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10月29日 - ** 印度销售额排名第三的仿制药生产商Cipla 股价在第二季度财报发布前下跌2.1%。印度销售额排名第三的仿制药生产商Cipla 股价在该公司发布第二季度财报前下跌2.1%。
LSEG 的分析师平均预计 CIPL 第二季度综合净利润将同比增长 9.1%,营业额将同比增长 15%,而 (link) 第一季度利润同比增长 18%,第一季度营业额同比增长 7
** CIPL受益于抗癌药Revlimid山寨版的强劲销售,而Jefferies称呼吸系统药物Albuterol和抗癌药Lanreotide的市场份额增长将成为主要增长动力。
** 然而,瑞银集团(UBS)称,由于美国食品及药物管理局(FDA)突击检查、新药审批申请积压增加以及激烈竞争,美国仿制药市场正在放缓。
** 竞争对手太阳制药 周一公布的第二季度利润高于预期 (link),原因是其罕见病药物需求强劲,瑞迪博士 将于下周公布报告。
** CIPL、REDY的平均评级为 "持有",而SUN的评级为 "买入" - LSEG
** CIPL的年累计涨幅约为18%,高于REDY的9.5%,但小于SUN的48.5%;医药指数 的年累计涨幅约为34%。
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