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康辰藥業(603590.SH):即使“密蓋息”進入浙江省集採,集採對“密蓋息”銷售影響無論是有利或不利,均對公司營收不構成重大影響
格隆匯 06-09 08:50

格隆匯6月9日丨有投資者向康辰藥業(603590.SH)提問,“根據《關於報送浙江省公立醫療機構第四批藥品集中帶量採購品種範圍相關採購數據的通知》藥品目錄,其中第13項、15項的鮭降鈣素注射劑、鮭降鈣素吸入劑是否包括公司的產品”

康辰藥業回覆稱,公司也關注到近期傳聞的浙江集採相關信息,公司從以下幾個方面進行回覆:(1)公司產品“密蓋息”,是諾華原研的創新藥產品,是經FDA批准的降鈣素類藥物,產品力好。目前原料藥企業與公司簽訂獨家供應協議,其他企業比較難仿製,具有一定壁壘;若有其他企業的產品做一致性評價,需要用“密蓋息”作為參比製劑;從國家藥品監督管理局藥品審評中心官網顯示,截止目前,沒有鮭降鈣素仿製藥通過一致性評價,因此鮭降鈣素進入國家集採的可能性較小;(2)浙江省集採為地方性、單省份政策,“密蓋息”浙江地區的營業收入佔據“密蓋息”總營業收入比例為8%-9%,公司持有康辰生物的股權73.7%,目前“密蓋息”浙江地區的營業收入佔據公司總營業收入不到3%,即使“密蓋息”進入浙江省集採,集採對“密蓋息”銷售影響無論是有利或不利,均對公司的營業收入不構成重大影響;目前浙江省集採政策文件未正式出台,後續公司將積極跟蹤政策變化情況,我們將一如既往嚴格按照相關法律法規履行信息披露義務,做好投資者交流等各項工作。

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