复旦张江(01349)盘中涨近8%,截至发稿,股价上涨3.13%,现报2.64港元,成交额3436.23万港元。
复旦张江公告称,2024年,盐酸多柔比星脂质体注射液首次被纳入国家集采目录。根据国家组织药品联合采购办公室发布的《关于公布全国药品集中采购(GY-YD2024-2)中选结果的通知》,本次集采的执行期间为各品种各地采购中选结果执行之日起至2027年12月31日。依据本次集采的规则以及市场竞争格局的改变,将导致里葆多的销售策略和销售价格需要在执行期间进行调整。
公告显示,2024年度,该药物销售收入约为人民币2.1亿元,占集团全年销售收入的29%。经公司审慎研究,决定自2025年5月1日起按照各省份对于未中选产品的规则和要求,陆续调整、梯度降低该药物的市场零售价格,相比此前中标价格降价幅度不低于35%。预计价格调整将对公司2025年度及后续执行期间的销售收入产生不利影响,可能导致该药物2025年度出现单产品亏损的风险。
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