中信证券研报称国家医保局首次公开确认制定“新上市药品首发价格机制”“新上市药品首发价格形成机制”推出后将给予高质量创新药

智通财经
Aug 10
中信证券研报称国家医保局首次公开确认制定“新上市药品首发价格机制”“新上市药品首发价格形成机制”推出后将给予高质量创新药更高的定价自由度、效率更高的挂网流程以及更长的首发价格稳定周期。新靶点/新机制的高质量创新药研发产商有望迎来更快的现金流回报创新药企业有望持续享受到监管政策在真支持创新、支持真创新、支持差异化创新等方向的全链条支持。2025年以来医药政策环境向好全面支持创新药发展。建议横向维度上下半年围绕创新驱动和国际化+自主可控+院外营销模式改革三个领域进行布局尤其是最具贝塔效应的创新药领域。长期坚定看好创新药板块持续建议关注创新药领域的核心标的。

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