白雲山/華潤醫藥/藥明生物逆升約2% 惟石四藥(02005.HK)失牛熊線
港股扭兩連升今天顯著回吐,恆指受匯控(00005.HK)去年業績遜預期拖累午後曾失守10天線(27,542),低見27,496,守穩20天線(27,468),現造27,583,回吐376點或1.3%;國指回吐1.2%報10,828。
不過,部分獲里昂看好藥股逆市造好,獲里昂升目標價36%至139.69元及給予「買入」評級的藥明生物(02269.HK)繼昨天升至121.3元屢創紀錄高遇壓輕微倒跌後,今天反覆(早段曾低見114.2元)回升,午後股價高見120.2元,現造119.4元,回升2.3%,報成交281萬股。
同獲里昂給予「買入」看14.21元的華潤醫藥(03320.HK)旗下藥品NIP292獲得美國食品藥品監督管理局(FDA)授予治療特發性肺纖維化(IPF)孤兒藥資格。該股高見7.59元,現造7.55元,續升1.9%。此外,子公司將恢復復磷酸氯(口奎)片生產的白雲山(00874.HK)曾一舉重越10天及20天線(26.04元及26.4元),最高見27.2元,現造26.15元,續升1.8%。
不過,藍籌中生製藥(01177.HK)及石藥(01093.HK)低見11.36元及18.92元,現造11.54元及19.02元,續吐1.9%及1.8%,後者股價失守10天線(19.13元)。此外,石四藥(02005.HK)六連跌,今天股價失守牛熊線(6.75元),現造6.7元即市低位,續跌2.5%。
四環醫藥(00460.HK)續吐2.9%報1元,略失10天線(1.01元);三生製藥(01530.HK)跌1.5%報10.78元,略失10天線(10.8元)。
里昂昨天表示,內地推出輔助藥物名單、新版國家藥品報銷清單,以及全國第一批集中採購擴大和第二批集中採購啟動等政策,相信旨在優化公共醫療保健預算,削減昂貴/臨床不必要藥物的公共資源,同時鼓勵創新。基於「4+7」政策中藥品及實施地區數量有限,預計藥品製造公司將保持增長勢頭,且預料分銷商在第四季表現將保持首三季勢頭。
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