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集採對生長激素下手了!長春高新應聲跌停
格隆匯 01-19 12:03

1月19日,長春高新盤中加速下跌,股價最終封死跌停板,報227.6元,成金金額25億元,股價創出自2020年3月份以來的新低。

對於股價突然的閃崩,有網友稱:“看來是有大佬爆倉了,大跌後突然急速下跌,典型的爆倉”,不過,真實性有待考證。

從最新消息面看,廣東省藥品交易中心網站獲悉關於《廣東聯盟雙氯芬酸等藥品集中帶量採購文件》的通知,多款重組人生長激素在集採目錄當中,包括長春高新控股子公司長春金賽藥業的重組人生長激素注射液(國藥準字S20050025)。

本次參與的採購主體為聯盟地區所有公立醫療機構(含軍隊醫療機 構,下同),醫保定點社會辦醫療機構和定點藥店可自願參加。

品種範圍是國家基本醫保藥品目錄 內用量大、採購金額高的276個化學藥品和治療用生物製品。國家基本醫保藥品目錄外的藥品、國家已集採未到期醫保藥 品目錄的劑型或規格、國家醫保談判藥品、國家實行特殊管理的藥品、 通過(含視同通過,下同)一致性評價的仿製藥(截至 2021年11月4日)對應的劑型,不列入本次集採範圍。

其中,長春高新的重組人生長激素也在本次集採行列中,受此影響,長春高新股價跌停 

東莞證券研報稱,公司是生長激素龍頭,國內市場空間大,競爭格局良好。通過上述兩項投資,公司將在新生兒領域和精神神經領域加速發展,增強技術儲備,優化產品結構,提升核心競爭力,推動公司健康可持續發展。預計公司2021年和2022年的每股收益分別為10.12元和13.01元,當前股價對應PE分別為28倍和22倍,維持對公司 " 推薦 " 評級。

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