* 香港上市创新药板块周三劲升，上日中国公布了首版商保创新药目录。这个目录旨在那些未能通过医保目录谈判的创新药提供另一种报销途径，以减轻国家医保基金的压力。
* 恒生香港上市生物科技指数.HSHKBIO与恒生创新药指数.HSIDI午盘涨幅均扩大至超4%。
* 对于今年将要调整的国家医保目录，国家医保局上日公布了通过初步形式审查的药品名单，其中310种新药寻求纳入基本医保目录，224种药物寻求在基本医保目录续约或扩展适应症，121种药物寻求纳入商保创新药目录。
* 美国投行富瑞在报告中对此点评称，国家医保局探索商业保险显然是一个良好的开端，商保创新药目录将作为“惠民保”和商业保险公司的指导，尽管商业保险公司有意义的参与需要时间才能实现。
* 康方生物9926.HK、和黄医药0013.HK、百济神州6160.HK、药明生物2269.HK、信达生物1801.HK涨0.3-8.6%。（完）
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(发稿 徐凯文；审校 田镧沁)
((kaiwen.xu@thomsonreuters.com))
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