德琪醫藥-B(06996.HK)全年經調整虧損4.55億元 上市後進展亮眼
格隆匯3月25日丨德琪醫藥-B(06996.HK)公佈2020年度業績，公司現金及銀行結餘31.10億元人民幣(單位下同)，同比增長316.42%，主要由於公司於2020年7月的C輪融資及2020年11月的公司首次公開發售；研發成本3.48億元，同比增長200.24%，主要由於公司向授權合作伙伴支付的款項增加、研發人員擴張及其他臨牀相關費用；公司經調整年內虧損為4.55億元，因可轉換可贖回優先股公允價值發生非現金一次性變動為23.56億元。
上市後4個月內，公司的管線資產取得穩步進展，已於5大亞太地區市場(包括中國內地、韓國、澳大利亞、新加坡及香港)提交了ATG-010(selinexor)的NDA，並在中國內地獲得優先審批，公司預計ATG-010將在2021年第四季度至2020年第一季度陸續獲批上市。同時ATG-010在中國內地已開展治療復發╱難治性多發性骨髓瘤、復發╱難治性瀰漫大B細胞淋巴瘤、非小細胞肺癌、外周T細胞淋巴瘤及NK/T細胞淋巴瘤的臨牀試驗，並提交了治療子宮內膜癌的IND。
公司已建起一條擁有12款腫瘤藥物資產的創新型研發管線，包括6種臨牀藥物和6種臨牀前藥物。公司的獨特性來源於強大的研發能力以及開發創新抗腫瘤療法的戰略方法，採用"組合、互補"的研發策略，最大限度地發揮可相互協同的管線產品的潛力。2020年5月，公司與合作伙伴訂立地區擴張協議，獲得4款藥物在17個亞太市場的開發及商業化權益。同時，公司專注於"自主研發+合作授權"雙引擎戰略，其中，臨牀前產品ATG-101預計將於2021年遞交臨牀試驗申請。通過自主研發及尋求戰略合作，加速德琪的價值創造。
值得一提的是，公司的商業化團隊正在迅速擴展中。商業化領導者John Chin先生、Thomas Karalis先生曾任職於新基，分別負責多款重磅產品的生命週期管理及上市。加入德琪後，John Chin先生和Thomas Karalis先生將分別負責公司在全球的商業佈局及產品在亞太地區的上市。德琪在中國的血液腫瘤事業部負責人於立新先生曾任職於正大天晴，他在中國推動了多款多發性骨髓瘤、淋巴瘤和白血病等血液瘤產品的上市，對中國市場瞭解深入。憑藉專業團隊的加持，德琪產品的商業化值得期待。
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