智通财经APP获悉，三生制药(01530)现涨近5%，截至发稿，涨4.84%，报6.07港元，成交额4242.82万港元。
招商证券发布报告称，预计三生制药的重要品种“特比澳”已在近期完成的国谈续约中，取得了温和的结果，而“丽美治”亦成功纳入医保目录。由于特比澳的温和续约结果，该行预计公司将在2025和2026财年，继续实现双位数的总收入增长。报告预计公司总体毛利率水平将在25至26财年期间，维持在86%水平，主要由于“特比澳”价格将在期间维持平稳。
长城证券指出，三生制药是国内领先的生物制药公司，在生物医药的研发、生产和销售方面拥有丰富的经验。公司现有上市产品30余种，核心产品包括全球唯一商业化的重组人血小板生成素特比澳、重组人促红素产品（rhEPO）益比奥和赛博尔、中国首个上市的单抗药物TNF-α抑制剂益赛普、中国大陆首款非处方脱发治疗药物蔓迪，同时通过战略布局CDMO业务增加收入规模。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.