医保局连开5场座谈会支持创新药 业内人士：从研发到上市都有“甘霖”

Core Insights - The National Healthcare Security Administration (NHSA) is intensifying support for innovative drugs and medical devices, signaling a shift towards fostering genuine and differentiated innovation in the industry [1][2][3] - Recent meetings have highlighted the significant policy advantages, research capabilities, manufacturing strengths, and market potential of China's innovative drug sector, leading to increased confidence in its future development [1][2] Group 1: Policy Support and Measures - NHSA has organized five meetings focused on supporting innovative drugs, covering topics such as comprehensive value assessment, new technology development, and investment in the pharmaceutical sector [2][3] - The newly released "Several Measures to Support the High-Quality Development of Innovative Drugs" indicates a strong commitment from the NHSA to enhance the innovation landscape in the pharmaceutical industry [2][3] Group 2: Direction of Support - NHSA has outlined five key directions for supporting innovative drug development: leveraging policy guidance, promoting genuine innovation, encouraging differentiated innovation, comprehensive evaluation of value, and enhancing communication between policy departments and the industry [3] - New pricing policies are being introduced to facilitate the entry of high-level technological innovations into clinical applications and to encourage drug research and development [3] Group 3: Industry Sentiment and Market Response - Industry insiders express that the recent policy support is akin to a much-needed "rain" for companies that have faced a prolonged "winter" in the innovative drug sector [4][5] - The innovative drug market in China has historically been undervalued, with prices significantly lower than international benchmarks, resulting in a mere 3% market share in the global pharmaceutical market [5] - Recent favorable policies have led to a clearer and more stable policy outlook for the innovative drug industry, with notable market performance reflected in the Hang Seng Hong Kong Stock Connect Innovative Drug Index, which has risen over 94% year-to-date [5]