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双鹭药业(002038.SZ):重点产品中进入国家集采的药品有替莫唑胺、来那度胺、奥硝唑

Beijing SL Pharmaceutical (002038.SZ): Key products that have entered the national centralized procurement include temozolomide, lenalidomide, and ornidazole.

Gelonghui Finance ·  Nov 13 18:15

GeLongHui November 13th | beijing sl pharmaceutical (002038.SZ) stated during a specific research session on November 12, 2024, that among the company's key products, drugs that have entered the national centralized procurement include temozolomide, liraglutide, and metronidazole. Drugs that have entered inter-provincial alliances and local centralized procurement include recombinant human granulocyte colony-stimulating factor injection, thymopentin, interleukin-2, interleukin-11, cyclosporine, and other drugs. Currently, most of the company's main varieties that may be included in centralized procurement have already been included. Subsequently, most of the products entering centralized procurement have a small market share or are newly approved products. The company will adopt a strategy of exchanging prices for market share or occupying the market through centralized procurement. It will no longer face the dilemma of fierce competition in centralized procurement for several varieties like last year, where either significant price reductions or market loss were the options. The impact of future centralized procurement will not be as significant as last year.

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