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《大行報告》花旗:內地醫藥企業反映上海「封城」對次季業務影響可控
花旗發表研究報告指,上海當局日前發佈《上海市工業復產勞動法企業復工法(第一版)》,有666家公司被列入白名單,其中超過20%來自醫療保健行業,包括藥明康德(02359.HK)、君實生物(01877.HK)、復宏漢霖(02696.HK)等,在與受上海封城措施影響的重點企業討論後,認爲首季經營情況正常,次季業務影響可控,但若封城延續至5月以後,則影響將持續擴大。 其中CDMO/CRO(藥物開發和生產合同定製/合同研究組織)及生物科技企業主要人手暫時於廠房內居住,營運維持正常;對藥企臨牀試驗進展影響預期可控,至於當地醫院藥品銷售則可能受到影響,線上銷售仍具彈性。
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