异动解读|康方生物盘中上涨3.32%,创新药支付改革持续催化叠加板块联动走强

行情直击
Jul 06

7月6日,康方生物盘中上涨3.32%,报104.4港元,成交额2.11亿港元。

消息面上,国家医保局近期公布医保目录初审结果,共557个药品通过医保目录初审、54个药品通过商保创新药目录初审,"医保+商保"双目录谈判进入实质推进阶段,叠加预申报机制、8年价格保护等新机制同步落地,为创新药商业化提供稳定政策预期。康方生物5款自研新药全部适应症已纳入国家医保,新药奇佑康完成全国首批发货,有望加速市场放量。同板块荣昌生物涨3.82%、科伦博泰生物涨3.11%、三生制药涨2.92%,行业beta共振延续。此外,多家券商近期维持公司"买入"评级,中信建投预计公司营收将保持高速增长,核心产品依沃西全球市场空间广阔。

(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。)

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