石藥(01093.HK)回升半成重越10天線 恩必普藥降價料可刺激需求
治療中風藥品「恩必普」將於明年3月起降價逾五成,藍籌股石藥集團(01093.HK)繼昨天跌至7.41元獲承接後,今早跑贏同業,股價重越20天及10天線(7.61元及7.72元),報7.85元,回升半成,成交2,787萬股,涉資2.14億元。
石藥公布,已就治療中風藥品「恩必普」軟膠囊及氯化鈉注射液的醫保支付標準參與國家醫保局談判,兩款產品新醫保支付標準分別定為每粒3.36元人民幣及每支139元人民幣,較目前全國最低售價分別降低55.6%及51.3%,新定價明年3月1日起生效。公司預期售價下調會在一定時期內對該等產品未來收入帶來下降壓力,但同時也會提高產品可負擔性,料刺激需求將帶動銷量增長,一定程度上彌補價格下降對收入帶來影響。同時,本次醫保談判完成也可能加快該等產品醫院准入,並化解其被列入國家和各省市集中帶量採購風險,現階段尚不確定醫保支付標準調整對集團可能產生的影響。
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