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白云山/华润医药/药明生物逆升约2% 惟石四药(02005.HK)失牛熊线
阿思达克 02-18 14:25

港股扭两连升今天显着回吐,恒指受汇控(00005.HK)去年业绩逊预期拖累午後曾失守10天线(27,542),低见27,496,守稳20天线(27,468),现造27,583,回吐376点或1.3%;国指回吐1.2%报10,828。

不过,部分获里昂看好药股逆市造好,获里昂升目标价36%至139.69元及给予「买入」评级的药明生物(02269.HK)继昨天升至121.3元屡创纪录高遇压轻微倒跌後,今天反覆(早段曾低见114.2元)回升,午後股价高见120.2元,现造119.4元,回升2.3%,报成交281万股。

同获里昂给予「买入」看14.21元的华润医药(03320.HK)旗下药品NIP292获得美国食品药品监督管理局(FDA)授予治疗特发性肺纤维化(IPF)孤儿药资格。该股高见7.59元,现造7.55元,续升1.9%。此外,子公司将恢复复磷酸氯(口奎)片生产的白云山(00874.HK)曾一举重越10天及20天线(26.04元及26.4元),最高见27.2元,现造26.15元,续升1.8%。

不过,蓝筹中生制药(01177.HK)及石药(01093.HK)低见11.36元及18.92元,现造11.54元及19.02元,续吐1.9%及1.8%,後者股价失守10天线(19.13元)。此外,石四药(02005.HK)六连跌,今天股价失守牛熊线(6.75元),现造6.7元即市低位,续跌2.5%。

四环医药(00460.HK)续吐2.9%报1元,略失10天线(1.01元);三生制药(01530.HK)跌1.5%报10.78元,略失10天线(10.8元)。

里昂昨天表示,内地推出辅助药物名单、新版国家药品报销清单,以及全国第一批集中采购扩大和第二批集中采购启动等政策,相信旨在优化公共医疗保健预算,削减昂贵/临床不必要药物的公共资源,同时鼓励创新。基於「4+7」政策中药品及实施地区数量有限,预计药品制造公司将保持增长势头,且预料分销商在第四季表现将保持首三季势头。

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