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《大行报告》中金内地新医保药品目录利治疗性用药市场份额提升为创新药腾出空间
阿思达克 08-23 15:02

中金发表研究报告,指国家医保局公布新版目录的常规准入目录,将於2020年1月1日起正式实施,该行认为今次调入调出并重,医保支出结构有望得到优化。

中金指,此次调整中,调入和调出的药品数量均较多,此前公布的重点监控药品目录全部调出医保目录,该行认为此次调整有利於治疗性用药的市场份额提升,优化医保的支出结构,辅助用药的市场将继续萎缩,为创新药和优质仿制药腾出空间。

行业中,该行给予石药集团(01093.HK)、威高股份(01066.HK)、国药控股(01099.HK)、石四药集团(02005.HK)及中国生物制药(01177.HK)均为「跑赢行业」评级,目标价分别为18.2元、9.5元、35.2元、8.85元及10.3元。

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