港股异动 | 获券商看好 中国生物制药逆势涨近4%
格隆汇9月2日丨中国生物制药(1177.HK)逆势涨3.77%,报12.1港元,盘中高见12.24港元,暂成交3.13亿港元,最新总市值1523.2亿港元。西南证券研报指,公司上半年业绩符合预期。安罗替尼是公司自主研发的创新VEGFR靶向药,现已纳入国家医保谈判目录,今年上半年销售额超过13亿元,预计年内销售额有望达到30亿元。此外,截止2019年8月27日,公司通过一致性评价的品种共16个,全国领先,在带量采购独家中标变多家中标的大背景下,公司明显获益。而本次医保目录调节,公司包括利多卡因、雷替曲塞等多个独家品种均进入谈判目录,预计进入全国医保后将成为10亿大品种。预计未来三年公司将有72个品种获批上市,其中包括PD-(L)1、仑伐替尼、贝伐珠单抗等在内的至少10个品种峰值销售预计超10亿。因此我们坚定看好公司在行业内的龙头地位以及成长潜力,维持“买入”评级。
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