Telmisartan

精彩内容 2025年伊始，华海药业迎来了多个喜讯，新品替米沙坦片获批上市，1类新药HB002.1T注射液和HB0028注射液获批临床。刚过去的2024年，华海药业也是收获满满，拿下27个新产品，在重点省市公立医院终端领跑6个亚类市场，17个热销产品销售大涨。目前，华海药业有16款新药在路上，首个生物药、5个首仿药正在冲刺，2025年有望再创新高峰。 领跑6大品类市场，17个爆款产品销售飞涨 华海药业主要从事多剂型的仿制药、生物药、创新药及特色原料药的研发、生产和销售，已形成了以心血管类、精神障碍类、神经系统类、抗感染类等为主导的产品系列。米内网数据显示，2024年Q1-Q3在重点省市公立医院终端，华海药业在6个火热品类市场成功挤进了TOP20集团（一级，下同）名单，市场优势明显。 2024年Q1-Q3全身用抗真菌药的市场规模在19亿元以上，华海药业排在TOP7集团，公司该类别畅销产品有伏立康唑片和注射用伏立康唑。 2024年Q1-Q3精神兴奋药的市场规模超过26亿元，华海药业排在TOP9集团，销售额增长率为21.22%，公司该类别畅销产品有盐酸帕罗西汀片、盐酸舍曲林片、盐酸多奈哌齐片、草酸艾司西酞普兰片等。 2024年Q1-Q3阻塞性气管疾病用药的销售额超过33亿元，华海药业排在TOP13集团，销售额增长率为44.34%，公司该类别畅销产品有复方甲氧那明胶囊。 2024年Q1-Q3抗癫痫药的销售额超过10亿元，华海药业排在TOP15集团，销售额增长率为78.55%，公司该类别畅销产品有左乙拉西坦片、拉莫三嗪片、左乙拉西坦注射用浓溶液、托吡酯片等。 2024年Q1-Q3高血压用药的销售额超过53亿元，华海药业排在TOP20集团，公司该类别畅销产品有氯沙坦钾片、厄贝沙坦氢氯噻嗪片、厄贝沙坦片、安立生坦片等。 2024年Q1-Q3肌肉松弛药的销售额超过7亿元，华海药业排在TOP20集团，销售额增长率为6.26%，公司该类别畅销产品有罗库溴铵注射液等。 表1：2024年Q1-Q3华海药业TOP20产品中销售正增长的产品来源：米内网重点省市公立医院药品终端竞争格局 在重点省市公立医院终端，华海药业2024年Q1-Q3产品TOP20中有17个产品的销售额有正增长，其中磷酸奥司他韦胶囊（2022年获批）增长了463.17%、注射用伏立康唑（2023年获批）增长了363.58%、左乙拉西坦注射用浓溶液（2022年获批）增长了123.96%。在业绩贡献率方面，复方甲氧那明胶囊、盐酸舍曲林片、磷酸奥司他韦胶囊均提升了超过1%。 2024年拿下27个新品，首款生物药、5个首仿药正冲刺 2025年1月2日，华海药业的替米沙坦片获批上市并视同过评，为公司的高血压用药再添重磅一员。据统计，2024年华海药业共拿下了27个新产品，分布在7个大类（13个亚类），其中糖尿病用药最多占了7个，二甲双胍恩格列净片(Ⅴ)为国内首仿。 表2：华海药业2024年获批的新产品来源：米内网中国申报进度（MED）数据库 华海药业在2024年新开拓了4个亚类市场，非布司他片是公司首款抗痛风制剂，枸橼酸托法替布片是公司首款免疫抑制剂，多巴丝肼片是公司首款抗帕金森氏病药，注射用氯诺昔康是公司首款抗炎药和抗风湿药。 表3：2023年至今华海药业及子公司报产在审的新品来源：米内网中国申报进度（MED）数据库 2023年至今华海药业报产在审的46个新产品中有1个生物药3.3类新药以及45个高端仿制药，涉及10个大类（26个大类）。 阿达木单抗注射液是免疫抑制剂超级大品种，艾伯维的原研产品2023年全球销售额超过140亿美元，该产品有望成为华海药业首个获批的生物药，具有积极意义。 目前市场上的达格列净二甲双胍缓释片(Ⅳ)、布瑞哌唑片、甲磺酸溴隐亭片、甲磺酸沙非胺片仅有进口企业获批，坎地沙坦酯氢氯噻嗪片未有进口或国产获批，华海药业将参与上述5个产品的国内首仿争夺，值得期待。 16款新药火热来袭，2款重磅新药上市可期 2025年1月，华海药业再有1类新药获批临床，HB0028注射液与HB002.1T注射液联合用药治疗晚期实体瘤。资料显示，HB002.1T与HB0028联合用药，一方面可阻断VEGF，另一方面PD-L1/TGF-β双特异性抗体可阻断PD-L1，临床前结果表明，两款1类新药的联合用药对肿瘤的抑制效果优于等剂量的单药，且目前全球尚无同时靶向VEGF、PD-L1及TGF-β三条信号通路的药物上市，市场潜力可期。 图1：华海药业2024年申报临床的新药来源：米内网中国申报进度（MED）数据库 2024年华海药业提交了6个1类新药的临床申请，目前注射用HB0052、HB0046注射液、HB002.1T注射液、HB0028注射液已获批临床。 注射用HB0052是首款以拓扑异构酶抑制剂为载荷，靶向CD73抗原的第三代抗体偶联药物，该ADC分子能同时发挥抗体介导的免疫系统调节功能以及毒性小分子对肿瘤细胞的杀伤功能，具有协同抗肿瘤作用。该新药在2024年4月获得临床批件，同年7月启动晚期实体肿瘤I期临床。 HB0046注射液是一款双特异性抗体，由抗CD39的VHH（重链可变区）片段和抗CD73的单抗连接而成，该双抗具备与CD39和CD73高亲和力，并能有效抑制膜型和可溶型CD39和CD73的酶活，在CD39和CD73的酶活抑制以及ATP（三磷酸腺苷）介导的T细胞增殖抑制方面展现出显著的协同效应。 目前HB0056注射液的临床申请正在审评审批中，资料显示，该新药为重组人源化IgG1型双特异性抗体，同时靶向人胸腺基质淋巴细胞生成素（TSLP）以及白介素11（IL-11）。HB0056能同时阻断IL-11与TSLP信号通路，抑制其生物学活性，同时HB0056可抑制MRC-5细胞（人胚肺成纤维细胞）纤维化相关基因的表达，并在研究过程中体现出双靶点协同增效的作用潜力。 表4：华海药业部分重磅新药的最新情况注：已转让新药不纳入统计来源：公司公告、米内网中国临床试验数据库 1类新药HB0017注射液和2类新药贝伐珠单抗注射液已在III期临床，离报产仅一步之遥，上市可期。HB0017注射液是以白介素-17A（IL-17A）为靶点的单克隆抗体，该新药银屑病适应症的III期临床试验于2024年3月顺利完成了首例受试者入组给药。 2025年1月，华海药业发布公告称，将以公开挂牌的方式转让1.1类新药盐酸羟哌吡酮片的专利权、技术成果等所属权益，拟定的转让交易底价（包括首付款和里程碑付款）为1.1亿元加上市后销售额1.5%（连续支付10年），其中首付款部分6000万元由华海药业享有。华海药业表示此举为了进一步整合公司研发资源，提升公司的研发效率，加快实现研发价值落地，不断提高公司可持续发展能力，促进公司高质量发展。 82个过评产品超亮眼，中标产品快速抢占市场 截至2025年1月15日，华海药业过评（含视同过评）的产品达82个，公司曾在年报中提到要以集采为契机大力拓展国内市场。从4+7城市试点开始，华海药业积极参与化药国采，截至第十批已累计中标产品25个。 表5：华海药业国采中标产品的最新市场情况来源：米内网重点省市公立医院药品终端竞争格局 前九批国采已落地执行，2024年Q1-Q3在重点省市公立医院终端，华海药业已成为了赖诺普利片、盐酸帕罗西汀片、缬沙坦片、阿立哌唑口崩片的龙头企业，已成为氯沙坦钾片、厄贝沙坦氢氯噻嗪片、福辛普利钠片、安立生坦片、盐酸多奈哌齐片、奥氮平口崩片、盐酸舍曲林片、西格列汀二甲双胍片(Ⅱ)的TOP2企业，国采助力中标产品快速放量，华海药业收获颇丰。 2024年启动了第十批国采，中选结果在12月底正式公布，华海药业的中标产品甲磺酸雷沙吉兰片（2024年获批）和西格列汀二甲双胍片(II)（2022年获批）目前在市场上尚未放量，未来潜力可期。 结语 近几年，华海药业的国内制剂业务不断刷新新高度，新品陆续获批逐步拓宽品类市场，在研新药的临床进展也十分顺利，市场地位在快速提升。华海药业的制剂出海也是市场关注的焦点，2024年公司陆续拿下了帕罗西汀缓释片、利伐沙班片、替格瑞洛片、甲磺酸沙芬酰胺片、恩格列净片、卡格列净片、白消安注射液、西格列汀片、恩格列净二甲双胍片、布立西坦片等产品的ANDA文号（含暂时批准），制剂出海头部企业实力依然强劲。 资料来源：公司公告、米内网数据库等注：米内网重点省市公立医院化学药终端竞争格局数据库是以20+省市，近700家样本省市公立医院的化学药采购数据为基础，对化学药全品类进行连续监测的样本省市样本医院数据库；上述销售额以产品在终端的平均零售价计算。数据统计截至2025年1月15日，如有疏漏，欢迎指正！ 本文为原创稿件，转载请注明来源和作者，否则将追究侵权责任。投稿及报料请发邮件到872470254@qq.com稿件要求详询米内微信首页菜单栏商务及内容合作可联系QQ：412539092 【分享、点赞、在看】点一点不失联哦

George Medicines signs exclusive licensing agreement with Bausch Health to commercialize GMRx2 in Canada, Mexico, Columbia and Central America Bausch Health gains exclusive rights to single-pill triple combination therapy for hypertensionGeorge Medicines receives upfront milestone payment and is eligible for regulatory and commercial milestones, and a stepped royalty rate in licensed territoriesGMRx2 has potential to be the only triple combination approved for the treatment of hypertension including initial treatment London, UK, 13 January 2025 – George Medicines, a late-stage biopharmaceutical company focused on addressing significant unmet needs in cardiometabolic disease, has entered into an exclusive licensing and supply agreement with Bausch Health Companies Inc. (NYSE/TSX: BHC) (‘Bausch Health’), a global, diversified pharmaceutical company enriching lives through a relentless drive to deliver better health outcomes, granting Bausch Health exclusive rights to seek regulatory approval of, and to commercialize, GMRx2 in Canada, Mexico, Columbia and Central America. GMRx2, George Medicines’ lead pipeline candidate for the treatment of hypertension including initial treatment, is a proprietary single-pill combination of three best-in-class medicines: telmisartan, amlodipine and indapamide. Developed in ultra-low dose, low-dose, and standard-dose options, it has the potential to be the only triple combination approved for the initial treatment of hypertension. The innovative formulation is designed for optimal efficacy, safety and adherence. With a multi-mechanism approach and at lower dosing than today’s therapies, GMRx2 is designed to deliver the synergistic efficacy benefits of a triple therapy while maintaining tolerability. Under the terms of the licensing agreement, George Medicines receives an upfront milestone payment and is eligible for regulatory and commercial milestone payments, as well as a future recurring revenue stream through a stepped royalty rate on sales of GMRx2 in the licensed territories. In return, Bausch Health is granted a license to exclusively commercialize GMRx2, supplied by George Medicines, in Canada, Mexico, Columbia and Central America. Bausch Health is responsible for seeking regulatory approval of GMRx2, with support from George Medicines. Mark Mallon, Chief Executive Officer of George Medicines, said: “This announcement marks a significant milestone for George Medicines, and in Bausch Health we have secured a strong commercial partner who shares our belief in the potential of GMRx2 to enable more patients to achieve better blood pressure control and improve on current hypertension treatment approaches.” Cees Heiman, Senior Vice President, Europe and Canada, Bausch Health, said: “In Canada, seven and a half million people, about 1 in 4 adults, live with hypertension1, and too many do not have their condition under control. The clinically-proven efficacy of GMRx2 compared to dual combinations, coupled with its good tolerability, have the potential to address key challenges in current hypertension treatment approaches. This partnership with George Medicines underscores our commitment to deliver better health outcomes for patients.” Fernando Zarate, Vice President, Latin America, Bausch Health, said: “GMRx2 is a critical innovation that we believe can meaningfully advance cardiovascular care in Mexico, Colombia and Central America. While prevalence of hypertension remains high in the region, its treatment and control is low2. In GMRx2 we have an opportunity to change that.” Globally, many diagnosed hypertension patients are not currently achieving sufficient blood pressure (BP) control because they are on inadequate therapy, are not receiving the right combination of medicines at the right doses or are not taking their treatment as prescribed. With the latest professional guidelines from the European Society of Cardiology3 recommending lower target BP levels and early use of combination therapy, an effective, low-dose, single-pill triple combination with good tolerability provides an opportunity to significantly advance the management of hypertension. GMRx2 is backed by a comprehensive clinical development program, including two pivotal Phase III studies, published in 2024 in the Journal of the American College of Cardiology4 and The Lancet5, demonstrating GMRx2 significantly reduced BP and improved BP control rates, when compared against dual therapy and against placebo. The triple combination was also investigated in the Nigerian VERONICA trial6, which compared GMRx2 with existing, standard of care and reported better BP lowering and control among those receiving GMRx2. In all trials, tolerability was good, with no increase in withdrawal from treatment due to adverse events. A global trial investigating the potential of GMRx2 for the prevention of stroke in people who have had intracerebral hemorrhage (the most severe type of stroke) is ongoing7. GMRx2 has not received regulatory approval for commercial use in any country. A New Drug Application (NDA) to the US Food and Drug Administration (FDA) seeking US approval of GMRx2 for the treatment for hypertension, including initiation of treatment, is ongoing with a Prescription Drug User Fee Act (PDUFA) goal date of 5 June 2025. Regulatory submissions in other territories are anticipated in 2025. George Medicines is an independent spin-out company from The George Institute for Global Health, one of the world’s leading medical research institutes with a focus on addressing global health inequity. The Company is backed by George Health, the commercial arm of The George Institute, and Brandon Capital, Australia’s leading life sciences venture capital firm. Ends References: Hypertension Canada Annual Report https://hypertension.ca/wp-content/uploads/2024/10/HC-2024-Annual-Report-Final.pdf)Prevalence, Awareness, Treatment, and Control of Hypertension in the Southern Cone of Latin America; Am J Hypertens; doi: 10.1093/ajh/hpw092 https://academic.oup.com/ajh/article/29/12/1343/27082962024 ESC Guidelines for the management of elevated blood pressure and hypertension; European Heart Journal, Volume 45, Issue 38, 7 October 2024, Pages 3912–4018, https://doi.org/10.1093/eurheartj/ehae178Rodgers A, Salam A, Schutte AE, . . .Whelton P. Efficacy and Safety of a Novel Low-Dose Triple Single-Pill Combination Compared With Placebo for Initial Treatment of Hypertension. Journal of the American College of Cardiology. 2024;0(0). doi:10.1016/j.jacc.2024.08.025Efficacy and safety of a novel low-dose triple single-pill combination, compared with dual combinations for treatment of hypertension; The Lancet; doi: 10.1016/S0140-6736(24)01744-6Ojji DB, Salam A, Sani MU, . . .Rodgers A. Low-dose triple-pill vs standard-care protocols for hypertension treatment in Nigeria: a randomized clinical trial. doi:10.1001/jama.2024.18080. JAMA. 2024.10.1001/jama.2024.18080TRIDENT: Triple therapy prevention of Recurrent Intracerebral Disease EveNts Trial https://www.tridentstudy.org/ About George Medicines George Medicines is a late-stage biopharmaceutical company addressing significant unmet need in the treatment of cardiometabolic diseases with innovative combinations of best-in-class existing treatments, designed for optimal efficacy and safety. Combining best-in-class molecules from existing medicines in novel low-dose formulations, George Medicines is developing innovative and proprietary treatments to be more efficacious, safer and accessible than currently available treatment options. These multi-mechanism, single-pill combinations offer the potential to bring significant improvements in clinical outcomes and therapy adherence in patients with cardiometabolic disorders, including hypertension and diabetes, each of which remain the leading causes of premature death and disability worldwide. For more information, please visit www.george-medicines.com. Media contacts ICR Healthcare David Daley, Lindsey Neville, Tom Daniel georgemedicines@icrhealthcare.com; Tel: +44 (0) 203 709 5700