金吾财讯 | 平安证券发布研报指，远大医药(00512)2015年集采阶段性影响出清，公司创新和壁垒产品收入占比提升至50%左右，较上年提升近10个百分点。核药抗肿瘤及心脑血管介入产品收入12.82亿港元，同比增长约57.1%，其中核药抗肿瘤板块收入约9.49亿港元，同比增长61.0%，表现亮眼。公司自主研发的FAP靶点小分子RDC药物GPN01530获FDA批准开展用于实体瘤诊断的1/2期临床。STC3141是全球首个以重建免疫稳态为核心的脓毒症治疗方案，在中国开展的脓毒症2期临床研究达到主要终点。维持"推荐"评级。
报告提示核心产品研发进展不及预期、产品放量不及预期、产品价格进一步下降等风险。
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