高盛发表研究报告指,科伦博泰-B(06990.HK) 去年下半年收入为11亿元人民币(下同),高于该行及市场预期,主要由授权收入按年增长79%带动,但产品销售按半年跌25%,则逊预期,主要由于核心产品sac-TMT在2025年主要以自费形式销售,患者可及性受限,以及纳入国家医保目录后价格调整的渠道返点影响。管理层预期今年sac-TMT销售将倍增,目标成为医保目录内各个适应症的首选药物,占销售逾...
Source Link高盛发表研究报告指,科伦博泰-B(06990.HK) 去年下半年收入为11亿元人民币(下同),高于该行及市场预期,主要由授权收入按年增长79%带动,但产品销售按半年跌25%,则逊预期,主要由于核心产品sac-TMT在2025年主要以自费形式销售,患者可及性受限,以及纳入国家医保目录后价格调整的渠道返点影响。管理层预期今年sac-TMT销售将倍增,目标成为医保目录内各个适应症的首选药物,占销售逾...
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