港股異動 | 復星醫藥漲超8%,公司稱爭取多渠道實現新冠藥物“阿茲夫定”可及性
智通財經APP獲悉,復星醫藥早盤高開近12%,截至發稿,現漲超8%,成交額近1億港元。
消息面上,據媒體報道,輝瑞的新冠口服抗病毒藥物Paxlovid(奈瑪特韋/利託那韋片)及國產新冠口服藥阿茲夫定片即將開啓網售。對此,1藥網及復星醫藥均表示,並非網售,而是按照《關於做好新冠肺炎互聯網醫療服務的通知》,明確醫療機構可在線開具治療新冠肺炎相關症狀的處方。復星醫藥表示,公司已與國藥控股、華潤醫藥等國內多家商業夥伴達成戰略合作,充分發揮各自資源優勢,共同提高真實生物阿茲夫定片的全國終端可及性,加速推進渠道網絡覆蓋。
東吳證券認爲,復星醫藥獨家商業化首個國產抗新冠小分子口服藥,將進一步豐富其抗病毒產品線。作爲國產首個獲批的新冠小分子口服藥,阿茲夫定價格和獲批進度具有突出優勢,有望爲復星醫藥帶來較大的業績彈性。與此同時,針對阿茲夫定在海外的商業化拓展有望進一步提升復星醫藥的國際化運營能力和效率。
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