恆瑞醫藥(600276.SH)持續上漲創歷史新高 市值突破4000億 年內累漲106%
格隆匯10月28日丨上週四公佈了三季報的恆瑞醫藥(600276.SH)繼續上漲,半日收報90.53元,漲3.42%,盤中再創歷史新高91.1元,暫成交14.71億元,最新總市值4004億元,為首次突破4000億,該股年內累漲106%。財報顯示,三季度營收69.19億元,同比增47.27%;實現歸母淨利潤13.22億元,同比增31.96%。天風證券最新研報稱,新品預計高增長有效拉動業績,PD-1三大核心適應症納入優先審評:公司超重磅產品PD-1卡瑞利珠單抗於今年5月獲批,7月22日發貨以來估計保持高速增長有效拉動公司業績。此外,預計白蛋白紫杉醇同樣保持較快增長,全年銷售額有望超過15億元。公司的阿比特龍、罌粟乙碘油今年被納入新版醫保常規目錄,吡咯替尼、19K有望納入醫保談判目錄,期待公司創新藥納入醫保後有望迎來進一步放量。
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