悦康藥業(688658.SH)：針對《關注函》的事項，申請優化調整銀杏葉提取物注射液產品價格
格隆匯12月30日丨悦康藥業(688658.SH)公佈，關注到國家醫療保障局辦公室下發的《關於對個別藥企虛開發票製造“兩套價格”問題進行關注的函》，引發市場廣泛關注。該“《關注函》”涉及公司產品“銀杏葉提取物注射液”，公司及公司董事會第一時間組織了相關人員對該事項具體情況進行核查，現將情況説明如下：
1、針對《關注函》的事項，公司主動與事發所在地醫療保障局進行了溝通，申請優化調整銀杏葉提取物注射液產品價格，並承諾將該產品全國掛網價格由24.1元/支、18.14元/支（部分省份集採中標價格）統一調整為11.2元/支。同時，公司後續將積極參與國家藥品集採工作。公司始終堅守國家法律法規及醫保政策紅線，秉持合法合規的經營理念，未指導及要求通過經銷商抬高掛網價格、實施不正當營銷行為。公司未來將在各省、自治區、直轄市等醫保局、醫藥集採機構對銀杏葉提取物注射液產品掛網價格進行調整，預計公司將面臨營業收入、毛利率下降等風險。從長遠視角來看，價格降低有利於提升藥品可及性，進而激發終端市場對藥品需求的上揚態勢。價格調整對藥品銷售量的影響具有不確定性，調價對公司業績的影響最終以公司後續披露的定期報吿為準。
2、銀杏葉提取物注射液主要用於腦部、周圍血流循環障礙，包括急慢性腦功能不全及其後遺症、耳/眼部血流及神經障礙、周圍循環障礙疾病。該產品能夠清除體內過多自由基，調整循環系統，改善血液動力學，對組織有保護作用。上市以來公司堅持技術創新和研發投入，2021年、2022年、2023年公司研發投入分別為2.61億元、4.52億元以及4.36億元，佔營業收入的比例分別為5.25%、9.95%以及10.38%。同時，公司積極回報投資者，2020年、2021年、2022年、2023年公司累計實現現金分紅10.92億元（含税）。
3、公司將進一步加強管理，完善價格管理機制，按照公平合理、誠實信用、質價相符原則制定藥品價格，確保銷售過程更加合規。公司將持續加大研發投入，不斷優化產品結構，為患者提供更加個性化、高性價比的治療選擇。未來將以更積極的態度響應醫保局和國家有關部門的號召，積極踐行“藥品質量只有一百分，九十九分等於零”的產品理念，堅持以患者為中心、以臨牀需求為導向，滿足臨牀的可及性和可負擔性，為行業發展和患者的生命救治積極發揮更大的貢獻。
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