近期,2025年国家医保目录调整结果正式揭晓,轩竹生物上演创新药"双响"。国内唯一获批单药治疗的CDK4/6抑制剂吡洛西利成功纳入医保,新一代质子泵抑制剂安奈拉唑钠顺利续约,两款核心产品同步迎来商业化放量的关键节点。这一突破恰逢港股创新药板块估值修复的窗口期。Wind数据显示,截至10月30日,恒生创新药ETF(159316)单月吸金超12亿元,资金回流迹象显著。有机构指出,当前创新药企进入业绩...
Source Link近期,2025年国家医保目录调整结果正式揭晓,轩竹生物上演创新药"双响"。国内唯一获批单药治疗的CDK4/6抑制剂吡洛西利成功纳入医保,新一代质子泵抑制剂安奈拉唑钠顺利续约,两款核心产品同步迎来商业化放量的关键节点。这一突破恰逢港股创新药板块估值修复的窗口期。Wind数据显示,截至10月30日,恒生创新药ETF(159316)单月吸金超12亿元,资金回流迹象显著。有机构指出,当前创新药企进入业绩...
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