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賽生藥業

業務概覽 專注腫瘤和重症感染領域的生物製藥公司,收入佔比逾八成的自有產品日达仙除獲列入肝癌、胰腺癌及淋巴瘤治療指南,亦適用於治療乙型肝炎以至COVID-19治療。
競爭優勢
  1. 日达仙為中國首個品牌化胸腺法新藥物,就收入而言,2019年市場份額達57.5%
  2. 與日达仙獨家進口商及分銷商國藥集團具有長期穩定合作關係,充分利用其覆蓋全國的分銷網絡(約1,130家三級醫院、約1,250家二級醫院、約720個藥房及約3,560家其他醫療機構)
  3. 線上Go-To-Patient(GTP)平台將銷售範圍從醫院擴展至藥房,2019年通過藥房銷售日达仙的收入於胸腺法新在中國藥房的銷售市場佔有80%以上的主導性市場份額
業務增長 2017至19年收入複合年增長18.7%,因應日达仙與其他新興療法作為聯合療法共同應用的潛力,未來續研發與PD-1或PD-L1抑制劑治療胃癌的潛在聯合用法,以及作為COVID-19疫苗佐劑的治療效果。

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赛生药业

业务概览 专注肿瘤和重症感染领域的生物制药公司,收入占比逾八成的自有产品日达仙除获列入肝癌、胰腺癌及淋巴瘤治疗指南,亦适用于治疗乙型肝炎以至COVID-19治疗。
竞争优势
  1. 日达仙为中国首个品牌化胸腺法新药物,就收入而言,2019年市场份额达57.5%
  2. 与日达仙独家进口商及分销商国药集团具有长期稳定合作关系,充分利用其覆盖全国的分销网络(约1,130家三级医院、约1,250家二级医院、约720个药房及约3,560家其他医疗机构)
  3. 线上Go-To-Patient(GTP)平台将销售范围从医院扩展至药房,2019年通过药房销售日达仙的收入于胸腺法新在中国药房的销售市场占有80%以上的主导性市场份额
业务增长 2017至19年收入复合年增长18.7%,因应日达仙与其他新兴疗法作为联合疗法共同应用的潜力,未来续研发与PD-1或PD-L1抑制剂治疗胃癌的潜在联合用法,以及作为COVID -19疫苗佐剂的治疗效果。

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SciClone Pharmaceutical

Business
Overview
A biopharmaceutical company strategically focus on oncology and severe infection. Proprietary product Zadaxin, which contributes over 80% of the group's revenue, has been listed in the treatment guidelines for the treatment of liver cancer, pancreatic cancer and lymphoma. The drug has also been indicated for the treatment of hepatitis B, and has been listed in the treatment guidelines for the treatment of COVID-19.
Strengths
  1. Zadaxin was the first branded thymalfasin drug in China. In terms of revenue, sales of Zadaxin accounted for 57.5% of the thymalfasin market in China
  2. The group developed stable long term relationship with Sinopharm, which acts as the group's exclusive importer and distributor for Zadaxin in China, and be able to utilize its nationwide distribution network
  3. The online Go-To-Patient ("GTP") platform has successfully extended the group's sales beyond hospitals into pharmacies. In 2019, sales revenue of Zadaxin via pharmacies represented a dominant market share of over 80% in the market of thymalfasin sold via pharmacies in China
Business
Growth
Revenue grew at 18.7% compound annual growth rate from 2017-19.Due to the potential to be used as a combination therapy with other emerging treatments, the group will continue to discover potential combination of Zadaxin with PD-1 or PD-L1 inhibitors for treatment of gastric cancer and to evaluate Zadaxin's therapeutic effect as COVID-19 vaccine adjuvant.

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