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《大行》中金:商業保險創新藥目錄調整有利高價值創新藥落地
中金髮表研究報告指,國家醫保局發佈基本醫療保險、生育保險和工傷保險藥品目錄以及商保創新藥目錄調整初步形式審查公告,534個藥品通過初步形式審查,預期當局啓動雙目錄機制,可爲醫保形成清晰分工,基本醫保目錄覆蓋臨牀必需的基礎藥品,而商保創新目錄則重點納入未被醫保覆蓋、但具有重大臨牀價值的高價值藥品。 中金指,醫保託底加上商保擴容,預料將鼓勵商業保險公司通過創新藥投資基金等多種方式,爲創新藥研發提供穩定的長期投資,培育支持創新藥的耐心資本,有利於具創新性和臨牀價值的高價值創新藥落地,創新藥料將商保應用積累數據、增加臨牀滲透及提升潛在市場價值空間。 該行目前建議關注百濟神州(06160.HK)、科倫博泰生物-B(06990.HK)、康方生物(09926.HK)、信達生物(01801.HK)、再鼎醫藥(09688.HK)(ZLAB.US)、石藥集團(01093.HK)、中生製藥(01177.HK)、三生製藥(01530.HK)、恆瑞醫藥(600276.SH)、華東醫藥(000963.SZ)、先聲藥業(02096.HK)、復星醫藥(02196.HK)、遠大醫藥(00512.HK)、藥明巨諾-B(02126.HK)等。
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