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交銀國際:國家集採的時代已經到來 偏好石藥(1093.HK)和中生製藥(1177.HK)
格隆匯 01-21 17:41

交銀國際發佈報告稱,內地上週公佈第二批國家組織藥品集中採購擬中選結果,32個藥種採購成功,平均降幅53%。

該行稱,石藥集團(1093.HK)的白蛋白紫杉醇以最低價格進入集採,負責11個主要省份的供應;綠葉製藥(2186.HK)的阿卡波糖隨塬研廠商拜耳產品一同進入名單;中生製藥(1177.HK)的阿比特龍以最低競標價入圍,體現公司腫瘤藥領域的強大實力。

該行還表示,相信國家集採的時代已經到來,或推動龍頭藥企逐步實現創新轉型。該行繼續偏好石藥集團和中生製藥,看好其主要產品進入帶量採購後的放量增長和雄厚的研發實力。

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