雙鷺藥業(002038.SZ):重點產品中進入國家集採的藥品有替莫唑胺、來那度胺、奧硝唑
格隆匯11月13日丨雙鷺藥業(002038.SZ)於2024年11月12日接受特定對象調研時表示,公司重點產品中進入國家集採的藥品有替莫唑胺、來那度胺、奧硝唑,進入省際聯盟及地方集採的藥品有重組人粒細胞刺激因子注射液、胸腺五肽、白介素-2、白介素-11、環孢素等藥品,目前公司的主要品種可能被列入集採的基本都被納入了集採,後續再進入集採的產品大部分為市場佔有率不大以及新獲批的產品,公司將採取以價格換市場或通過集採方式佔據市場的策略,不會再像去年幾個品種集採競價激烈,公司面臨要麼大幅降價、要麼丟失市場的兩難境地。未來集採的影響不再會像去年這樣大。
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