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譽衡藥業(002437.SZ):短期內應該不會再佈局生物藥領域
格隆匯 07-04 08:36

格隆匯7月4日丨譽衡藥業(002437.SZ)近期在接待機構調研時表示,譽衡生物研發及銷售投入較大,處於虧損狀態,對公司業績造成較大影響:2023年1-5月,公司已確認投資損失3574萬元,預計全年影響公司淨利潤的金額為-8000至-9000萬元。

國內生物藥行業競爭持續加劇,已有多款PD-1/PD-L1相關產品獲批上市,譽衡生物的賽帕利單抗注射液的優勢不是很突出。鑑於上述因素,公司決定出售持有的譽衡生物全部股權。短期內,公司會繼續夯實現有業務、穩定公司業績並佈局首仿藥及新的具有臨牀價值的、差異化產品,短期內應該不會再佈局生物藥領域。

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