亲历创新药座谈会：医保数据开放，“国字头”投资机构入场

Core Insights - The National Healthcare Security Administration (NHSA) is providing unprecedented support for pharmaceutical innovation, as evidenced by a series of five seminars focused on "Medicare Support for Innovative Drugs and Devices" [1][2] - The NHSA's commitment to supporting high-quality development of innovative drugs aims to meet the diverse medical needs of the public [2] Group 1: NHSA Initiatives - The NHSA has held five seminars to implement measures that promote the high-quality development of innovative drugs, with a clear rejection of pseudo-innovation and inward competition [2][3] - The NHSA has spent a total of 18.04 trillion yuan on healthcare since its establishment in 2018, with an average annual growth rate of 11%, supporting both demand and supply in the healthcare sector [2] Group 2: Investment Opportunities - Major investment institutions, including the National Social Security Fund and China Investment Corporation, are showing interest in the innovative drug sector, indicating a shift towards "patient capital" through the establishment of medical industry funds [1][4] - The NHSA's open data policy is particularly appealing to investors, as it enhances the understanding of market dynamics and reduces uncertainty in investments related to innovative drugs [5][6] Group 3: Data Utilization - The NHSA has established a unified national healthcare information platform that covers 1.33 billion insured individuals and processes approximately 100 billion transactions annually, providing high-quality and timely data for pharmaceutical innovation [5][6] - The transition from "experience-based judgment" to "data-driven" approaches in drug development is facilitated by the NHSA's big data, which enhances precision in drug evaluation and market forecasting [6]