中信证券:医保谈判成功率创近年新高,关注创新药企

瑞财经
Dec 09, 2025

瑞财经 严明会近日,中信证券指出,2025年12月7日,2025创新药高质量发展大会在广州举行,国家医保局现场发布了2025年《国家基本医疗保险、生育保险和工伤保险药品目录》及《商业健康保险创新药品目录》。在基本医保目录上,最终114个成功纳入,其中包含50个1类创新药,成功率为88%,谈判成功率创近7年新高。与此同时,首版商保目录发布,共纳入19款产品,包含5款CAR-T产品。中信证券认为,伴随...

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