港股异动 | 康诺亚-B(02162)一度跌超10% 股价暂现七连阴 传公司竞品医保续约降价超预期

智通财经
20 Dec 2024

智通财经APP获悉,康诺亚-B(02162)跌超10%,股价暂现七连阴。截至发稿,跌6.38%,报30.8港元,成交额9532.27万港元。

消息面上,近日市场流传有关达必妥(度普利尤单抗)医保续约降价超预期的消息。该消息称,2024年该药品的医保支付价格为每支2780元,而续约之后,单价有望直降至1508元。不过,该消息并未得到官方确认。据悉,今年9月份,康诺亚宣布其核心产品司普奇拜单抗(康悦达®)在国内获批上市,成为继赛诺菲明星产品度普利尤单抗之后全球IL-4Rα靶点上的第二款药物。

值得注意的是,度普利尤单抗自从上市以来价格总体呈现下降趋势。2020年7月在国内刚上市时,度普利尤单抗规格为300mg/支,每支价格高达6666元;2021年3月被纳入医保目录后,该药同规格价格降为每支3160元;去年1月医保续约时,该药同规格价格进一步降至2780元。

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