12月7日，智翔金泰(688443)发布公告称，公司自主研发的赛立奇单抗注射液（金立希）成功纳入《国 家基本医疗保险、生育保险和工伤保险药品目录》，新版目录将于2026年1月1日起正式实施。 报告显示，赛立奇单抗注射液是智翔金泰基于独有的双载体噬菌体呈现技术平台研发的重组全人源抗 IL-17A单克隆抗体。该药物通过特异性结合血清中的IL-17A细胞因子，阻断IL-17A与IL-17RA的结合， 抑制炎症的发生和疾病的发展。 智翔金泰表示，赛立奇单抗被纳入国家医保目录，是公司践行"创新惠民"初心的重要里程碑。未来，公 司将继续以患者需求为导向，持续推进更多具有国际竞争力的创新药物研发，推动国产创新药从"跟 跑"向"领跑"，并积极配合医保政策落地实施，让优质治疗药物惠及更多中国患者与家庭。（郑渝川） 在纳入国家医保目录前，赛立奇单抗已通过多渠道提升患者用药可及性。上市一年以来，赛立奇单抗已 实现30个省份的市场覆盖，累计惠及超万名的中国患者。随着赛立奇单抗被纳入医保目录，将进一步降 低患者自付比例，提升药品可及性，助力更多患者用上可信赖和可负担的国产创新药。 三季报显示，公司多项在研项目取得积极进展。第三季度单季 ...

Core Viewpoint - The 2025 National Medical Insurance Drug List has been announced, including 114 new drugs, with a focus on innovative drugs and significant improvements in coverage for key areas such as oncology and chronic diseases [4][9]. Group 1: Drug List Adjustments - The 2025 National Medical Insurance Drug List will be implemented on January 1, 2026, with a total of 3,253 drugs, including 1,857 Western medicines and 1,396 traditional Chinese medicines [4]. - The list includes 50 first-class innovative drugs and removes 29 drugs that are either not clinically available or can be replaced by better alternatives [4]. Group 2: Impact on A-Share Companies - 15 A-share pharmaceutical companies announced that their products were included in the new drug list, particularly benefiting innovative drug companies [6]. - Zai Lab's drug, Jikaxitinib, was included, which is used for treating specific types of myelofibrosis, enhancing its market accessibility and sales potential [6]. - Junshi Biosciences reported that its products, including Toripalimab and Oncorine, were added to the list, with all four of its commercialized products now covered [6]. Group 3: Major Pharmaceutical Companies - Leading A-share pharmaceutical companies like Fosun Pharma, Hengrui Medicine, and others have also had products included in the new list, with Hengrui having 10 drugs added and several others with new indications [7]. - Hengrui's drugs are projected to generate approximately 8.66 billion yuan in sales for 2024 and about 7.55 billion yuan for the first three quarters of 2025 [8]. Group 4: Complementary Innovations - In addition to the basic medical insurance list, 19 drugs have been added to the first version of the commercial insurance innovative drug list, including treatments for rare diseases and Alzheimer's, providing a complementary framework to the basic insurance [9].

Core Viewpoint - The 2025 National Medical Insurance Drug List has been released, adding 114 new drugs, including 50 innovative drugs, while removing 29 drugs that are no longer clinically available or can be replaced by better alternatives [2][5]. Group 1: New Additions to the Drug List - A total of 15 A-share pharmaceutical companies announced that their products have been included in the new drug list, particularly benefiting many innovative drug companies [5]. - Zai Lab's drug, Jikaxitinib, has been included in the National Medical Insurance Drug List, which is expected to enhance sales and improve patient accessibility [5][6]. - Junshi Biosciences has added two new indications for its drug, Toripalimab, and successfully included another drug, Oncorine, in the Class B category of the National Medical Insurance List [5]. Group 2: Impact on Major Pharmaceutical Companies - Leading A-share pharmaceutical companies such as Fosun Pharma, East China Pharmaceutical, and Hengrui Medicine have also had products included in the National Medical Insurance List [7]. - Hengrui Medicine has 10 drugs newly added to the list, with a total sales revenue of approximately 8.66 billion yuan in 2024 and about 7.55 billion yuan in the first three quarters of 2025 [8]. - The inclusion of these drugs in the National Medical Insurance List is expected to positively impact sales, although the exact effect on operating performance is currently uncertain [8]. Group 3: Overall Changes in the Drug List - The total number of drugs in the National Medical Insurance Drug List has increased to 3,253, with significant improvements in coverage for key areas such as cancer, chronic diseases, mental illnesses, rare diseases, and pediatric medications [2]. - This adjustment marks the 8th update since the establishment of the National Medical Insurance Bureau, indicating ongoing efforts to enhance drug accessibility and affordability [8].

Core Viewpoint - The 2025 National Medical Insurance Drug List has been released, including 114 new drugs, with a focus on innovative drugs and significant improvements in coverage for key areas such as cancer, chronic diseases, and rare diseases [4][5][10]. Group 1: New Drug Inclusion - A total of 15 A-share pharmaceutical companies announced that their products have been included in the new drug list, particularly benefiting innovative drug companies [7]. - Zai Lab's drug, Jikaxitinib, has been included in the list, which is expected to enhance sales and market accessibility for patients [7]. - Junshi Biosciences has multiple products included, with two new indications for its drug Toripalimab and another drug successfully included in the Class B category [7]. Group 2: Impact on Major Pharmaceutical Companies - Leading companies like Hengrui Medicine have had 10 products included in the new list, with an estimated combined sales of approximately 8.66 billion yuan for 2024 and about 7.55 billion yuan for the first three quarters of 2025 [9]. - Other major players such as Fosun Pharma and Huadong Medicine also have products included, indicating a broad impact across the industry [8]. Group 3: Overall Drug List Changes - The total number of drugs in the directory has increased to 3,253, with 1,857 Western medicines and 1,396 traditional Chinese medicines [5]. - The adjustment marks the eighth update since the establishment of the National Medical Insurance Bureau, reflecting ongoing efforts to enhance drug accessibility and affordability [10].

Group 1 - Heng Rui Pharmaceutical has 9 drugs included in the national medical insurance directory for the first time, with an estimated total sales of approximately 8.66 billion yuan for 2024 and 7.55 billion yuan for the first three quarters of 2025 [5] - Junshi Biosciences' products Tuoyi® and Junshida® have been added to the national medical insurance directory, enhancing patient affordability and market promotion [6] - Huadong Medicine's subsidiary has products included in the national medical insurance and commercial insurance innovative drug directories, expected to aid in market promotion [7] Group 2 - Aidi Pharmaceutical's two innovative HIV drugs have successfully renewed their inclusion in the national medical insurance directory, with specific reimbursement prices set [8] - Fuxing Pharmaceutical has multiple products newly included in the national medical insurance directory, which is anticipated to positively impact future performance [9] - Weichuang Biotechnology's product has been included in the national medical insurance directory, which is expected to enhance market promotion and sales [10] Group 3 - Muxi Co., Ltd. announced a final online issuance rate of 0.03348913% after the mechanism was activated, with a total of 22.83 million shares issued [2] - Doushan New Materials reached a consensus on production reduction in the BOPET industry, although the sustainability of long-term price increases remains uncertain [2] - Guanglian Aviation's controlling shareholder has had the detention lifted, allowing normal operations to resume [3] Group 4 - Jiangjian Co., Ltd. clarified that it bears no obligations for any overdue financial products related to its controlling shareholder, confirming normal operations [4] - Tian Ci Materials' controlling shareholder has committed not to reduce holdings, holding 34.35% of the shares [13] - Annie Co., Ltd. is planning a change in control, with stock resuming trading on December 8 [14]

2025年12月7日，国家医疗保障局正式公布《国家基本医疗保险、生育保险和工伤保险药品目录（2025 年）》（以下简称"国家医保目录"）。重庆智翔金泰生物制药股份有限公司（以下简称"智翔金泰"）宣 布，其自主研发的1类生物创新药——赛立奇单抗注射液（金立希®）成功纳入国家医保目录。新版国 家医保目录将于2026年1月1日起正式实施。 源头创新，国产原研突破垄断 作为一家专注于全链条抗体药物研发与产业化的创新型生物制药企业，智翔金泰始终坚持以科技创新为 核心驱动力，聚焦未被满足的重大临床需求，致力于为患者提供高质量、可负担的治疗选择。 赛立奇单抗注射液是智翔金泰基于独有的双载体噬菌体呈现技术平台研发的重组全人源抗IL-17A单克隆 抗体。该药物通过特异性结合血清中的IL-17A细胞因子，阻断IL-17A与IL-17RA的结合，抑制炎症的发 生和疾病的发展。作为我国首款全人源抗IL-17A单克隆抗体，赛立奇单抗自2024年8月获批上市以来， 已陆续获批用于治疗中、重度斑块状银屑病和强直性脊柱炎（放射学阳性中轴型脊柱关节炎）两大适应 症，打破了外资药企在该靶点治疗药物的垄断局面，为中国患者提供了与国际水平接轨的高质 ...

人民财讯12月7日电，智翔金泰(688443)12月7日公告，公司自主研发的赛立奇单抗注射液（金立希）成 功纳入《国家基本医疗保险、生育保险和工伤保险药品目录（2025年）》。新版国家医保目录将自2026 年1月1日起正式实施。 （原标题：智翔金泰：赛立奇单抗注射液被纳入2025年国家医保目录） ...

Core Viewpoint - The company announced that its self-developed monoclonal antibody injection, Sairiqi (Jinlixi), has been successfully included in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug List, effective from January 1, 2026, with an agreement valid until December 31, 2027 [1] Group 1 - The drug is classified as a Class I biological product and a Class B prescription drug, intended for the treatment of moderate to severe plaque psoriasis and ankylosing spondylitis [1] - The corresponding indications for the drug are expected to receive market approval in August 2024 and January 2025, respectively [1] - Inclusion in the medical insurance list may facilitate the market promotion and sales of the product, although sales are subject to various influencing factors, leading to uncertainty [1]

智通财经APP讯，智翔金泰(688443.SH)发布公告，公司自主研发的赛立奇单抗注射液(金立希)成功纳入 《国家基本医疗保险、生育保险和工伤保险药品目录》(以下简称"国家医保目录")。新版国家医保目录 将自2026年1月1日起正式实施。 赛立奇单抗注射液是一款由公司自主研发的重组全人源抗IL-17A单克隆抗体，注册分类为治疗用生物制 品Ⅰ类，作用靶点为IL-17A。该产品可特异性结合血清中的IL-17A蛋白，阻断IL-17A与IL-17RA的结 合，抑制炎症的发生和发展，从而对IL-17A过表达的斑块状银屑病、放射学阳性中轴型脊柱关节炎等自 身免疫性疾病达到治疗效果。 ...

每经AI快讯，12月7日，智翔金泰(688443.SH)公告称，公司自主研发的赛立奇单抗注射液(金立希)成功 纳入《国家基本医疗保险、生育保险和工伤保险药品目录》，新版目录将于2026年1月1日起正式实施。 该药品为治疗用生物制品Ⅰ类，适用于中度至重度斑块状银屑病成人患者及常规治疗疗效欠佳的强直性 脊柱炎成人患者。纳入医保目录将有利于推动药品市场推广及未来销售，对公司长期经营业绩产生积极 影响。但医保支付标准、报销细则等以国家医保局公示信息为准，且销售受多种因素影响，存在不确定 性。 ...