《大行報告》中金內地新醫保藥品目錄利治療性用藥市場份額提升為創新藥騰出空間
中金發表研究報告,指國家醫保局公布新版目錄的常規准入目錄,將於2020年1月1日起正式實施,該行認為今次調入調出並重,醫保支出結構有望得到優化。
中金指,此次調整中,調入和調出的藥品數量均較多,此前公布的重點監控藥品目錄全部調出醫保目錄,該行認為此次調整有利於治療性用藥的市場份額提升,優化醫保的支出結構,輔助用藥的市場將繼續萎縮,為創新藥和優質仿製藥騰出空間。
行業中,該行給予石藥集團(01093.HK)、威高股份(01066.HK)、國藥控股(01099.HK)、石四藥集團(02005.HK)及中國生物製藥(01177.HK)均為「跑贏行業」評級,目標價分別為18.2元、9.5元、35.2元、8.85元及10.3元。
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