三生/中生/石藥跌逾4%-5% 美銀料內地第三輪藥品集採採淘汰制將構成較大削價壓力
業界關注的內地第三輪藥品集中採購規則流出,據報將採取淘汰機制,美銀最新報告指,此「突然死亡」式淘汰機制,將令中標藥價較原藥價大降逾八成,該行認為上述措施會對藥價構成更多壓力。內地醫藥生物板塊今天跌約1%跑輸大市。
本港以兩大藍籌藥股中生製藥(01177.HK)及石藥(01093.HK)沽壓最大,股價分別低見10.04元及16.82元,現造10.1元及17.02元,急吐4.9%及5.1%,後者股價創10月中旬以來新低,且成交已增至4,953萬股。
石四藥(02005.HK)低見5.92元,創約個半月低,現造5.95元,跌2.6%;綠葉製藥(02186.HK)低見5.51元,創近四個月低,現造5.57元,跌2.3%;聯邦制藥(03933.HK)續跌3.1%報4.62元,暫守穩50天線(4.58元);東陽光藥(01558.HK)低見38.1元,創近兩個月低,現造38.3元,續跌3.2%;三生製藥(01530.HK)低見10.66元,創近11個月低,現造10.7元,續跌4.1%
市場關注的內地第三輪藥品帶量採購座談會上周五(6日)於上海召開,據《新京報》從多個渠道獲悉,新的集採規則中標企業數量將採取淘汰機制,總體上採取「n—1」中標,最多6家中標,最低價中標企業,可以優先選擇全國2-3個省,其他中選企業按價格高低輪流選擇其餘省份。本輪採購藥品品種增至35個(前兩輪僅25個),共涉及118家企業,品種包括了阿卡波糖、二甲雙胍等大品種,除了注射用紫杉醇(白蛋白結合型)外,其餘均為口服劑型。查詢丁香園Insight數據庫發現,二甲雙胍緩釋劑型競爭最為激烈,0.5g品規通過/視同通過一致性評價企業多達11家,包括中生製藥旗下正大天晴、石藥歐意藥業等,但0.75g品規只有石藥集團歐意藥業一家。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.