奥赛康(002755)：公司创新药利厄替尼片纳入国家医保目录

Core Insights - The National Healthcare Security Administration (NHSA) has released the updated National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the Commercial Health Insurance Innovative Drug Catalog for 2025, marking a significant policy shift towards a dual-track system for innovative drug coverage [2] Group 1: Drug Catalog Adjustments - A total of 114 new drugs have been added to the medical insurance catalog, including 50 first-class innovative drugs, while 29 drugs have been removed due to lack of supply or better alternatives [2] - The total number of drugs in the catalog has increased to 3,253, comprising 1,857 Western medicines and 1,396 traditional Chinese medicines [2] - A six-month transition period has been established for drugs removed from the catalog, allowing continued payment at original rates until June 2026 [2] Group 2: Impact of 奥壹新® Inclusion - 奥壹新® (generic name: Liratinib) has been successfully included in the national medical insurance catalog, which is expected to significantly reduce the economic burden on lung cancer patients and improve clinical accessibility [3] - As a third-generation EGFR-TKI with independent intellectual property rights, 奥壹新® has shown strong tumor suppression activity and notable efficacy in treating brain metastases, a common issue for EGFR mutation-positive NSCLC patients [3][4] - The inclusion of 奥壹新® in the insurance catalog represents a milestone in its development and provides new treatment options for lung cancer patients, addressing the affordability issue of innovative drugs [4]