金吾财讯 | 创新药走强,博安生物(06955)高涨19.76%,云顶新耀(01952)涨6.28%,药明合联(02268)涨5.87%,康方生物(09926)涨4.06%,中国生物制药(01177)涨3.54%。上周五,2025年国家基本医疗保险、生育保险和工伤保险药品目录及商业健康保险创新药品目录调整正式启动,符合条件的申报主体可在7月11日至20日期间,通过国家医保服务平台进行网上申报。今年首次新增的商保创新药目录,主要聚焦创新程度高、临床价值大、患者获益显著,但因超出“保基本”定位暂时无法纳入基本目录的药品,助力健全多层次用药保障体系,更好满足人民群众多元化的用药需求,为创新药发展提供更充足的经济支撑。世纪证券指出,在基本医保“保基本”的定位之外,商保目录纳入“超出保基本定位、创新程度高、临床价值大、患者获益显著”的药品,如5年内上市的独家新药或罕见病用药,基本医保不予支付,但推荐商业健康保险、医疗互助等多层次医疗保障体系参考使用,今年10月-11月新版基本目录和商保创新药目录将发布。创新药商保目录意味着国内医药多元支付体系重构,商业健康险将在创新药支付方面扮演更为重要的角色,高价创新药可及性有望进一步提升.
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