该行表示，抗肿瘤药物是公司传统优势领域，2023年公司抗肿瘤药物收入达61.69亿元，占比59.7%，2024年上半年公司抗肿瘤药物收入达到44.75亿元，占比68.8%。目前公司在抗肿瘤领域已经形成健康的产品组合和丰富的研发管线：三代EGFRTKI阿美替尼市场份额不断上升，持续放量贡献主要收入；二代Bcr-AblTKI氟马替尼疗效优于伊马替尼，替代趋势明确；后续肿瘤研发管线丰富，涵盖多个潜力靶点，尤其是两款授权GSK的ADC产品，预计将为公司带来持续授权收入。该行看好公司在肿瘤领域持续发力，延续并强化在这一领域的优势地位。Hansoh Pharma (03692) rose more than 3%, as of the press time, rose 2.25%, at HK$19.06, with a turnover of 67.788 million HK dollars.
According to the Wise Wealth APP, Hansoh Pharma (03692) rose more than 3%, as of the press time, rose 2.25%, at HK$19.06, with a turnover of 67.788 million HK dollars.
Minsheng Securities released research reports stating that Hansoh Pharma's innovative transformation has been effective. Since the listing of the first self-innovated Class 1.1 new drug, Meilinda, in 2014, the company has obtained approval for 8 innovative drugs to be listed. From 2020 to 2023, the proportion of the company's innovative drug revenue has rapidly increased, achieving stage-by-stage leaps of 18%-42%-53%-67%. In the first half of 2024, the revenue from innovative drugs and collaborative products totaled 5.032 billion yuan, an increase of approximately 80.6% compared to the same period in 2023, with the proportion of total revenue rising to 77.40%.
The bank stated that anti-tumor drugs are the company's traditional advantage. In 2023, the company's revenue from anti-tumor drugs reached 6.169 billion yuan, accounting for 59.7%. In the first half of 2024, the company's revenue from anti-tumor drugs reached 4.475 billion yuan, accounting for 68.8%. Currently, the company has formed a healthy product portfolio and rich R&D pipeline in the field of anti-tumor. The third-generation EGFRTKI, Aminitinib, continues to increase its market share and contribute significantly to revenue; the second-generation Bcr-AblTKI, Flumatinib, has better efficacy than Imatinib, with a clear trend of substitution; the future tumor R&D pipeline is rich, covering multiple potential targets, especially two ADC products licensed from GSK, which are expected to bring continuous licensing revenue to the company. The bank is bullish on the company's continuous efforts in the field of tumors, maintaining and strengthening its dominant position in this field.
