该行续指，公司在研发及生产层面均具备将地舒单抗生物类似药推向欧美核心市场的能力，计划待地舒单抗国际三期完成将在欧、美、日发达市场进行授权合作，近期内公司业务拓展至海外市场可预期。考虑到公司背靠绿叶制药的优秀资源，生物类似药国内市场不断拓品种+放量，欧美市场进入临床研究后期，创新药板块具备若干差异化品种，已落地的多项对外授权合作证明了公司的BD能力，Boan Biotech (06955) rose nearly 9%. As of press release, it rose 8.92% to HK$8.3, with a turnover of HK$15.9053 million.
The Zhitong Finance App learned that Boan Biotech (06955) rose nearly 9%. As of press release, it had risen 8.92% to HK$8.3, with a turnover of HK$15.9053 million.
According to a research report released by Zhongtai Securities, Boan Biosimilar products have continued to accumulate and release, with revenue reaching 0.16, 0.52, and 0.62 billion yuan respectively in 2021/2022/2023, and 0.36 billion yuan in the first half of 2024. The company scale effect is beginning to appear. Sales expenses, management expenses rate, and R&D expense ratio (2024H1 R&D expenses decreased by about 40.2 million yuan, mainly due to the increase in R&D investment with deferred development costs in the second half of 2023, more The R&D project progressed to phase III clinical trials and was capitalized as a result) of 40.4%, 6.7%, and 23.6% respectively in the first half of 2024, which was clearly optimized compared to 2023, so the company achieved its first profit in the first half of 2024.
According to the bank, the company has the ability to promote desulumab antibiotics similar to the European and American core markets at both the R&D and production levels. It is planned to complete the third phase of dysulumab International to license cooperation in developed markets in Europe, America, and Japan. It is expected that the company's business will expand into overseas markets in the near future. Considering that the company relies on the excellent resources of Luye Pharmaceuticals, the domestic market for biosimilar drugs continues to expand varieties+volumes, the European and American markets are in the late stages of clinical research, and the innovative drug sector has several differentiated varieties. A number of foreign authorized collaborations that have already been implemented have proven the company's BD capabilities,
