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交銀國際內地公布首批鼓勵仿製藥目錄首推石藥、藥明生物、三生及中生製藥
阿思達克 06-26 14:33

交銀國際發表報告表示,國家衛健委聯合四部委發布《第一批鼓勵仿製藥品目錄建議清單》,主要包括國內專利到期或即將到期,但尚沒有企業主動申報、提出註冊申請,且臨床供應短缺的藥品。34個藥品中包含艾滋病藥物利匹韋林、阿巴卡韋,以及罕見病藥物波生坦、曲前列尼爾。

據此前方案,納入目錄的藥品將被授予優先審評資格。交銀國際認為,首批鼓勵仿製藥品目錄囊括多種重大疾病、罕見病藥物,對參與競爭藥企的研發、創新能力提出了更高的挑戰,差異化的仿製藥生產將逐漸成為市場主流。

交銀國際稱,繼續看好擁有創新研發能力,以及豐富新藥管線的公司,首推買入石藥集團(01093.HK),並推薦藥明生物(02269.HK)、三生製藥(01530.HK)和中生製藥(01177.HK)。(wl/u)

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