港股异动 | 华昊中天医药-B(02563)上市次日涨近14% 核心产品优替德隆注射液已进入医保

智通财经
01 Nov 2024

智通财经APP获悉,华昊中天医药-B(02563)上市次日涨近14%,截至发稿,涨7.21%,报22.3港元,成交额1293.99万港元。

据悉,华昊中天成立于2002年,是一家合成生物学技术驱动的生物医药公司,致力于开发肿瘤创新药。公司的核心产品优替德隆注射液于2021年获得国家药监局批准上市时,销售均价为2388.71元/瓶,2022年被纳入国家医保药品目录,2023年3月1日谈判价格正式生效,该产品价格下降超过60%。但得益于医保放量,公司产品销量近年来相应有所增长。

智通财经APP在《靠“套路回拨”助涨30%股价后,华昊中天医药-B(02563)拿什么撑起近80亿港元市值?》中指出,华昊中天医药上市首日的强势走势,与其套路回拨的玩法不无关系。正常情况来看,华昊中天医药公开发售认购获21.45倍认购,公开发售比例将增至30%。但由于国配不足的原因,保荐人有权不按照对应规则进行回拨。于是公司便开启了惜售的玩法,仅仅给货12%。加之华昊中天医药招股价上下限相差达到37%,并最终以下限定价。如此惜售的玩法+下限定价,也就意味着上市后股价走势向上是大概率事件,但依靠“套路回拨”的亮眼表现维持多久,仍待观察。

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