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摩通:復星醫藥(2196.HK)兩款藥物參與競標 整體影響正面
格隆匯 09-25 11:23

摩根大通發表研究報告,指內地宣佈第二輪仿製藥採購招標,招標將從11個城市擴展到全國。復星醫藥(02196.HK)有兩種藥品參與招標過程,包括Entecavir及Amlodipin,Amlodipin中標,Entecavir則失敗。

該行認為整體而言有利於復星醫藥,並指Entecavir及Amlodipin對公司收入貢獻均很少,而公司這兩種藥物的市佔率均很低,採購招標計畫實施,會令小型企業離開市場,有利公司搶佔市場份額。該行給予復星醫藥“增持”評級,目標價35港元。

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