邁克生物(300463.SZ):公司針對所有集採項目均會努力進入A組別
格隆匯8月3日丨有投資者向邁克生物(300463.SZ)提問:安徽省公佈集採品種,包括術前八項、性激素和糖尿病兩項,公司如何解讀這次集採影響啊,有何措施進行應對?
邁克生物回覆:目前安徽省正在邀請一些省份一起參與此次的18個項目的免疫集採,處於公示和邀請階段,我們也會關注並反饋相應意見和建議,特別是包括進口國產、方法學上的政策區分等。此次集採的18個項目中,公司直接化學發光平台涉及17個項目,公司針對所有集採項目均會努力進入A組別,應對策略等需要等到具體政策出台才會相對明確。總體來看公司免疫試劑收入中,傳染病項目佔比較高,而傳染病在部分省區的價格不太一樣,我們現階段認為可參考生化肝功的終端降價幅度,最終降幅以正式文件為準來看具體影響。
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