瘤免疫藥物和靶向藥物。2015年在英屬開曼群島註冊,2019年在港交所掛牌上市,於新藥研發領域備受矚目,20209月與輝瑞達成規模4.8億美元的戰略合作。在此之前,基石藥業已分別透過第三方,於20192020年分別向台灣食藥署提出IvosidenibAvapritinib兩款藥物的上市申請,獲新藥優先審查資格認定,但目前還未通過。

CStone Pharmaceuticals Announces the Acceptance of New Drug Application (NDA) for Pralsetinib for the Treatment of RET Fusion-Positive Non-Small Cell Lung Cancer (NSCLC) and RET-Altered Thyroid Cancers in Taiwan, China  2022-02-17 SUZHOU, China, Feb. 17, 2022 /PRNewswire/ -- CStone Pharmaceuticals ("CStone", HKEX: 2616), a leading biopharmaceutical company focused on research, development, and commercialization of innovative immuno-oncology therapies and precision medicines, today announced that the Taiwan Food and Drug Administration (TFDA) has confirmed the acceptance of the new drug application (NDA) for pralsetinib for the treatment of rearranged during transfection (RET) fusion-positive locally advanced or metastatic non-small cell lung cancer (NSCLC), advanced or metastatic RET-mutant medullary thyroid cancer (MTC), and advanced or metastatic RET fusion-positive thyroid cancer (TC) who are radioactive iodine-refractory (if radioactive iodine treatment is appropriate). Discovered by CStone's partner Blueprint Medicines, pralsetinib is a potent and selective RET inhibitor. CStone has an exclusive collaboration and license agreement with Blueprint Medicines for the development and commercialization of pralsetinib in Greater China, which encompasses Mainland China, Hong Kong, Macau and Taiwan. Dr. Jason Yang, Chief Medical Officer of CStone, said, "We are very glad that the NDA of another innovative precision medicine, pralsetinib, is accepted in Taiwan, China for the treatment of NSCLC and thyroid cancers, after AYVAKYT® (avapritinib) was approved for the treatment of unresectable or metastatic PDGFRA D842V mutant gastrointestinal stromal tumors last year. In the global phase 1/2 ARROW study, pralsetinib demonstrated robust and durable anti-tumor activity and a generally well-tolerated safety profile in patients with RET fusion-positive locally advanced or metastatic NSCLC and advanced or metastatic RET-altered thyroid cancer. We look forward to the potential approval of pralsetinib in Taiwan, China to help benefit more patients as quickly as possible." The NDA acceptance of pralsetinib in Taiwan, China is based on the global phase 1/2 ARROW study, which is designed to evaluate the safety, tolerability and efficacy of pralsetinib in patients with RET fusion-positive NSCLC, RET-mutant MTC and other advanced solid tumors with RET fusions. Results from the ARROW trial in global patients with RET fusion-positive NSCLC were presented at the 2021 American Society of Clinical Oncology (ASCO) Annual Meeting in June 2021. As of a date cutoff date of November 6, 2020, pralsetinib showed durable clinical benefits in patients with RET fusion-positive NSCLC who had measurable disease at baseline and received a starting dose of 400 mg once daily. In 68 treatment-naïve patients, the overall response rate (ORR) was 79 percent (95% CI: 68%, 88%). The complete response (CR) rate was 6 percent, 10 percent of patients had complete regression of target tumors, and 74 percent of patients had a partial response (PR). The median duration of response (DOR) was not reached (95% CI: 9.0 months, not reached). In 126 patients who previously received platinum-based chemotherapy, the ORR was 62 percent (95% CI: 53%, 70%). The CR rate was 4 percent, 12 percent of patients had complete regression of target tumors, and 58 percent of patients had a PR. The median DOR was 22.3 months (95% CI: 15.1 months, not reached). As of the data cutoff date, a total of 471 patients were enrolled across tumor types with a pralsetinib dose starting at 400 mg once daily. The most common treatment-related adverse events (AEs) reported by investigators were neutropenia, increased aspartate aminotransferase, anemia, decreased white blood cell count, increased alanine aminotransferase, hypertension, constipation and asthenia. Results from the ARROW trial in global patients with RET-altered thyroid cancer were published in The Lancet Diabetes and Endocrinology in August 2021. As of a data cutoff date of May 22, 2020, pralsetinib showed durable anti-tumor activity in patients with RET-altered thyroid cancer who received a starting dose of 400 mg once daily. In 55 patients with RET-mutant MTC previously treated with cabozantinib or vandetanib, the ORR was 60 percent (95% CI: 46%, 73%), and the median DOR was not reached (95% CI: 15.1 months, not estimable). In 21 systemic treatment-naïve patients with RET-mutant MTC, the ORR was 71 percent (95% CI: 48%, 89%), and the median DOR was not reached (95% CI: not estimable, not estimable). In addition, the ORR was 89 percent (95% CI: 52%, 100%) in nine patients with RET fusion-positive thyroid cancer, and the median DOR was not reached (95% CI: not estimable, not estimable). In 142 patients with RET-altered thyroid cancer, the most common AEs were anemia, musculoskeletal pain, constipation, increased aspartate aminotransferase and hypertension.

About RET fusion-positive NSCLC In recent years, China has had rising lung cancer incidence. According to the latest estimates on the global burden of cancer released by International Agency for Research on Cancer (IARC), in 2020, an estimated 0.82 million new lung cancer cases and 0.71 million new lung cancer deaths occurred in China. Among all Chinese cancer patients, lung cancer is the leading cause of cancer-related deaths. NSCLC is the most common type of lung cancer. In lung cancer, there are a number of somatic mutations, including EGFR, ALK, and ROS1, that can be targeted with approved therapies. RET fusions account for 1-2% of NSCLC patients, the majority of whom are non-smokers.

About RET-altered Thyroid Cancer Thyroid cancer is the most common endocrine malignancy with significantly increasing incidence in recent years. According to the latest estimates on the global burden of cancer released by International Agency for Research on Cancer (IARC), in 2020, there were about 220,000 new cases of thyroid cancer and the number of new cases in females reached about 170,000 in China[1]. The incidence of thyroid cancer ranked 4th among all malignant tumors in females in urban areas. Thyroid cancer is clinically divided into multiple subtypes, including papillary, follicular, undifferentiated and medullary. The treatment and prognosis of different types of thyroid cancer vary according to the characteristics of the tumor. RET fusions and mutations are key disease drivers in many cancer types, including NSCLC and several types of thyroid cancer. Approximately 10-20% of patients with papillary thyroid cancer (the most common type of thyroid cancer) carry RET fusions, and approximately 90% of patients with advanced MTC (approximately 2-5% of thyroid cancers) carry RET mutations. There is currently no effective approved standard treatment regimen for patients with RET-mutant MTC in China.

About Pralsetinib Pralsetinib is a once-daily oral targeted therapy approved by the National Medical Products Administration (NMPA) of China under the brand name GAVRETO® for the treatment of adults with locally advanced or metastatic rearranged during transfection (RET) fusion-positive NSCLC after platinum-based chemotherapy. In April 2021, the NMPA of China accepted the supplemental new drug application for pralsetinib with priority review designation for the treatment of patients with advanced or metastatic MTC who require systemic therapy, and advanced or metastatic RET fusion-positive thyroid cancers who require systemic therapy and who are radioactive iodine-refractory (if radioactive iodine is appropriate). GAVRETO is approved by the U.S. Food and Drug Administration (FDA) for the treatment of three indications: adult patients with metastatic RET fusion-positive NSCLC as detected by an FDA approved test, adult and pediatric patients 12 years of age and older with advanced or metastatic RET-mutant MTC, and adult and pediatric patients 12 years of age and older with advanced or metastatic RET fusion-positive thyroid cancer who require systemic therapy and who are radioactive iodine-refractory (if radioactive iodine is appropriate). These indications are approved under accelerated approval based on ORR and DOR. Continued approval for these indications may be contingent upon verification and description of clinical benefit in confirmatory trials. The European Commission (EC) has granted conditional marketing authorization for GAVRETO as a monotherapy for the treatment of adult patients with RET fusion-positive advanced NSCLC not previously treated with a RET inhibitor. Pralsetinib is not approved for the treatment of any other indication in China, U.S. or Europe. Pralsetinib is designed to selectively and potently target oncogenic RET alterations, including secondary RET mutations predicted to drive resistance to treatment. In preclinical studies, pralsetinib inhibited RET at lower concentrations than other pharmacologically relevant kinases, including VEGFR2, FGFR2, and JAK2. Blueprint Medicines and Roche are co-developing GAVRETO globally (excluding Greater China) for the treatment of patients with RET-altered NSCLC, thyroid cancer, and other solid tumors. Blueprint Medicines and Genentech, a member of the Roche Group, are co-commercializing GAVRETO in the U.S., and Roche has exclusive commercialization rights for GAVRETO outside of the U.S. (excluding Greater China). The FDA granted breakthrough therapy designation to pralsetinib for the treatment of RET fusion-positive NSCLC that has progressed following platinum-based chemotherapy and for RET mutation-positive MTC that requires systemic treatment and for which there are no alternative treatments.

About CStone CStone Pharmaceuticals (HKEX: 2616) is a biopharmaceutical company focused on researching, developing, and commercializing innovative immuno-oncology and precision medicines to address the unmet medical needs of cancer patients in China and worldwide. Established in 2015, CStone has assembled a world-class management team with extensive experience in innovative drug development, clinical research, and commercialization. The company has built an oncology-focused pipeline of 15 drug candidates with a strategic emphasis on immuno-oncology combination therapies. Currently, CStone has received six drug approvals. CStone's vision is to become globally recognized as a world-renowned biopharmaceutical company by bringing innovative oncology therapies to cancer patients worldwide.

Monday, February 14, 2022

台睿新藥Selenite解盲/ 興櫃 首檔「跌到熔斷」


台睿敗血症新藥「三期解盲未達標」 股價跳水式下跌 周刊王CTWANT |工商時報鄭郁平[周刊王CTWANT] 興櫃新藥開發公司台睿(65809日晚間召開重大訊息記者會,宣布敗血症新藥瑞克西(Rexis)三期臨床解盲數據,結果未達顯著意義。受利空拖累,股價10日重挫56.94%,開盤7分鐘後就觸發熔斷機制,最低價下探34.2元,較9日均價84.42元「跳水式」下跌近六成。台睿生物科技研發中新藥Rexis用於敗血症三期臨床試驗解盲,結果顯示用藥組與安慰劑組的死亡風險比接近1,未達統計學上意義,次要評估指標也無明顯差異,三期解盲未能達標。台睿10日最低價達34.2元,較9日均價84.42元大跌59.49,最近一筆成交價為36.35元,亦較前日均價重挫56.94%,直接觸發熔斷機制,現已暫停交易,成為興櫃市場首檔「跌到熔斷」之個股

台睿 敗血症藥Selenite: 收330 人(7家醫學中心臨床)


三家新藥臨床試驗入尾聲 年後解盲邁向新里程碑 鉅亨網記者 沈筱禎 台北2022/02/06台灣生技廠新藥歷經多年開發,多項新藥臨床試驗預計農曆春節後公布結果,包括台睿 (6580-TW) 的敗血症用藥、逸達 (6576-TW) 旗下治療 COVID-19 重症 (重度症狀新冠新藥,以及寶齡富錦 (1760-TW) 腎病新藥拿百磷中國臨床試驗等都將進入尾聲,新藥解盲結果將為產業邁向另一里程碑。台睿敗血症用藥 Rexis 三期臨床試驗,已於去年中完成 330 人收案,其合作的 7 家醫學中心同步整理臨床數據中,針對主要指標死亡率與次要指標副作用等進行分析,若解盲結果正向,預計 2023 年取得台灣藥證,並成為全球首個上市的抗敗血病新藥。台睿除了搶攻台灣 12.6 萬名敗血症病患、逾 5 億元商機外,也將進軍美國市場,去年底向美國 FDA 提出臨床試驗申請,預計會從二期臨床試驗開始執行,擬採開放性試驗設計。逸達新成分新藥 FP-025 用於治療 COVID-19 重症急性呼吸窘迫症候群 (ARDS) 第二 / 三期臨床試驗,為加速收案,除了持續在美國多個醫學中心進行外,去年第四季新增中南美洲、印度等受試基地,目標本季底完成招募 99 位受試者。 目前 ARDS 主要療法是透過呼吸器協助病患得到足夠氧氣,逸達指出,新冠新藥完成收案、病患服藥 28 天後可進行主要分析,病患的存活率與是否需要呼吸器成分析指標。寶齡腎病新藥拿百磷已在台灣、美國、日本、歐洲等地區銷售,在中國執行的三期臨床試驗已於去年底完成,預計本季底前解盲,此外,寶齡中國合作夥伴山東威高為中國最大洗腎醫材供應商,市占率高達 9 成,若新藥順利解盲、取證,有望進一步挹注成長動能。

寶齡 併購 正峰 (原料藥廠): 拚供應價格力


寶齡腎病新藥在美分潤倍增,抗原快篩銷售加溫,今年EPS拚破3 202229日【財訊快報/記者何美如報導】寶齡富錦(1760)今年營運將跨步走,除了抗原快篩國內市場熱轉,已拿到不少政府機構、企業訂單,逐步顯現在業績上,腎病新藥拿百磷美國因專利2月到期,權利金不用再分一半給原發明人,每年EPS增加超過1,由於學名藥最快2025年才會上市,未來四年獲利將伴隨市場成長而向上,中國三期臨床也進入收尾,最快本季公布數據。多引擎拉升下,今年EPS拚破3元。防Omicron變異株隱形傳播,全台抗原快篩需求大爆發,寶齡表示,1月下旬起訂單大幅增加,除了南部外,經濟部要求50人以上企業,也拉動需求,不過,公司去年策略性轉向醫療用快篩,也拿下台大醫院的總額標案,需求瞬間爆發讓原料有點吃緊,目前無法完全供應企業及通路需求,工廠已積極趕工,由於政府單位及企業也些入帳時程較長,預估主要營收貢獻可能遞延2~3個月。而腎病新藥拿百磷,寶齡近日公告,拿百磷之利用檸檬酸鐵治療洗腎患者之高血磷症適應症專利權已於2月屆滿。寶齡已將美國、歐洲及日本市場授權給予Akebia,美國市場已獲得高血磷症、缺鐵性貧血症兩大適應症,2019年銷售額1.11億美元、2020年攀升至1.28億美元,2021年進一步往上,2019~2021年平均業績成長12~15%寶齡在美國市場銷售分潤比例為6%,不過,過去幾年因原發明人許博士可分得五成利潤,每年權利金貢獻每股僅一元,但2月起美國專利到期,寶齡不須再把權利金不用再分一半給原發明人,以營收1億餘美元計算,等於貢獻EPS多了1塊多。根據授權夥伴Akebia,拿百磷學名藥已有數家送件申請藥證,但最快20253月才會有藥品上市,也就是至少有四年空窗期,獲利貢獻將伴隨市場成長而向上。寶齡強調,先前併購原料藥廠正峰,就是希望透過製造升級取代海外供應鏈,價格更具競爭力,目標2023年前通過美國FDA的許可。此外,寶齡拿百磷已布局台灣、日本、中國等地區,中國三期臨床試驗已進入收尾階段,最快本季底就會公布數據。日本已拿到高血磷症與缺鐵性貧血症兩項藥證,並在當地申請健保藥價。整體來看,今年獲利主要動能將來自拿百磷的美國銷售利潤提升,台灣醫美市場、藥品市場穩健成長,保健品業績持續跳升,中國醫美業績也在回升中,也規劃上半年推出新產品,法人預估,今年EPS拚破3元。

Sunday, February 13, 2022

(中國藥品代工廠受限) 中裕 捨 藥明生物/ 尋 三星生物


中裕代工廠被列入未經核實實體名單 法人估影響有限 2022-02-09 經濟日報 / 記者周克威/即時報導 中裕(4147)愛滋病新藥Trogarzo的代工廠藥明生物,被美國商務部納入「未經核實」實體名單,美國企業被禁止向其輸出受管制技術或進行業務往來;法人機構表示,中裕去年已提出增列三星生物為生產廠的申請,審查作業有機會在1H22完成,此事件對Trogarzo的供應影響有限。分析師表示,美國商務部將33家中國企業納入「未經核實」實體名單,禁止美國企業向其輸出受管制技術或進行業務往來。其中包含了CDMO 公司-藥明生物。藥明生物表示受影響的是美國出口管制的生物反應器硬件控制器和超濾膜包。中裕的愛滋病新藥Trogarzo是由藥明生物代工生產,不過因藥明生物可提供的產能有限、且之前曾發生產率下降的問題,因此中裕從2019年開始便與三星生物製藥(Samsung Biologics Laboratories, SBL)合作,將Trogarzo的商業化生產放大至15,000L生物反應器。目前已經完成所有製程性能驗證批次生產及相關的安定性試驗,去年8月向FDAEMA 提出增列三星生物製藥為Trogarzo生產廠的申請,審查作業有機會在上半年完成。預估待今年第3季消化完現有庫存後,三星生物生產的Trogarzo即可接替上市,屆時毛利率將會大幅提升。由此推估此次藥明生物被納入「未經核實」實體名單對Trogarzo的供應影響有限。

美商務部列未經核實名單 納入中國33實體 吳寧康採訪 202228 美國商務部7日表示,已將33家中國實體列入所謂的「未經核實」(Unverified List)出口管制清單,要求美國出口商在向這些實體運送貨物之前,要經過更多的程序。商務部表示,由於無法核實這些實體在有關使用美國產品的合法性和可靠性,因而採取這項步驟。這些實體包括上市公司、大學、以及航太與電子產品供應商等。其中,藥明生物技術有限公司在香港上市股票今天暴跌超過25%。這家疫苗成份製造商旗下的兩家子公司,和其他31家中國實體被列入名單之中。藥明生物表示,雖然他們進口受到美國出口管制的製造設備,但華府此舉對他們的業務或對全球的服務沒有影響。藥明生物表示,這次被列入名單主要原因是COVID-19(2019年冠狀病毒疾病)疫情,使得美方官員沒辦法來到中國檢查,因而將公司列入未核實名單。公司遵守所有美國出口管制法規,不會將這些物品再出口或轉售給任何其他實體,而公司律師也計劃和美國商務部進行協商。

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