异动解读｜云顶新耀盘中下跌5.15%，耐赋康专利和解允许首仿药上市引发市场担忧

行情直击06-25

6月25日，云顶新耀盘中下跌5.15%，报23.8港元/股，成交额3150.07万港元。

消息面上，公司于6月24日宣布与海南合瑞制药就耐赋康（布地奈德肠溶胶囊）相关专利达成谅解，海南合瑞已于去年12月获国家药监局批准的布地奈德肠溶胶囊将获准在中国大陆市场上市，由云顶新耀负责其商业化。耐赋康作为公司核心营收产品，首仿药正式获准入市被市场解读为独家溢价削弱的信号。尽管公司强调将通过商业化平台统一管理原研与仿制品，但投资者对其未来定价权及集采风险的担忧加剧，叠加此前市场对仿制药冲击的持续讨论，股价承压下行。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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