2025年,创新药BD井喷,出海打开市场空间,成为医药行情的主旋律。在政策对真创新、高水平创新的支持下,大量创新药BD仍等待2026年落地。随着国内商保发展和集采优化,创新药产业链高景气有望延续。当前支持创新药产业发展已成为政策导向,2025年北京、上海、重庆、四川等多地出台相关政策,推动创新药行业高质量发展。近日,2026年医保药品目录和商保药品目录发布,首次在基本医保目录之外增设商保创新药目录...
Source Link2025年,创新药BD井喷,出海打开市场空间,成为医药行情的主旋律。在政策对真创新、高水平创新的支持下,大量创新药BD仍等待2026年落地。随着国内商保发展和集采优化,创新药产业链高景气有望延续。当前支持创新药产业发展已成为政策导向,2025年北京、上海、重庆、四川等多地出台相关政策,推动创新药行业高质量发展。近日,2026年医保药品目录和商保药品目录发布,首次在基本医保目录之外增设商保创新药目录...
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