大摩内地「4+7」仿制药招标将扩至全国维持中生制药(1177.HK)“增持”评级
摩根士丹利发表报告表示,有指国家医疗保障局于上周五(12日)与数家药企举行会议,对「4+7」(4个直辖市加上7个省会城市)药品集中采购座谈徵求相关意见,「4+7」仿制药或於今年底启动,至2020年上半年落实。
就内地第二轮「4+7」仿制药全国招标将开启,该行指中生制药(01177.HK)旗下有六种药品通过QCE标准,倘若中度降低相关药价下,或可令行业产生数个赢家,指药品定价压力可望获得缓和,即数个行业赢家情境,会优於一个赢家将独取市场的局面。
而大摩表示,予中生制药“增持”投资评级及目标价9.2港元。
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