恆瑞醫藥(600276.SH)續刷新高 年內累漲115%
格隆匯11月14日丨恆瑞醫藥(600276.SH)漲近3%,繼續創歷史新高,年內已累漲115%,最新總市值4158億元。

2019年醫保藥品價格談判進程過半,多家大型藥企的主打品種有望入圍,包括恆瑞醫藥。恆瑞醫藥此前披露的三季報顯示,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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