高盛发表研报指,石药(01093.HK) 首季业绩表现疲弱,销售额按年下跌22%,成品药销售额下跌27%,相信是由于去年同期基数较高、带量采购及渠道去库存所带来影响,以及恩必普于国家医保目录降价等所拖累。高盛估算,扣除商业开发收入后,石药首季核心盈利按年下跌约45%,不过考虑到管理层专注于提升股东回报,以及今年内或完成三项规模超过50亿美元的产品授权合作交易,预期最坏的时期或已过去。基于业绩及最新...
Source Link高盛发表研报指,石药(01093.HK) 首季业绩表现疲弱,销售额按年下跌22%,成品药销售额下跌27%,相信是由于去年同期基数较高、带量采购及渠道去库存所带来影响,以及恩必普于国家医保目录降价等所拖累。高盛估算,扣除商业开发收入后,石药首季核心盈利按年下跌约45%,不过考虑到管理层专注于提升股东回报,以及今年内或完成三项规模超过50亿美元的产品授权合作交易,预期最坏的时期或已过去。基于业绩及最新...
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