智通财经APP获悉，康哲药业(01681)早盘涨近8%，截至发稿，涨6.39%，报8.16港元，成交额3858.71万港元。
消息面上，9月24日，公司宣布磷酸芦可替尼乳膏白癜风适应症新药上市申请（NDA）获得NMPA受理。中信建投指出，公司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。截至目前公司总共获批5款创新药，覆盖6个适应症，其中四款已获纳入国家医保目录，创新转型成效逐步兑现，同时拥有十余款款创新等级较高、市场潜力较大的重磅管线，我们持续看好公司未来创新产品放量潜力。
西南证券指出，康哲药业集采影响基本出清，业绩拐点已现，2024年上半年全按药品销售收入环比增长8.9%，期间溢利环比增长92.8%。2024年上半年，三款国采产品按药品销售收入口径计算，合计收入12.3亿元（-49.2%），后续集采一过性影响将减弱。随着收入和利润增速环比的提升，我们认为集采负面影响基本出清。
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