恒瑞医药：公司注射用瑞康曲妥珠单抗等多款药品首次纳入国家医保目录

Core Viewpoint - Heng Rui Medicine announced the inclusion of several drugs in the national medical insurance directory, which is expected to positively impact sales, although the exact effect on the company's performance is currently indeterminate [1] Group 1: Drug Inclusion in National Medical Insurance - The following drugs have been newly included in the national medical insurance directory: injection of Rukang Qumatuozhuzhantang, Appleseed Famitinib capsules, injection of Funachizhu single antibody, and several others [1] - New indications for injection of Karilizhu single antibody, Fluorozolpali capsules, and Fumaric acid Tejilidin injection have also been successfully added to the national medical insurance directory [1] - The renewal of the following drugs has been successful, allowing them to remain in the national medical insurance directory: Malate Pyrotinib tablets, Hecoropag Ethanolamine tablets, and several others [1] Group 2: Financial Impact - The total sales revenue for the aforementioned drugs is estimated to be approximately 8.66 billion yuan for the year 2024 [1] - For the first three quarters of 2025, the estimated sales revenue for these drugs is around 7.55 billion yuan [1] - The inclusion of these drugs in the national medical insurance directory is expected to facilitate sales, although the specific impact on the company's operational performance remains uncertain [1]