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復旦張江(688505.SH):鹽酸多柔比星脂質體注射液價格將調整
格隆匯 04-30 17:36

格隆匯4月30日丨復旦張江(688505.SH)公佈,2024年,鹽酸多柔比星脂質體注射液首次被納入國家集採目錄。根據國家組織藥品聯合採購辦公室發佈的《關於公佈全國藥品集中採購(GY-YD2024-2)中選結果的通知》,本次集採的執行期間為各品種各地採購中選結果執行之日起至2027年12月31日。依據本次集採的規則以及市場競爭格局的改變,將導致裏葆多®的銷售策略和銷售價格需要在執行期間進行調整。

經公司審慎研究,決定自2025年5月1日起按照各省份對於未中選產品的規則和要求,陸續調整、梯度降低該藥物的市場零售價格,相比此前中標價格降價幅度不低於35%。

本次價格調整後,預計對裏葆多®2025年第二季度及後續執行期間的銷售收入產生不利影響。鑑於該藥物價格調整及本次集採未中選後銷售量下滑等因素,預計該藥物2025年度銷售收入將同比下降超過50%,從而可能導致該藥物2025年度出現單產品虧損的風險。

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