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東陽光藥(1558.HK)繼續回落跌近6% 醫保談判糖尿病用藥遭大殺價
格隆匯 11-18 14:14
格隆匯11月18日丨自9月底一路上漲至11月初,一度累漲超40%的東陽光藥(1558.HK)近日持續回落。今日跌勢有所擴大,現報44.2港元,跌5.76%,暫成交1.98億港元,最新總市值198.38億港元。

2019年11月13日,東陽光藥宣佈以20.57億元收購廣東東陽光藥業(關聯企業)目標資產,包括目標產品焦穀氨酸榮格列淨、利拉魯肽及其在中國境內所應附有的全部權益、利益及依法享有的全部權利和應依法承擔的全部義務。
不過,正值醫保價格談判,有消息稱入保藥品價格均有不同程度降低,其中糖尿病藥品降價幅度巨大,而東陽光藥擬收購的這兩款產品均為治療糖尿病用藥。
另外,有數據顯示,在中國公立醫療機構終端,東陽光藥的主要產品集中在全身用抗病毒藥,佔90.13%,糖尿病用藥佔比僅為0.08%。
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