《大行》花旗:第11批全国药品集中采购显示官方支持行业创新及理性竞争 料药价降幅温和

阿斯达克财经
Jul 17, 2025

花旗发表医药行业报告表示,国家医保局于本周二(15日)宣布启动第11轮国家药品集采,涉及55种药品。医院需在7月16日至7月31日期间报告采购量。医保局官员强调,本轮集采仅针对仿制药,不包括创新药,并优先考虑质量而非价格。为保护行业创新,明确排除以下药品:1)近期通过谈判进入医保且仍在协议期内的药品;2)2024年省级采购平台销售数据显示市场规模小于1亿元人民币的药品。该行认为,优化的集采规则显示...

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