藍帆醫療(002382.SZ):2023年上半年心腦血管事業部銷售收入同比增長超30%,柏騰™ BA9藥物球囊仍在放量期
格隆匯7月31日丨有投資者向藍帆醫療(002382.SZ)提問,“公司BA9藥物球囊三月份進入集採市場,為何二季度沒有非常明顯放量?不是號稱藥物球囊劃時代產品嗎,是入院掛網不迅速嗎”
藍帆醫療回覆稱,2023年上半年,心腦血管事業部銷售收入相比2022年同期實現超過30%的增長,其中中國市場不僅得益於集採支架的提價,也得益於國內近兩年新獲批的柏騰™優美莫司塗層冠狀動脈球囊擴張導管和BioFreedom®無聚合物藥物塗層冠脈支架的放量增長,在中國市場相比2022年同期增長超過100%,在東南亞及北亞市場則實現超過20%的增長,歐洲及新興市場也實現增長。受限於國內冠脈藥物球囊省級聯盟集採各省實施進度不一,導致集採市場放量有所延後。高值醫療耗材新產品上市放量期一般持續3-5年,達到峯值一般需要5年的時間,目前柏騰™ BA9藥物球囊仍在放量期。
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