谭勇品读医药风云
E药经理人读书谭勇品读医药风云
| Publishes | Daily | Episodes | 1429 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Business NewsSociety & CultureNewsPhilosophy |
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Latest Episodes
常州四药，这家近50年的老牌药企，正在寻求“救命稻草”。
4月14日，金陵药业一则公告悄然流出：公司获悉常州四药拟征集战略投资人，有意收购其100%股权，并已收到对方回复函。公告次日，金陵药业股价直线涨停。
常州四药从上世纪70年代的一家街道小厂发展而来，几乎与中国医药工业的改革步伐同步生长。它曾靠多款国内首创药物风光一时，年销售额一度攀至26亿元。这样一家走过近半个世纪、曾红极一时的老牌药企，如今却走向“卖身”的结局。
这反转剧本看似意外，却也是众多老牌仿制药企在行业巨变下的集体缩影。常州四药... more
如果说传统业务承压是华海药业眼前的“危”，那创新药的布局则是决定其未来的“机”。只是，“转机”能否在“危机”全面爆发之前兑现，目前仍是未知数。
华海药业的创新药业务几乎全部聚焦在子公司华奥泰身上。
2013年9月，华奥泰生物在上海成立，早期从生物类似药和Me-too类产品切入，随后加速推进Fast-follow研发，再逐步向BIC和FIC迈进。经过十余年持续投入，华奥泰已构建了以双抗、自免、肿瘤为核心的12款创新药管线，在研项目超过20个，其中超过10个项目已进入临床研究阶段。
只是截至目前，该... more
华海算得上是国内原料药转型制剂的先行者之一，2018年之后，受益于带量采购的政策，国内制剂进入快速增长阶段，2024年国内外制剂销售规模合计达57.59亿元，2012-2024年复合增速达24.4%。到2024年，国内制剂业务已经是华海收入贡献最高的板块，占整体收入的46.1%。但成也集采，败也集采。在2025年中报时，华海的制剂收入已经出现了同比下滑11.21%的情况，尽管毛利率维持在71.64%的较高水平，但收入端的萎缩对利润的拖累难以回避。虽然华海在业绩快报中并未公布详细的业务板块收入，但... more
华海药业交出了一份让市场五味杂陈的成绩单。
自2003年上市以来，从未有过年度营收下滑记录的华海，终于撑不住了：2025年全年营收85.86亿元，同比下降10.07%；归母净利润2.67亿元，同比暴跌76.14%；扣非净利润仅剩1.55亿元，同比缩水86.27%。
然而，比2025年营收首次下滑更显尴尬的是，同步披露的2026年一季度业绩预告：虽然归母净利润预增30%-48%，但扣非净利润同比预减42%-60%，增长全靠出售子公司股权“撑场面”。
2024年还站在全年营收95.47亿元，归母净利... more
Reviews
- 一点小建议
主播内容很好，但普通话程度不易听懂。建议使用AI阅读或找个普通话标准的人播音
Apple Podcasts3米粒不吃米
United States9 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #19 |  Hong Kong/Society & Culture/Philosophy |
Apple Podcasts | #56 | China/Society & Culture/Philosophy |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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谭勇品读医药风云 launched 2 years ago and published 1429 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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