中金给予石药集团(1093.HK)、威高股份(1066.HK)等“跑赢行业”评级
中金发表研究报告,指国家医保局公布新版目录的常规准入目录,将于2020年1月1日起正式实施,该行认为今次调入调出并重,医保支出结构有望得到优化。
中金指,此次调整中,调入和调出的药品数量均较多,此前公布的重点监控药品目录全部调出医保目录,该行认为此次调整有利于治疗性用药的市场份额提升,优化医保的支出结构,辅助用药的市场将继续萎缩,为创新药和优质仿制药腾出空间。
行业中,该行给予石药集团(1093.HK)
、威高股份(1066.HK)
、国药控股(1099.HK)
、石四药集团(2005.HK)
及中国生物制药(1177.HK)
均为“
跑赢行业
”评级,目标价分别为18.2港元、9.5港元、35.2港元、8.85港元及10.3港元。
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