我国医保目录成为创新药快速落地“加速器”

Core Insights - China has established a dynamic adjustment mechanism for the medical insurance catalog, focusing on newly launched drugs within the last five years [1] - The number of class 1 innovative drugs approved in China has significantly increased, reaching 48 in 2024, which is over five times the number in 2018 [1] - The inclusion of new drugs in the medical insurance catalog has accelerated the market entry of innovative drugs, with 114 new drugs added in 2025, many of which were approved and included in the catalog in the same year [1] Industry Trends - The stable return expectations from R&D investments are encouraging pharmaceutical companies to increase their innovation efforts, particularly in areas with unmet clinical needs such as oncology and rare diseases [1] - A pharmaceutical company has successfully included seven innovative drugs in the national basic medical insurance catalog this year [1] - The time from drug approval to inclusion in the medical insurance catalog has decreased from approximately five years to about one year, with around 80% of innovative drugs being included within two years of market launch [1] Market Dynamics - The medical insurance access has become a key factor for pharmaceutical companies' market expansion, allowing innovative drugs to rapidly gain market share while less clinically valuable drugs are removed from the catalog [1] - The total number of drugs in the national medical insurance catalog reached 3,253 by 2025, with class 1 innovative drugs increasing to 50 [1]