港股異動丨生物醫藥股飆升 國家醫保藥品目錄談判延期或構成利好
格隆匯12月8日丨生物醫藥股飆升,加科思-B大漲22.22%領漲板塊,百濟神州和亞盛醫藥-B均漲超10%。12月6日國家醫療保障局宣佈,2022年國家醫保藥品目錄(NRDL)現場談判延期開展,具體時間確定後,將提前一週左右通知各談判主體,所有談判期於2022年12月31日結束的藥物將被推遲至新名單公佈為止。摩根大通發佈研究報吿認為,這對整個生物製藥行業來説是一個温和的增量積極因素,因為於名單上的藥物在被新降價之前(如果它們將重新談判或有新的談判跡象),將再享受幾個月高價。

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