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《大行》花旗:內地發佈《支持創新藥高質量發展若幹措施》利好行業 首選翰森製藥(03692.HK)
花旗發表研究報告指,國家醫保局(NHSA)與國家衛生健康委員會(NHC) 於7月1日聯合發佈了《支持創新藥高質量發展若幹措施》,這是兩個政府部門首次聯合出臺支持藥物差異化創新的政策。該政策旨在支持創新藥物全價值鏈,包括創新藥研發、醫院準入及多元化支付方式。
這也是國家醫療保障局首次提出與藥企共享醫療保險數據以支持研發。花旗持續看到中國政府對創新藥發展的承諾。花旗預計,2025年下半年,創新藥物和生物技術板塊將迎來多重催化劑,包括商業合作、加速監管審批及有利的定價環境,且商業保險對醫療體系的增量支付也將推動行業發展。
花旗表示,翰森製藥(03692.HK)是醫藥行業的首選;歌禮制藥-B(01672.HK)、三生製藥(01530.HK)、信達生物(01801.HK)和康方生物(09926.HK)是生物技術的推薦企業。花旗也看好和譽-B(02256.HK)、復宏漢霖(02696.HK)、君實生物(01877.HK)(688180.SH)和綠葉製藥(02186.HK)。
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