石药(01093.HK)回升半成重越10天线 恩必普药降价料可刺激需求
治疗中风药品「恩必普」将於明年3月起降价逾五成,蓝筹股石药集团(01093.HK)继昨天跌至7.41元获承接後,今早跑赢同业,股价重越20天及10天线(7.61元及7.72元),报7.85元,回升半成,成交2,787万股,涉资2.14亿元。
石药公布,已就治疗中风药品「恩必普」软胶囊及氯化钠注射液的医保支付标准参与国家医保局谈判,两款产品新医保支付标准分别定为每粒3.36元人民币及每支139元人民币,较目前全国最低售价分别降低55.6%及51.3%,新定价明年3月1日起生效。公司预期售价下调会在一定时期内对该等产品未来收入带来下降压力,但同时也会提高产品可负担性,料刺激需求将带动销量增长,一定程度上弥补价格下降对收入带来影响。同时,本次医保谈判完成也可能加快该等产品医院准入,并化解其被列入国家和各省市集中带量采购风险,现阶段尚不确定医保支付标准调整对集团可能产生的影响。
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