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里昂:疫情對內地藥企日常營運影響有限
格隆匯 02-04 15:51

里昂報告指,過去兩週中資醫藥股股價明顯回調,投資者或會憂慮在新型肺炎疫情下藥企的日常營運,但根據其與一眾龍頭藥企的會談,是次疫情只對湖北地區有負面影響,該行認為對內地藥企的整體業務影響基本有限。

又指,早前建議投資者在內地第二次集中採購後收集具質素的行業股份,而是次新型肺炎不會改變該行對內地醫藥行業的看法,認為行業增長勢頭仍在,選股順序仍為恆瑞醫藥(600276.SH)、藥明生物(02269.HK) 及康龍化成(03759.HK) 。

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