三生制药(1530.HK)涨4.27%受益新医保目录且上半年业绩符合预期
格隆汇8月27日丨上周已公布业绩的三生制药(1530.HK)今日走势较强,半日收报12.7港元,涨4.27%,暂成交5347万港元,最新总市值322亿港元。东海证券称,三生制药上半年营收26.43亿元,同比增21.6%,符合市场预期,核心产品依然占据较大市场份额,优势凸显。另外,8月20日,国家医保局发布2019年《国家医保药品目录》,三生制药的丙酸氟替卡松乳膏新进入常规目录,适用于多种皮肤病。对于潜在谈判进入目录产品,公司授权获得的百泌达(艾塞那肽)、百达扬(艾塞那肽缓释微球)有望通过谈判进入目录,从而带动公司糖尿病产品线的业绩增长。
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