2025国谈新进展：专家评审结束，近期召开企业沟通会

Core Points - The National Healthcare Security Administration (NHSA) announced the adjustment of the national basic medical insurance directory and the commercial health insurance innovative drug directory for 2025, marking the first time a commercial insurance innovative drug directory has been added outside the basic medical insurance directory [1] - A total of 534 drugs were reviewed for inclusion in the basic medical insurance directory, while 121 drug generic names were reviewed for the commercial insurance innovative drug directory, including high-priced innovative drugs like CAR-T [1] - The NHSA will hold a communication meeting in Beijing with companies involved in negotiations, bidding, and price consultations, emphasizing the importance of face-to-face communication with enterprises [2] Summary by Sections Directory Adjustment Process - The adjustment process for the 2025 directory consists of five stages: preparation, application, expert review, negotiation, and result announcement, with the basic directory adjustment and commercial insurance innovative drug directory being developed simultaneously [2] - After the expert review, the process will move into the negotiation/bidding/price consultation phase, where companies must submit relevant materials for assessment by the NHSA [2] Timeline and Comparison - The announcement of the expert review results this year was made on September 20, with companies required to submit materials by September 30, indicating a tighter schedule compared to previous years [2] - The negotiation for the national medical insurance directory is expected to start around October 27, similar to last year, although the addition of the commercial insurance innovative drug directory may slightly delay the timeline [3]