金吾财讯 | 中信建投发研报指，康哲药业(00867)磷酸芦可替尼乳膏上市申请获受理，未来上市有望填补国内白癜风市场空白，凭借中国及东亚2050万的白癜风患者，芦可替尼乳膏未来放量可期，有望成为公司的核心产品。该行指，24年公司存量产品集采影响逐步出清，独家产品稳定增长，目前已上市的5个创新药产品不断放量，增长可期。未来随着芦可替尼乳膏的获批上市及后续创新管线稳步推进，看好公司未来创新转型及发展潜力。该行预计公司24-26年实现营业收入77.9、89.2以及104.4亿元，同比增长-2.84%、14.59%以及16.99%。实现归母净利润17.9、21.2以及26.2亿元，同比增长-25.45%、18.63%以及23.18%，对应PE 9.81、8.27以及6.71倍，首次覆盖，给予“买入”评级。
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