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今年医保目录调整工作方案公布;亚盛医药拿下全球第二个Bcl-2抑制剂 | 医药早参
Mei Ri Jing Ji Xin Wen·2025-07-10 23:21

Group 1 - The National Healthcare Security Administration has released the adjustment plan for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, which includes a new commercial health insurance innovative drug catalog, potentially accelerating the commercialization of innovative drugs and enhancing investor confidence in the pharmaceutical sector [1] Group 2 - WuXi AppTec expects a net profit of approximately 8.561 billion yuan for the first half of 2025, representing a year-on-year increase of about 101.92%, driven by both core business and non-recurring gains, indicating strengthened competitiveness in the global pharmaceutical market [2] Group 3 - As the second Bcl-2 inhibitor approved globally, Ascentage Pharma's "Lisenglitazone" is expected to capture market share quickly, enhancing investor confidence and boosting the company's valuation in the innovative drug sector [3] Group 4 - Federated Pharmaceutical's innovative drug "UBT37034 injection" has received FDA approval for clinical trials targeting overweight or obesity, indicating significant market potential and enhancing the company's competitiveness in the innovative drug field [4] Group 5 - North China Pharmaceutical expects a net profit of approximately 124 million yuan for the first half of 2025, a year-on-year increase of around 72%, attributed to improved management and operational efficiency, which strengthens investor confidence in the company's future growth [5]