You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
和黃醫藥(00013.HK)料未來兩至三年海外業務快速增長 正留意收購機會
阿思達克 07-29 13:37
和黃醫藥(00013.HK)首席執行官賀雋(Christian Hogg)在中期業績記者會上表示,今年上半年腫瘤/免疫業務收入大幅增長161%至4,290萬美元。其中治療晚期結直腸癌的愛優特((口夫)(口奎)替尼)市場銷售額增長186%,而沃瑞沙(賽沃替尼)早前亦獲中國批準用於治療特定非小細胞肺癌,並於本月正式展開商業化銷售。

公司首席財務官鄭澤鋒提到,隨着陸續有藥物獲批上市,集團今年腫瘤藥物銷售收入指引爲1.1億至1.3億美元,遠高於去年實際銷售的3,020萬美元。而三款已於中國上市的藥物,亦正在歐美及日本等地進行臨牀測試及申請上市,相信未來兩至三年海外業務會快速增長,可帶來新收入來源,有助抵銷部分研發開支,減少公司對財務的需求。

鄭澤鋒稱,公司會收到阿斯利康對沃瑞沙於中國首次銷售的裏程碑付款2,500萬美元,加上完成早前公佈的出售非處方藥業務的收入,及上市集資所得,料公司可用資金會達10億美元。

對於手頭資金充裕,賀雋指正留意及考慮數個收購機會,期望目標能與公司藥物組合有協同且價格合理。而公司今年研發開支料逾3億美元,明年估計處相若水平甚至再稍高。

另外,他表示愛優特已獲納入中國醫保藥品目錄,沃瑞沙亦有資格參與明年的醫保談判,雖然對內地的藥物降價是有憂慮,但公司會作價格談判,其藥物亦確實對病人非常有用,有信心可在其中找到平衡。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account