爾康製藥(300267.SZ):60個品種納入國家醫保目錄 3個品種退出
格隆匯8月23日丨爾康製藥(300267.SZ)公佈,近日,國家醫療保障局、人力資源社會保障部發布了《關於印發〈國家基本醫療保險、工傷保險和生育保險藥品目錄〉的通知》【醫保發[2019]46號】(“2019年版國家醫保目錄”),現將公司產品在2019年版國家醫保目錄中調整情況公告如下:
在此次2019年版國家醫保目錄中:公司納入目錄的品種有60個,調整國家醫保目錄分類品種有2個,未有新增進入目錄品種,退出目錄品種有3個。
公司共有60個品種納入2019年版國家醫保目錄,其中甲類37個,乙類23個。納入目錄的在產產品主要包括複方甘草片、爐甘石洗劑、氨咖黃敏膠囊、馬來酸氯苯那敏片、阿莫西林膠囊、萘普生膠囊等;維生素B6片、枸櫞酸鉍鉀顆粒醫保分類由乙類調整至甲類。
截至公告日,公司在2019年版國家醫保目錄中調整分類品種維生素B6片、枸櫞酸鉍鉀顆粒與退出品種四環素片、乙酰螺旋黴素片未涉及銷售,該等品種在2019年版國家醫保目錄中的調整對公司的經營業績不會產生影響。
注射用磺苄西林鈉目前是公司在產的成品藥主要產品,2018年實現營業收入約3.28億元,佔公司同期總營業收入的13.93%,實現營業利潤1596.08萬元,佔公司同期營業利潤總額的4.58%,本次被調出2019年版國家醫保目錄,預計注射用磺苄西林鈉收入、利潤會下降,將對公司經營業績產生一定影響。公司將繼續推動成品藥業務領域的轉型,一方面積極調整產品結構,一方面充分挖掘擁有的產業鏈資源優勢,運用多種商業合作模式,構建“原輔料+製劑一體化”商業生態。
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