生物医药行业专题报告：医院终端用药结构变化与投资机会分析

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1、生物医药·行业专题报告正文目录一、行业整体受政策影响增速下降....................................................................................4二、用药结构不断优化，进口替代大势所趋......................................................................52.1从治疗大类角度看.......................................................................

2、................................52.2从制药企业角度看.......................................................................................................7三、品种大浪淘沙，抗体和创新药等领域受青睐...............................................................8四、投资建议................................................

3、...................................................................204.1恒瑞医药：研发管线厚积薄发迎来收获，医保调整和制剂出口贡献业绩...................204.2华东医药：两超多强产品布局的稳健白马..................................................................214.3京新药业：成品药布局完善的一致性评价受益标的.................................................

4、...224.4安科生物：生长激素驱动内生高增长，精准医疗收获成果近在咫尺..........................234.5振东制药：受益二胎政策和老龄化，业绩持续高增长................................................244.6东诚药业：核医学驱动业绩高速增长.........................................................................24五、风险提示..............................................

5、.....................................................................25请务必阅读正文后免责条款2/2613637915/30242/2017111613:38生物医药·行业专题报告图表目录图表12012-2017H1样本医院总体销售额及增速.................................................................4图表22012-2017H1样本医院总体单季度销售额及增速....................................

6、..................4图表32012-2017H1样本医院各治疗大类销售占比情况......................................................5图表42017H1样本医院心血管系统用药品种占比...............................................................6图表52017H1样本医院神经系统用药品种占比...................................................................6图表620

7、17H1神经系统用药部分品种销售情况...................................................................6图表72013-2017H1样本医院各治疗大类销售额增速情况..................................................6图表82012-2017H1样本医院销售额10强.........................................................................7图表92012-2017H