异动解读|云顶新耀盘中下跌5.48%,耐赋康专利和解引发独家溢价削弱担忧持续发酵

行情直击
Jun 26

6月26日,云顶新耀盘中下跌5.48%,报22.78港元/股,成交额6341.99万港元,延续前一日跌势。

消息面上,公司于6月24日宣布与海南合瑞制药就耐赋康(布地奈德肠溶胶囊)相关专利达成谅解,海南合瑞已获国家药监局批准的布地奈德肠溶胶囊将获准在中国大陆市场上市,由云顶新耀负责其商业化。耐赋康作为公司核心营收产品,全年销售收入突破14亿元,占公司总收入80%以上。此前公司曾通过广州知识产权法院获得诉前行为保全裁定,如今从对簿公堂转向合作,叠加石药集团布地奈德肠溶胶囊亦已于5月获批,市场对耐赋康独家溢价被削弱的担忧持续升温,股价连续两日承压下行。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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