贝达药业(300558.SZ)：目前关税对恩沙替尼出海的潜在影响很小

Core Viewpoint - The company plans to produce the active pharmaceutical ingredient (API) Ensartinib domestically and will export it, while the formulation will be contracted to the US CDMO company Catalent, indicating minimal potential impact from tariffs on the export of Ensartinib [1] Group 1 - The company will produce Ensartinib's API domestically before exporting it [1] - The formulation of Ensartinib will be outsourced to Catalent, a US-based CDMO [1] - The company is monitoring tariff policies and is prepared to respond to any changes [1]