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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 12:08:54   中国经济网

文/吴绵强

时代周报记者 吴绵强 发自广州

52岁的王印祥(YINXIANG WANG)博士,最终还是没能陪伴贝达药业走得更远。这位贝达药业(300558.SZ)创始人、公司董事长丁列明的铁杆商业伙伴,选择于近日辞去董事、总裁之职,并不再担任公司任何职务。

2003年回国创办贝达有限(贝达药业前身)后,王印祥和丁列明共同组建了贝达药业的研发、生产、销售等经营管理体系。他的突然离职,让外界对贝达研发团队的稳定产生疑问。

“王印祥是公司创始团队成员之一,公司充分尊重王博士离任的个人决定,他所负责的相关工作已与公司副总裁兼研发中心主任王家炳博士进行了良好的交接。”8月25日,谈及王印祥离职对公司的影响,贝达药业在回复时代周报记者的电邮中指出。

头顶“抗癌第一股”的光环,加上海归派研发团队,贝达药业成为资本市场追逐的热门选项。不过,贝达药业长期依靠单品凯美纳“打天下”,在产品研发持续烧钱、新药品上市遥遥无期的情况下,核心的创始人研发成员及高管出走,成为贝达药业正在面临的新考验。

最近,贝达药业披露2017年半年报,公司业绩下滑明显,主要问题是公司的单品凯美纳受制于医保政策降价业绩下滑。有分析指出,按照目前公司在研项目的审批进展,贝达或将面临两年无新药上市的尴尬局面。

半年7名高管离职

2003年初,同在美国阿肯色大学留学的丁列明和王印祥回国创业,在杭州创办了贝达有限并引入专利技术“EGFR 酪氨酸激酶抑制剂”(美国临时专利号 60/308.852),在此基础上自主研发新型抗癌药物。

在以丁列明、王印祥为核心的4位中组部“千人计划”专家带领下,2011年,中国第一个自主研发的小分子靶向抗肿瘤药物埃克替尼(商品名“凯美纳”)正式获批并上市销售。

这款打破欧美跨国药企垄断的产品,是贝达药业发家致富的基础,继而成为中国“创新药”领域新贵,以较高估值奠定市场地位,成功IPO。

除主导并参与唯一核心产品凯美纳的研发,王印祥和丁列明在公司管理上亦有明确分工。招股书称,丁列明负责全面经营管理,研发、市场、销售、生产、质管、财务、行政等。王印祥则具体负责北京新药研发中心的建立和日常运作。

自贝达有限创立起,王印祥和丁列明二人长期担任公司董事,此外丁兼任总裁,2008年8月起至今担任公司董事长,全面主持公司的经营管理工作。

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