《大行》摩通:医保目录调整加速创新药商业化 首选信达生物(01801.HK)药明康德(02359.HK)药明合联(02268.HK)科伦博泰(06990.HK)

阿斯达克财经
Yesterday

摩根大通发表研究报告指,国家医保局公布《2026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调整工作方案(征求意见稿)》,引入多项有利市场的规则变化,预期将进一步改善中国创新药开发商及其CXO合作伙伴的商业化前景。该行认为,最重要的改动是首次允许药品在未获正式批准前提交医保目录申请,预期可将药品获批至纳入医保的时间差由历史上的一至两年大幅压缩。此外,新方案正式建立...

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