三年逆袭!云顶新耀肾病药一药难求,大股东为何接连减持?

财经下午茶
Aug 10, 2025

光鲜背后,是更多的不确定性近日,一场突然的药品断货潮,让一款此前鲜少被大众提及的肾病药——耐赋康(布地奈德肠溶胶囊)成为市场关注的焦点。这款由云顶新耀引进并商业化的创新药,是国内首个且目前唯一获批用于治疗IgA肾病(一种慢性肾病)的对因药物。在全国多个城市,出现耐赋康大面积断货、患者排队等药的情况。小红书等社交平台上,大量患者发帖询问和交流耐赋康断药情况,或收集和交换部分地区耐赋康恢复供货的信息。...

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