数十万元阿尔茨海默病疗法纳入首版商保创新药目录,离进医保还远吗
LillyLilly(US:LLY) Di Yi Cai Jing·2025-12-08 09:55

Core Insights - The introduction of the first commercial insurance innovative drug directory by China's National Healthcare Security Administration on December 7 has garnered attention, particularly for including two Alzheimer's disease treatments from Eisai and Eli Lilly, highlighting the high barriers to drug development in this area and the limited treatment options available globally [1][2] Group 1: Drug Pricing and Accessibility - The annual treatment costs for Eisai's Lecanemab and Eli Lilly's Donanemab exceed 200,000 RMB and 300,000 RMB respectively, with total treatment expenses potentially reaching up to 500,000 RMB over a year and a half [2] - By 2025, Donanemab will be included in commercial health insurance across ten cities, including Beijing, Guangzhou, and Shenzhen, indicating a step towards broader patient access, although reliance solely on large city insurance is insufficient [2][3] Group 2: Policy and System Development - The exploration of the commercial insurance innovative drug directory reflects significant progress in China's multi-tiered healthcare system, aiming to enhance the affordability and accessibility of innovative therapies for major diseases through collaboration between commercial insurance and national healthcare [2][3] - The Chinese government encourages investment in valuable innovations, with commercial health insurance providing diverse support pathways for innovative drug payments, as emphasized by industry experts [3] Group 3: Economic Impact of Alzheimer's Disease - Alzheimer's disease poses a heavy burden, with the annual cost for patients in China reaching 1.1 trillion RMB in 2015, projected to escalate to 3.2 trillion RMB by 2030 and 11.9 trillion RMB by 2050 [4] - The disease is a key focus in addressing the challenges of an aging population, with policies aimed at facilitating access to innovative therapies for early-stage patients to improve their quality of life [4][5] Group 4: Development of Domestic Therapies - Domestic companies are actively developing related therapies, although most innovative Alzheimer's treatments are still in early preclinical stages and not yet ready for formal clinical trials [5]