消息面上,11月28日公布的2025年国家医保谈判结果显示,百济神州(688235.SH/06160.HK)多款创新药新增适应症或续约被纳入国家医保目录,这引发了市场的广泛关注,助力公司股价在夜盘大涨5.37%。
具体来看,百济神州自主研发的抗PD-1抗体药物"百泽安"和BTK抑制剂"百悦泽"分别新增3项和1项适应症纳入国家医保目录。此外,公司与合作伙伴共同开发的产品"百拓维"也新增1项适应症入列,而"凯洛斯"亦成功续约。
业内人士认为,上述多款重磅药物新增适应症的纳入,将有助于提高药品可及性和可负担性,从而推动产品销量和公司业绩增长。尤其是"百泽安"的适应症涵盖了多种癌症治疗,长期增长空间广阔。
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