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方正證券:創新藥國談即將啟動 國產創新藥比例顯著增加
格隆匯 09-25 08:49

方正證券研報指出,創新藥國談即將啟動,2024年醫保目錄擬新增的藥品涵蓋腫瘤、眼科、內分泌、麻醉等多個領域,國產創新藥的比例顯著增加。這些藥物涉及非小細胞肺癌、宮頸癌、結直腸癌等惡性腫瘤,以及濕性年齡相關性黃斑變性、Ⅱ型糖尿病、慢性疼痛等重大疾病,反映出國內藥企在研發與產業升級方面的顯著進步。醫保談判對創新藥和新療法的支持,將有效降低治療成本,提高患者的用藥可及性,特別是在癌症、慢性疾病和罕見病領域。同時,國產藥物在醫保覆蓋下的市場份額有望擴大,助力推動中國醫療體系的可持續發展。

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