Group 1 - The core viewpoint of the article highlights that Zai Lab (ZLAB.US) saw a pre-market increase of 3.44%, reaching $35.49, following a report from CICC regarding the National Healthcare Security Administration's announcement on the preliminary review of drug directories [1] - A total of 534 drugs passed the preliminary review, indicating the expected launch of a dual-directory mechanism that will clarify the roles of basic medical insurance and commercial insurance for innovative drugs [1] - The report suggests that the combination of basic medical insurance support and the expansion of commercial insurance is likely to encourage commercial insurance companies to invest in innovative drug development through various means, providing stable long-term investment for R&D [1] Group 2 - The focus on high-value innovative drugs that are not covered by basic medical insurance but have significant clinical value is emphasized, which may lead to increased clinical penetration and enhanced market value for these drugs [1] - CICC recommends paying attention to stocks like Zai Lab, which may benefit from the new insurance policies and the potential for increased investment in innovative drug development [1]
美股异动｜再鼎医药盘前涨超3% 商业保险创新药目录调整有利高价值创新药落地