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交银国际内地公布首批鼓励仿制药目录首推石药、药明生物、三生及中生制药
阿思达克 06-26 14:33

交银国际发表报告表示,国家卫健委联合四部委发布《第一批鼓励仿制药品目录建议清单》,主要包括国内专利到期或即将到期,但尚没有企业主动申报、提出注册申请,且临床供应短缺的药品。34个药品中包含艾滋病药物利匹韦林、阿巴卡韦,以及罕见病药物波生坦、曲前列尼尔。

据此前方案,纳入目录的药品将被授予优先审评资格。交银国际认为,首批鼓励仿制药品目录囊括多种重大疾病、罕见病药物,对参与竞争药企的研发、创新能力提出了更高的挑战,差异化的仿制药生产将逐渐成为市场主流。

交银国际称,继续看好拥有创新研发能力,以及丰富新药管线的公司,首推买入石药集团(01093.HK),并推荐药明生物(02269.HK)、三生制药(01530.HK)和中生制药(01177.HK)。(wl/u)

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