港股异动 | 海西新药(02637)涨超10%再创新高 较招股价涨近七成 四款核心仿制药贡献九成收入

智通财经
Nov 12, 2025

智通财经APP获悉,海西新药(02637)午后涨超10%,高见145.9港元,再创上市新高,较招股价86.4港元累涨近70%。截至发稿,涨10.87%,报145.9港元,成交额1671.42万港元。

公开资料显示,海西新药是一家处于商业化阶段的制药公司。截至招股书披露日,海西新药获批上市的仿制药产品有15款,产品组合涵盖了多个治疗领域,包括消化系统、心血管系统、内分泌系统、神经系统等。2021年以来,安必力、瑞安妥、海慧通、赛西福、相继入选国家药品集中采购计划。从2024年的营收情况看,这四款核心仿制药贡献了海西新药超过九成的收入,达到4.25亿元。

值得注意的是,海西新药已布局创新药研发管线。其中,C019199是一种靶向CSF-1R/DDR1/VEGFR2的泛癌种免疫治疗药物,目前针对骨肉瘤、腱鞘巨细胞瘤等适应症处于I/II期临床阶段,计划于2025年下半年启动针对骨肉瘤的III期试验。而HXP056为用于治疗湿性年龄相关性黄斑变性的口服药物,预期将于2025年底完成I期临床试验。

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