“医保双目录”申报药品首次亮相，高价创新药冲刺商保目录

Core Points - The National Healthcare Security Administration (NHSA) has initiated the "dual directory" reform, establishing a new commercial insurance (commercial health insurance) innovative drug directory to support pharmaceutical innovation [1][6] - This year's adjustment marks the 8th time since the NHSA's establishment and is the first time a commercial insurance innovative drug directory has been added outside the basic medical insurance directory [1] - A total of 534 drugs passed the formal review for the basic medical insurance directory, while 121 drug generic names passed for the commercial insurance innovative drug directory, including high-priced innovative drugs like CAR-T [1][3] Group 1 - The establishment of the commercial insurance innovative drug directory provides a new independent application channel for high-priced innovative drugs [3][4] - The commercial insurance innovative drug directory targets drugs that exceed the basic medical insurance scope, are highly innovative, and meet significant clinical needs, such as high-priced cancer drugs and gene therapies [3][5] - The NHSA's support for innovative drugs includes financial backing through the inclusion of more innovative drugs in the insurance directory, as well as empowering the pharmaceutical industry and commercial insurance companies through data sharing and other reforms [6][7] Group 2 - The commercial insurance innovative drug directory is seen as a potential opportunity for pharmaceutical companies, allowing them to gain a first-mover advantage in a new market [2][5] - The NHSA has received 718 applications for the basic medical insurance directory, with a significant increase in the number of drugs passing the formal review compared to previous years [3][4] - The commercial insurance innovative drug directory is expected to alleviate some of the financial burdens on the basic medical insurance system, allowing for a more diversified payment system for innovative drugs [7][9] Group 3 - The innovative drug market in China is rapidly developing, with domestic companies exploring overseas business development and partnerships to expand their market reach [8] - There is a growing concern about the homogenization of innovative drugs, leading to increased price competition and the need for differentiation in drug offerings [9] - The NHSA emphasizes the importance of supporting true innovation and differentiated innovation in the pharmaceutical industry, ensuring that new drugs provide additional clinical benefits and meet unmet medical needs [9]