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方盛製藥(603998.SH):2023年初創新中藥玄七健骨片通過談判首次納入2022版醫保目錄
格隆匯 03-09 14:31

格隆匯3月9日丨方盛製藥(603998.SH)於2023年3月7日接受老虎太平洋基金的調研並表示,上市以來的相當一段時間內,公司實施了同心多元化的發展戰略,但協同效應方面沒有得到發揮,甚至部分投資項目還拖累了整體業績。2021年開始,公司聚焦創新中藥主業,對非主業、無效資產進行了積極處置,加大了對產品營銷與研發的投入力度與強度,2022年取得了較好的成績,後續公司將繼續堅定歸核化的發展戰略,持續優化資產結構。

經過多年的發展,公司已經形成了一個由多個獨家產品或獨家劑型與其他優勢產品組成的產品矩陣,該矩陣涵蓋了中成藥有較為明顯治療優勢的病種,此外,通過不斷補充新近獲批的創新中藥來提升該矩陣的綜合競爭力,這樣的產品矩陣能夠積極響應市場的各類需求,穩定公司業績的基本盤。另一方面,2023年初,創新中藥玄七健骨片通過談判首次納入《2022版醫保目錄》,小兒荊杏止咳顆粒協議期內談判續約也被納入目錄,諸如此類藥品產品力的提升,使得產品矩陣具備了較強的市場競爭力,為公司獲得超行業平均增速奠定堅實基礎。

黨的二十大報吿中明確指出要“促進中醫藥傳承創新發展,推進健康中國建設”,國家對中醫藥產業的扶持力度到了前所未有的高度。在這樣的大背景下,為公司的創新中藥產品提供了非常好的發展機遇,基於創新中藥在有效性與安全性方面的優勢,依託公司成熟的營銷體系與團隊,有望獲得超額收益。

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