【制药网 市场分析】“近期,国家医保局和国家卫生健康委印发了《支持创新药高质量发展的若干措施》,有行业人士表示,这一政策释放出三个信号:一是通过医保谈判和商保目录优化,创新药价格压力得到缓解,商业化空间显著扩大;二是鼓励差异化创新,淘汰低端产能,行业集中度进一步提升;三是推动药企从“成本压缩”转向“技术溢价”。在此背景下,具备研发能力、差异化管线布局及商业化优势的企业将优先受益,投资者可以关注...
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