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再鼎医药(09688.HK):第二季度产品收入净额1.001亿美元 同比增长45%

格隆汇8月7日丨再鼎医药(09688.HK)发布公吿,2024年第二季度产品收入净额为1.001亿美元,2023年同期为6,890万美元,同比增长45%,按固定汇率计算同比增长47%。这一增长主要是由于衞伟迦于2023年9月上市以及2024年1月纳入中国国家医保药品目录(NRDL)后的销量增加,以及则乐和纽再乐的销售增长。

再鼎医药创始人、董事长兼首席执行官杜莹博士表示:“第二季度,我们实现了出色的商业化增长,保持了审慎的财务支出,并在管线组合的各方面取得了重大进展,这些都突出了我们实现战略目标的能力。衞伟迦的成功体现了重症肌无力患者对安全有效治疗的迫切需求。我们将继续优化资源分配,并重点投资那些有望显著改善人类健康的高价值项目。近期我们通过基于新一代平台的ROR1 ADC ZL-6301进一步拓展了我们的全球肿瘤管线。此外,包括艾加莫德、bemarituzumab、KarXT和我们三款临床阶段全球管线在内的进展,将使我们向着实现五年战略计划目标的方向迈进。”

再鼎医药总裁兼首席运营官Josh Smiley表示:“由于衞伟迦成功的商业化进展,我们第二季度的产品收入净额同比增长45%,按固定汇率计算同比增长了47%。2024年,我们在继续专注推进衞伟迦用于gMG的同时,也将为近期即将上市的若干新产品和新适应证做好准备。我们将努力打造更为强大高效的组织,并通过我们的创新管线,实现显著的营收增长,力争在2025年底前实现盈利。”

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