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研報掘金丨首創證券:維持億帆醫藥“增持”評級,Ryzneuta成功實現向美國市場發貨

首創證券日前研報指出,億帆醫藥Ryzneuta成功實現向美國市場發貨,具有較強利潤釋放潛力。認爲Ryzneuta在美國市場確定較高的市場價格符合合作推廣商、PBM和GPO等各方利益,有利於產品在進入美國市場後銷量的快速提升。公司通過“自研+引進”的方式,持續補充產品管線,2025年1季度獲得拜耳公司拜萬戈及多吉美兩款產品的市場推廣與銷售權益,2025年4月首個麻精類藥品氫溴酸依他佐辛注射液獲批上市;在中成藥領域,公司擁有複方黃黛片、小兒青翹顆粒等14 個獨家中藥醫保產品。該行認爲公司自有製劑產品具有較好的增長潛力和抗風險能力。維持“增持”評級。

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