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醫藥股全線下跌 第三批國家帶量採購箭在弦上
格隆匯 05-28 13:44
格隆匯5月28日丨醫藥股全線下跌,港股市場中,石藥集團大跌超10%,泰凌醫藥跌近7%,中國生物製藥和石四藥集團跌超5%,復星醫藥、華潤醫藥、康哲藥業、三生製藥均跌超4%。A股市場紫鑫藥業跌超4%,中新藥業、葵花葯業等跌超3%,復星醫藥跌近3%。5月15日,國家聯採辦在上海藥事所召開國家帶量採購會議,其會議內容主要涉及第二批國家帶量採購的落地情況和第三批帶量採購的啟動。而網傳消息顯示,第三批集採藥品目錄的統計截至時間到2020年6月底,進度快的話7月份就啟動集採。券商指出,由於帶量採購政策導致很多藥品的降價幅度巨大,可以預計,新一輪帶量採購必將再度陷入價格廝殺。

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