发布于: 雪球转发:1回复:10喜欢:0

$海普瑞(SZ002399)$ Second-quarter Lovenox® sales increased 24.6% to €367 million, were driven by strong sales in Europe (up 43.3%) and Rest of the World (up 13.8%) reflecting the recovery in hospital procedures and continued benefit from the WHO guidelines recommending the use of low molecular weight heparins in hospitalized COVID-19 patients, more than offsetting biosimilar competition in Europe.

全部讨论

nemo1012021-07-30 13:42

赛诺菲原料库存也不多了,上下游的价格博弈可能就要见分晓了。疫情遥遥无期,我更看好上游原料厂商胜出。

熬鹰2021-07-30 13:32

21H1,26亿销售收入有望,期待赛诺菲下半年高位补库存。

邓刚钓鱼就是飞2021-07-30 13:04

呵呵,卵用?

邓刚钓鱼就是飞2021-07-30 13:04

已经两年采购少了

pedaler海2021-07-30 12:39

国内的供应商只能是海普瑞和健友,不知道海普瑞和赛诺菲的合同谈得怎样?

nemo1012021-07-30 12:36

绝大部分来着中国。过去一年采购较少,其实就是在于中国供应商博弈价格。

pedaler海2021-07-30 12:23

赛诺菲的肝素原料药来自哪里?

pedaler海2021-07-30 12:21

伊诺肝素制剂很畅销,海普瑞的增长不会比赛诺菲的少吧?整个欧盟伊诺肝素制剂上半年的数据有没有?

nemo1012021-07-30 11:56

赛诺菲是低分子量肝素钠制剂销售的真正王者。赛诺菲的销量变化才是最好的风向标。

熬鹰2021-07-30 11:42

strong sales in Europe (up 43.3%)