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港股異動 | 亞盛醫藥-B(6855.HK)大漲超15% 奧雷巴替尼成功納入國家醫保目錄
格隆匯 01-30 15:55
格隆匯1月30日丨亞盛醫藥-B(6855.HK)今日高開高走,現大漲15.63%報28.85港元,暫成交3.3億港元,最新市值76.5億港元。亞盛醫藥曾於1月18日宣佈,公司原創1類新藥奧雷巴替尼片(商品名:耐立克)已成功納入《國家基本醫療保險、工傷保險和生育保險藥品目錄(2022年)》,醫保支付範圍為:“限T315I突變的慢性髓細胞白血病(CML)慢性期(CP)或加速期(AP)的成年患者。”新版醫保目錄將於2023年3月1日起正式生效。耐立克是亞盛醫藥原創1類新藥,為中國首個且唯一獲批上市的第三代BCR-ABL抑制劑,也是伴有T315I突變的CML唯一治療藥物。東方證券發研報指,醫保談判後創新藥放量可期。一方面,在近年醫保常態化等政策持續鼓勵創新促進藥品相關產業鏈的信心回暖,化藥、生物藥以及CXO相關行業受益明顯。另一方面,國內藥企積極推動國產創新藥進入醫保,將加速品種商業化進程,帶來較大放量預期。

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