三生/中生/石药跌逾4%-5% 美银料内地第三轮药品集采采淘汰制将构成较大削价压力
业界关注的内地第三轮药品集中采购规则流出,据报将采取淘汰机制,美银最新报告指,此「突然死亡」式淘汰机制,将令中标药价较原药价大降逾八成,该行认为上述措施会对药价构成更多压力。内地医药生物板块今天跌约1%跑输大市。
本港以两大蓝筹药股中生制药(01177.HK)及石药(01093.HK)沽压最大,股价分别低见10.04元及16.82元,现造10.1元及17.02元,急吐4.9%及5.1%,後者股价创10月中旬以来新低,且成交已增至4,953万股。
石四药(02005.HK)低见5.92元,创约个半月低,现造5.95元,跌2.6%;绿叶制药(02186.HK)低见5.51元,创近四个月低,现造5.57元,跌2.3%;联邦制药(03933.HK)续跌3.1%报4.62元,暂守稳50天线(4.58元);东阳光药(01558.HK)低见38.1元,创近两个月低,现造38.3元,续跌3.2%;三生制药(01530.HK)低见10.66元,创近11个月低,现造10.7元,续跌4.1%
市场关注的内地第三轮药品带量采购座谈会上周五(6日)於上海召开,据《新京报》从多个渠道获悉,新的集采规则中标企业数量将采取淘汰机制,总体上采取「n—1」中标,最多6家中标,最低价中标企业,可以优先选择全国2-3个省,其他中选企业按价格高低轮流选择其余省份。本轮采购药品品种增至35个(前两轮仅25个),共涉及118家企业,品种包括了阿卡波糖、二甲双胍等大品种,除了注射用紫杉醇(白蛋白结合型)外,其余均为口服剂型。查询丁香园Insight数据库发现,二甲双胍缓释剂型竞争最为激烈,0.5g品规通过/视同通过一致性评价企业多达11家,包括中生制药旗下正大天晴、石药欧意药业等,但0.75g品规只有石药集团欧意药业一家。
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