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港股異動 | 醫藥行業迎暖風 貝康醫療-B(2170.HK)漲超8%
格隆匯 10-14 14:40
格隆匯10月14日丨近期帶量採購政策降價温和、醫療器械貸款財政貼息、創新藥新適應症納入醫保簡易續約程序等都為醫藥行業吹來了暖風。今日醫藥器械股全線大漲,其中,貝康醫療-B(2170.HK)漲8.54%報3.05港元,最新市值8億港元。貝康醫療是國內三代試管嬰兒臨牀解決方案提供商,是輔助生殖領域第一家上市的IVD公司,致力於基因科技在生育健康領域的產品研發和臨牀應用,幫助不孕不育的家庭“能生”,讓攜帶遺傳病基因的家庭“優生”。平安證券曾指,輔助生殖項目進入醫保,將推動行業加速發展,下游的醫療服務企業將率先受益。我國輔助生殖用藥市場仍然為進口主導,若未來藥品市場進行集採,則有望推動市場競爭格局重構,從而為國產藥企帶來機會。

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