Lilly(US:LLY) Di Yi Cai Jing·2025-12-07 07:19Core Insights - The recent inclusion of innovative drugs in China's medical insurance system is expected to significantly reduce prices and improve access for patients, particularly for those with metabolic diseases like diabetes and high cholesterol [1][4][5] Group 1: Drug Inclusion and Pricing - The innovative drug Tirzepatide (brand name: Mounjaro) has been included in the medical insurance directory for adult type 2 diabetes patients, marking its entry into the market less than a year after approval [1] - The long-acting PCSK9 inhibitor Inclisiran (brand name: Leqvio), which was priced at 9,988 RMB per injection, is projected to see a price drop of over 60% after being included in the insurance system, potentially reducing the cost to around 3,000 RMB per injection [3][4] - The monthly treatment cost for Tirzepatide ranges from 1,758 RMB to 4,758 RMB, which remains a significant financial burden for patients despite the insurance coverage [3] Group 2: Public Health Impact - The inclusion of these innovative therapies in the insurance system is crucial for alleviating the financial burden on patients and enhancing chronic disease management efficiency, especially given the rising prevalence of conditions like diabetes and high cholesterol in China [4][5] - China has the highest number of diabetes patients globally, with over 140 million adults affected, leading to substantial healthcare expenditures [4] Group 3: Future Drug Development - The acceleration of innovative drug inclusion in the insurance system is expected to stimulate multinational pharmaceutical companies to expedite the development and market introduction of next-generation drugs in China [6] - Clinical trials for new oral PCSK9 inhibitors and other innovative treatments are currently being initiated in China, reflecting a growing focus on advancing therapeutic options in the cardiovascular and metabolic disease sectors [6][7]