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贝达药业上市后不淡定了 所谓的单一产品是魔咒?

2017-09-25 08:56:53   中国经济网

贝达药业的核心单品凯美纳已经上市多年,而公司的核心产品始终只有这一个,也难怪凯美纳的价格波动会大大影响公司业绩。至于新药,最快也要2019年才能上市

《投资者报》记者 向劲静

顶着“抗癌第一股”光环上市的贝达药业股份有限公司(下称“贝达药业”,300558.SZ),近来的遭遇可谓烦心事不断。

贝达药业近日发布公告称,其创始人、公司董事长丁列明的铁杆商业伙伴王印祥,选择辞去董事、总裁之职,并不再担任公司任何职务。据了解,贝达药业的研发、生产、销售等经营管理体系都是由王印祥和丁列明共同组建。此次王印祥的突然离职,将会对贝达药业研发团队造成怎样的影响?

今年上半年以来,贝达药业共计有7名核心高管离职。此外,贝达药业发布的2017年上半年财报,是其上市以来的首份半年报,也是首次“双降”的成绩单,业绩下降与高管频繁离职有着怎样的关系?

而贝达药业的烦恼不止于此,一直靠着单品凯美纳“打天下”,怎么去避免单一产品依赖带来的巨大风险?到底何时才能有新药品出现?就此类问题,《投资者报》记者采访到贝达药业证券部相关人士,并得到比较详细的回复。

高管离职频繁显现

自贝达药业创立以来,王印祥和丁列明就一直担任公司的董事,两人除了主导凯美纳这一核心产品以外,在工作上的分工也很明确。根据贝达药业此前的招股说明书显示,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。

其中,丁列明自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。而王印祥则从2010年4月起,担任公司总裁,主要负责技术研发工作,直至此次递交辞职报告。王印祥此次属于中途离职,任期并未届满,原定任期为2016年8月20日至2019年8月19日。

引人关注的是,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37.4%。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、股东大会上一直保持一致意见。

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2342万股,占总股本的5.8%。

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