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港股異動 | 和鉑醫藥漲19% 醫保談判開啟 腫瘤藥等多款罕見病藥首次開談
格隆匯 01-05 14:27
格隆匯1月5日丨醫藥板塊大漲,其中和鉑醫藥-B(2142.HK)漲19.66%,報3.53港元,總市值27億港元,已從去年11月1日最低點的0.87港元反彈逾3倍。和鉑醫藥是一家專注於創新藥研發、商業化及全球運營的生物製藥企業,針對腫瘤及免疫性疾病領域創制具有巨大臨牀價值的生物新藥。消息面上,今日國家醫保藥品目錄調整的現場談判正式開始,此次談判的藥品涉及腫瘤、罕見病、新冠病毒感染治療等上百種臨牀用藥。安信證券分析師指,按照現行簡易續約規則,創新藥新增適應症後價格降幅或將在44%以內,與重新談判可能的50%~60%平均降幅相比,其降幅有所收窄。招商證券表示,創新藥新增適應症納入簡易續約範圍內,簡易續約根據不同標準對應不同降價幅度,相對於重新談判降幅有望縮短價格降幅,利好創新藥發展。

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