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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

Hong Kong stocks movement | KEYMED BIO-B (02162) once dropped over 10%, currently experiencing seven consecutive days of decline. It is reported that the company's competitor's medical insurance renewal price drop exceeded expectations.

Zhitong Finance ·  Dec 20 10:36

KEYMED BIO-B (02162) dropped over 10%, with the stock price currently reflecting seven consecutive days of decline. As of the time of writing, it has fallen by 6.38% to 30.8 Hong Kong dollars, with a trading volume of 95.3227 million Hong Kong dollars.

According to Zhitong Finance APP, KEYMED BIO-B (02162) dropped over 10%, with the stock price currently reflecting seven consecutive days of decline. As of the time of writing, it has fallen by 6.38% to 30.8 Hong Kong dollars, with a trading volume of 95.3227 million Hong Kong dollars.

In terms of news, recently, there have been circulating rumors in the market regarding the renewal and price reduction of the medical insurance for Dupilumab. The rumors suggest that in 2024, the medical insurance payment price for this pharmaceutical is 2780 yuan per unit, with expectations for a significant reduction to 1508 yuan post-renewal. However, this information has not been officially confirmed. It is reported that in September this year, KEYMED BIO-B announced that its core product, Bimekizumab (康悦达), was approved for market launch in China, becoming the second drug globally targeting the IL-4Rα after Sanofi's star product, Dupilumab.

It is worth noting that Dupilumab has shown a general downward price trend since its market launch. When it was first launched domestically in July 2020, the specification for Dupilumab was 300mg per unit, with a price as high as 6666 yuan per unit; after being included in the medical insurance directory in March 2021, the price for the same specification dropped to 3160 yuan per unit; in January last year, during the medical insurance renewal, the price further decreased to 2780 yuan per unit.

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