远大医药:核药增速快 脓毒症STC3141有望成为全球大药

东吴证券
Jun 25

传统业务稳定增长,新赛道贡献高增长:公司主营覆盖核药及心脑血管精准介入、制药科技、生物科技三大板块,近年通过自研+收并购,我们判断核药RDC、脓毒症、眼科等领域有望诞生多款大单品,助力业绩新突破。以钇[Y90]为核心商业化品种,推进RDC 产研一体化:核药需求伴随老龄化及癌症发病率不断提升,推动核药相应的诊断及治疗市场扩容。公司自2018 年起加速核药板块整合,与国际头部企业Telix、ITM、...

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