《大行》海通国际轻微上调康哲药业(00867.HK)目标价至9.96元集采影响基本消化

阿斯达克财经08-20

海通国际发表报告指，康哲药业(00867.HK) 受集采影响基本消化。2022至2023年执行的第七批和第八批集采分别涉及黛力新、波依定及优思弗三款原研药。上半年，波依定及优思弗受到第八批集采继续执行的影响，三个国采产品按药品销售收入口径计算，合计收入12.3亿元，跌49.2%，满足了公司对3款产品销售额保留率约为50%的指引。考虑到公司整体收入以及净利润与去年下半年相比均呈现增长趋势，该行认为...

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《大行》海通国际轻微上调康哲药业(00867.HK)目标价至9.96元 集采影响基本消化

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《大行》海通国际轻微上调康哲药业(00867.HK)目标价至9.96元集采影响基本消化