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  受集采政策、医保改革等多重因素的持续影响,我国医药行业已进入深度调整期,存量市场竞争愈发激烈。东北制药集团股份有限公司(以下简称“东北制药”)近日披露的2024年年报显示,报告期内公司归母净利润同比增长14.34%,达4.10亿元,经营现金流同比增长29.32%,突破7.59亿元,多项指标均获得持续提升,彰显了公司在复杂市场环境下强大的盈利能力和经营韧性。

  东北制药是我国重要的药品生产与出口基地。拥有400多种化学原料药、医药中间体和制剂产品,主导产品远销全球100多个国家和地区。

  年报显示,收入端方面,东北制药制剂销售充分发挥“原料药+制剂”一体化优势,持续提升产业链产品的市场竞争力,借助集采“以价换量”模式,进一步拉动生产需求,并通过调整优化产品结构,提升高毛利率产品占比;原料销售方面,深挖产品潜力,积极开拓海外市场,2024年公司出口收入同比增长26.30%;成本费用端方面,公司将精细化管理理念融入生产全流程,以工艺精控作为核心切入点,全方位深入挖掘降本点并全力推进技术降本,提升收率和质量,降低能耗,节约费用,有力降低成本。

  基于公司全产业链优势和多板块协同效应,2024年东北制药经营质量稳步提升,发展底盘持续加固,实现营业收入75.03亿元,实现归母净利润4.10亿元,同比增长14.34%;实现扣非净利润3.12亿元,同比增长18.97%;公司经营活动产生的现金流量净额为7.59亿元,同比增长29.32%。

  在持续巩固传统化学药业务的同时,东北制药敏锐捕捉到细胞治疗市场的新机遇,积极布局生物创新药前沿领域,为公司未来长远发展奠定坚实基础。2024年通过对北京鼎成肽源生物技术有限公司(以下简称“鼎成肽源”)70%股权的收购,快速切入特异性细胞免疫治疗技术的研究、产品开发和临床应用业务。

  目前,鼎成肽源已构建TCR-T和CAR-T细胞治疗产品完整的技术平台及产品转化体系,针对胰腺癌、结直肠癌、胃癌、肝癌和脑胶质瘤等疾病,开发了靶向KRAS突变、EGFRvIII、AFP和Claudin18.2等靶点的TCR-T、TCR蛋白药和创新型CAR-T等10余款细胞治疗产品。其中,DCTY1102注射液已获得国家药监局临床试验默示许可。东北制药相关负责人表示,公司对鼎成肽源的研发能力和潜在市场前景充满信心,今年将加快推进相关研发项目,力争实现里程碑式进展。

  (文章来源:证券日报)

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