金吾财讯 | 创新药概念逆市上扬，石药集团(01093)升5.98%，药明生物(02269)升1.97%，药明合联(02268)升1.56%，先声药业(02096)升1.51%，药明康德(02359)升1.28%。渤海证券指出，新版基本医保药品目录及首版商保创新药目录正式发布，本次目录调整新增114种药品，其中50种1类创新药，首版商保创新药目录共纳入19种药品，与基本医保形成较好的互补衔接，推动商业健康保险与基本医保错位发展，为建立多层次医疗保障体系奠定基础，建议关注相关制药企业产品进入医保后的放量空间及创新药企业支付端结构优化带来的投资机遇，同时关注CXO及生命科学上游等相关产业链投资机遇。开源证券指出，当前纳入医保+商保的创新药大多处于未放量以及低基数阶段，随着医保支持创新药的政策红利持续释放，我们认为纳入双目录的创新药收入有望快速提升，患者有望持续受益，同时相关创新药企也随之迎来弹性增长。
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