銀河國際:重申石藥(1093.HK)“增持”評級 目標價為18.6港元
中國銀河國際發佈報告稱,浙江衞健委於2019年10月12日公佈第一批重點監控藥品目錄。在第一批包含20種藥物的國家目錄之上,浙江省級目錄又添加了12種藥品,包括石藥集團(01093.HK)的丁苯酞軟膠囊(品牌名稱:恩必普)和欖香烯注射液(品牌名稱:艾利能)。
該行預測,恩必普膠囊約佔2019年總收入10%,而艾利能將在2019年貢獻不到總收入的1%,因此恩必普膠囊的影響是為關鍵。且由於石藥計劃擴大恩必普膠囊在浙江之中獲分級醫院的覆蓋範圍,恩必普注射劑贏得了浙江省級採購招標,因此預計恩必普注射液在浙江將快速增長。
該行重申石藥集團“增持”評級,並維持盈利預測和目標價不變,目標價為18.6港元。
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