金吾财讯 | 创新药普遍飘红，药明生物(02269)涨5.32%，药明合联(02268)涨5.23%，绿叶制药(02186)涨5.09%，石药集团(01093)涨4.13%，巨子生物(02367)涨3.73%。消息面上，江苏省政府办公厅近日印发《关于全面推进药品医疗器械监管深层次改革促进医药产业高质量发展若干政策措施的通知》。《通知》提到，根据基金承受能力，将国家医保药品目录谈判药品按程序纳入“双通道”管理。支持符合条件的使用创新药和医疗器械的病例纳入特例单议。推进医保数据赋能应用，推动实现普惠型商业医疗保险快速理赔。职工医保个人账户资金可为近亲属购买符合条件的普惠型商业医疗保险产品。另外，国信证券报告指出，2025年的世界肺癌大会（WCLC）和欧洲肿瘤学年会（ESMO）将分别在9月和10月举行，一系列国产创新药的研究成果即将在会议中进行展示，包括康方生物的AK112、映恩生物的DB-1311等。随着国产创新药的临床数据和临床进度在全球范围内的竞争力越来越强，创新药出海的趋势不断加强。
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