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野村:中國生物製藥(1177.HK)於下次藥品集中採購牽涉較廣 籲買入
格隆匯 04-19 13:00

野村發表研究報吿指,隨着中國國家醫療保障局發表第五張中國藥品集中採購清單,預期正式的藥品招標將於今年6月或7月開始,亦指是次清單與之前第1-4張清單不同之處為,是次清單包括30個注射式產品,預期未來的藥品集中採購將會有更多注射式產品出現,予中國生物製藥(1177.HK)及恆瑞醫藥買入評級。

野村表示,在各大藥企中,恆瑞醫藥及中國生物製藥在下一次藥品集中採購的參與程度較高,分別有5個及14個產品牽涉其中,但所帶來的財務影響則對恆瑞較大,因相關產品已為恆瑞帶來顯著收入,亦預期創新產品的開發將能抵消部分由藥品集中採購所帶來的損失。

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