【医药】全链条赋能创新药，开启创新产业链新周期——医药行业政策点评（20250701）（王明瑞）

Core Viewpoint - The article discusses the implementation of 16 supportive policies by the National Healthcare Security Administration and the National Health Commission to promote the high-quality development of innovative drugs in China, focusing on the entire chain from research and development to market access and payment [3]. Group 1: Research and Development - The opening of healthcare data will enable companies to accurately target high-incidence disease areas and clinical shortages, significantly improving the efficiency of innovative drug development [4]. - Encouragement of long-term capital from commercial health insurance through innovative drug investment funds addresses the high costs and long cycles of drug development, facilitating technology transfer for small and medium-sized biotech firms [4]. - The policy allows for simultaneous application for healthcare policy guidance upon acceptance of drug registration, reducing information asymmetry and commercial risks [4][5]. Group 2: Market Access and Payment - The dynamic adjustment mechanism for the healthcare catalog will allow for temporary inclusion of drugs during major public health events, shortening the time from drug approval to market access [6][7]. - The scientific pricing standards will consider multiple factors such as clinical needs and market competition, optimizing renewal rules to stabilize corporate expectations [7]. - The introduction of a commercial health insurance innovative drug catalog will diversify the payment system for high-value innovative drugs that exceed basic healthcare coverage [7]. Group 3: Clinical Application - The process for listing and procurement of innovative drugs will be expedited, allowing for direct listing of drugs included in healthcare and commercial insurance catalogs [8]. - Medical institutions are encouraged to hold pharmacy meetings within three months of catalog updates, facilitating faster access to innovative drugs [8]. - Support for "special case negotiations" for high-priced innovative drugs will address clinical payment challenges, particularly for targeted therapies and rare disease medications [8]. - The article emphasizes the potential for Chinese innovative drugs to enter international markets, leveraging the country's production capacity and market size [8].