研報掘金丨華源證券:海思科創新藥管線持續豐富,首予“買入”評級
華源證券研報指出,海思科(002653.SZ)環泊酚快速增長,創新藥管線持續豐富,上半年業績符合市場預期。創新藥快速放量,仿製藥板塊企穩。截止24H1,環泊酚已覆蓋超2,500家醫院,據醫藥魔方放大數據顯示,截止2024 年5 月,環泊酚在靜脈麻醉市場份額已達21.51%,超過丙泊酚、咪唑、右美、瑞馬等同類產品連續兩個月躍居市場份額第一的位置。另外,創新藥在研管線持續豐富,長期穩健增長可期。選取恒瑞醫藥、信立泰、科倫藥業作為可比公司,考慮到環泊酚正在高速增長且未來市場空間較大,在研創新藥不斷豐富,首次覆蓋,給予“買入”評級。
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