11月6日,梯瓦制药(TEVA)股价盘中重挫逾8%,引发市场广泛关注。公司当季业绩表现强劲,管理层亦对未来增长前景持乐观态度,但投资者担忧特朗普政府未来在医疗保健和制药行业的政策走向存在不确定性,或令制药公司承受更大压力。
前期消息显示,梯瓦制药CEO理查德-弗朗西斯先前曾表示,公司预计将与即将上任的特朗普政府开展富有成效的合作,但他承认对特朗普政府的具体政策尚不确定。一些分析人士认为,投资者对政策前景存在不确定性,或令梯瓦制药等制药公司遭到不利影响,从而引发资金流出并拖累股价表现。
不过,梯瓦制药管理层对公司核心产品前景仍持乐观态度。弗朗西斯表示,预计2025年公司品牌药将继续增长,仿制药业务亦将保持增长态势,新兴生物仿制药市场的销售也有望增加。相信政策明朗化后,市场情绪或能逐步恢复理性。行业发展前景仍有待进一步观察。
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