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贝达药业的新烦恼:核心研发人员流失 单品独撑业绩

2017-08-29 12:08:46   中国经济网

值得关注的是,王印祥和丁列明同属贝达药业的实际控制人,且在公司权利相当。招股书显示,二人直接及间接持有及控制的公司股份比例合计为37.4471%。此外,两人对公司的经营方针、管理及财务决策(包括对公司高管人员的提名和任免)等方面拥有决定性支配作用,且在董事会、股东大会上意见一直保持一致。

外界尚不清楚王印祥缘何辞职,时代周报记者亦未能联系上其本人予以置评。贝达药业并未详细披露,公告中仅解释为“因个人原因申请辞去相关职务”。

贝达药业称,王印祥承诺离职后继续履行一致行动的协议,并严格按照相关法律、法规及相关承诺管理持有的贝达药业股权。截至此公告日,王印祥直接持有贝达2342.556万股,占总股本的5.84%。

作为中国创新药领域的一面大旗,贝达药业的核心管理团队是外界关注的焦点。随着王印祥的出走,再加上于今年1月离职的贝达药业首席化学家SHAOJINGHU(胡邵京),贝达药业的核心创始人团队已流失2名“千人计划”专家。

此前有报道指出,贝达药业现在创始团队趋于分散,主持完成贝达药业主营药“埃克替尼”的王印祥,工作重心则放在贝达药业旗下公司做其他药品研发。

“这种情况在中国好多企业经常性发生,贝达药业产品结构单一,近几年新品还处于研发或审核状态,上市情况不明。”第三方医药服务体系麦斯康莱创始人史立臣告诉时代周报记者。

值得关注的是,除了王印祥,一同辞职的还有董事YING DU(杜莹)和副总裁徐素兰。按照贝达药业的说法,二人均因个人原因辞职,且属“裸辞”,辞职之后,他们将不再担任公司任何职务。

算上此次辞职的王印祥、杜莹和徐素兰,今年上半年以来,贝达药业共计有7名核心高管辞职。

今年1月,贝达药业原副总裁兼销售总监沈海蛟、首席化学家SHAOJINGHU(胡邵京)相继辞职;2月21日,贝达药业董事孙志鸿辞职;同月,北京新药研发中心副主任、监事胡云雁辞职。

 新品或两年后上市

8月22日,贝达药业上市后的首份半年报如期公布,正如外界所料,其业绩下滑明显。2017年上半年,公司实现营业总收入4.98亿元,同比下降3.94%;实现营业利润1.33亿元,同比下降33.41%;实现归属于上市公司股东的净利润1.37亿元,同比下降35.45%。

对于此次业绩下滑的原因,贝达药业解释称,主要是受国家医保政策和进度影响,公司产品凯美纳降价幅度较大,而产品销售增量还在逐步体现,另外研发投入以及折旧费用增加也造成了一定影响。

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