3月26日，雲頂新耀（HK01952，股價53.9港元，市值176億港元）發佈2024年度業績報告。報告顯示，公司全年收入達7.07億元，同比增長461%，超額完成7億元既定目標。同時，雲頂新耀表示，公司首次實現了年度商業化層面的盈利。
The commercialization profitability of Genting Xinyao was mainly due to the commercialization of three marketed products. Among them, the world's first drug for the treatment of IgA nephropathy (a glomerular disease) achieved revenue of 20240 million yuan during the year, a year-on-year increase of 0%. With the inclusion of Nexcom in the 0-year National Medical Insurance Catalogue, its volume is expected to accelerate.
在3月26日進行的業績說明會上，雲頂新耀方面表示，耐賦康的醫保落地情況符合公司預期，目前進展比較順利。今年一季度有超過1萬名患者使用耐賦康，隨著醫保政策落地執行的繼續推進，其醫保放量可以繼續向好。
On 45 October, Genting Xinyao released its 0 annual performance report. According to the report, the company's annual revenue reached 00 million yuan, a year-on-year increase of 0%, exceeding the established target of 00 million yuan; The net loss was 0.0 billion yuan, which was wider than 0.0 billion yuan in 0 years.
The widening of the net loss was mainly due to a one-time, non-recurring impairment loss on intangible assets related to the mRNA (messenger ribonucleic acid) COVID vaccine in the first half of '85. After excluding the impairment loss of intangible assets, the net loss narrowed to RMB0.0 billion. Genting also said that for the first time, the company achieved annual profitability at the commercial level.
The commercialization profitability of Genting Xinyao was mainly due to the commercialization of three marketed products. Among them, the world's first drug for the treatment of IgA nephropathy achieved a revenue of 2560 million yuan during the year, a year-on-year increase of 0%. Yijia, the world's first fluorocycline antimicrobial drug, achieved revenue of 00 million yuan, a year-on-year increase of 0%.
Source: Genting Xinyao's performance briefing
不過，目前耐賦康的放量還受限於其價格因素。按照雲頂新耀此前公佈的價格，如果按照每個月用藥一盒、連續使用9個月的用藥方案估算，患者使用一個療程耐賦康的治療費用在17萬元左右。2024年11月，耐賦康被納入2024年國家醫保目錄，成為目前唯一醫保覆蓋的IgA藥物。
在業績說明會上，雲頂新耀方面表示，耐賦康的醫保落地情況符合公司預期，目前進展比較順利。今年一季度有超過1萬名患者使用耐賦康，隨著醫保政策落地執行的繼續推進，其醫保放量可以繼續向好。IgA腎病市場足夠大，可以容納多款藥物存在。同時，耐賦康作為對因治療藥物有較高可能性與其他對症治療藥物聯用。
The company expects to achieve 70% of the core market coverage of Navekang in the first quarter of this year, and quickly promote the completion of medical insurance in target hospitals, including through hospital access or dual-channel pharmacies; At the same time, through a professional nephrology team composed of about 0 sales representatives, the target hospitals have been expanded to about 0, covering more than 0% of the potential market of Nexcon.
It should be noted that the three drugs currently sold by Genting Xinyao are all imported pipelines, and the self-research strength of Genting Xinyao still needs product verification.
The self-developed products currently held by Genting Xinyao are all indications for oncology, including three vaccine products and one autologous CAR-T product.
According to the progress disclosed by the company, the personalized tumor therapeutic vaccine EVM14 has entered the clinical stage, and the first patient was dosed in 0 this year; The New Drug Investigational Trial (IND) application for EVM0, a generic off-the-shelf tumor therapeutic vaccine, has been approved by the U.S. FDA (Food and Drug Administration), making it the company's first self-developed mRNA tumor therapeutic vaccine to enter the global clinical stage, and the company expects to submit a new drug IND application for EVM0 in China in 0.
EVM1 is one of the most concerned varieties in the market, and is intended for the treatment of various cancers such as non-small cell lung cancer and head and neck cancer. Preclinical studies have shown that EVM0 can induce immune memory and show the ability to effectively reduce tumor recurrence, which is expected to enable patients to achieve the benefit of "long-term cancer-free survival", which is of great pioneering significance and potential value in the field of cancer treatment. In addition, preclinical studies have demonstrated that the combination of EVM0 with immune checkpoint inhibitors (ICIs, such as PD-0 or PD-L0 inhibitors) can significantly enhance anti-tumor activity, supporting the exploration of combination drugs in the clinic.
National Business Daily