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  4月22日,港股创新药板块大涨,截至中午收盘,科济药业等多只个股涨超10%。消息面上,多家港股创新药企近期发布财报,成绩亮眼;部分港股上市药企在研产品取得阶段性突破。

  多家药企在研产品取得阶段性突破

  部分港股上市药企在研产品取得阶段性突破,吸引市场目光。

  4月18日,康方生物宣布,公司独立自主研发的爱达罗®(依若奇单抗,IL-12/IL-23“双靶向”单克隆抗体)获得国家药品监督管理局(NMPA)批准上市,适用于中重度斑块状银屑病成人患者的治疗。

  4月17日,三生制药自主研发、具有全新分子结构的差异化抗PD-1/VEGF双特性抗体获国家药品监督管理局药品审评中心(CDE)突破性治疗药物认定,适应症为一线治疗PD-L1表达阳性的局部晚期或转移性非小细胞肺癌(NSCLC)。

  此外,4月25日至4月30日,美国癌症研究协会(AACR)年会将在芝加哥召开。作为全球规模最大的癌症研究会议之一,AACR年会一直是癌症领域最新研究成果的重要展示平台。近年来,中国创新药在该会议上的影响力持续攀升,今年更是有95家中国药企携超200项新药研究结果亮相,展现出中国创新药研发的强大实力,其中也不乏一些港股药企。

  国金证券认为,创新药企业存在毛利率修复空间,以“丙类目录”为代表的行业政策发布在即,或是板块估值和情绪修复的重要因素。此外,更高的“研发费用率”和“海外收入占比”表明,港股创新药行业的“含新量”更高,同时板块整体净利润增速自2023年上半年以来持续领先于A股,结合盈利前景预测来看,该比较优势有望延续。同时,港股创新药板块在估值层面有“性价比”优势,意味着潜在的估值弹性或更大。

  财报业绩亮眼

  多家港股创新药企近期发布亮眼财报,成为推动创新药板块行情的催化剂。

  3月26日,信达生物公布2024年业绩,公司总收入约94.2亿元,同比增长51.8%;亏损9463.1万元,同比大幅收窄90.8%。公司在年报中提及,公司自上市以来,首次实现Non-IFRS(非国际财务报告准则)利润和EBITDA(税息折旧及摊销前利润)转正的突破,分别为3.32亿元和4.12亿元。

  三生制药3月25日发布2024年业绩显示,公司2024年实现营业收入91.08亿元,比去年同期增长16.5%;归母净利润20.9亿元,同比增长34.9%;经调整的经营性归母净利润23.18亿元,比去年同期增长18.8%。

  中国生物制药3月20日发布年报显示,2024年公司全年营收达288.7亿元,同比增长10.2%,创历史新高;经调整归母净利润达34.6亿元,同比增长33.5%。研发投入带来公司业绩加速兑现。2024年,公司创新产品收入迈过百亿元大关,达到120.6亿元,增长21.9%;创新产品占总收入比例也达到41.8%。2024年,公司共有6款创新产品获批上市,其中包括4个1类创新药。

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