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热门赛道,迎重磅利好!
证券时报· 2025-07-10 13:35
6月20日,国家药监局党组书记、局长李利主持召开会议,研究部署支持高端医疗器械创新发展举措,审 议通过《关于优化全生命周期监管支持高端医疗器械创新发展的举措》(以下简称《举措》)。 会议指出,党中央、国务院高度重视高端医疗器械创新发展,党的二十届三中全会明确提出要健全支持创 新医疗器械发展机制,2024年,国务院办公厅印发《关于全面深化药品医疗器械监管改革促进医药产业高 质量发展的意见》(国办发〔2024〕53号), 提出要深化药品医疗器械监管全过程改革,明确了医疗器 械领域支持要点 。医用机器人、高端医学影像设备、人工智能医疗器械和新型生物材料医疗器械等技术集 成度高,是高端医疗器械的典型产品,也是塑造医疗器械新质生产力的关键。《举措》包括优化特殊审批 程序、完善分类和命名原则、持续健全标准体系、进一步明晰注册审查要求、健全沟通指导机制和专家咨 询机制、细化上市后监管要求、强化上市后质量安全监测、密切跟进产业发展、推进监管科学研究和推动 全球监管协调等十方面具体措施。 《举措》的出台对支持高端医疗器械重大创新,促进更多新技术、新材 料、新工艺和新方法应用于医疗健康领域,满足人民群众健康需求具有重要意义,是药 ...
财政部:对于4500万元人民币以上的医疗器械政府采购项目 在华欧资企业可以参与
news flash· 2025-07-10 13:11
财政部:对于4500万元人民币以上的医疗器械政府采购项目 在华欧资企业可以参与 金十数据7月10日讯,财政部发布《关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通 知》政策问答,其中提到,对于4500万元人民币以上的医疗器械政府采购项目,未分包开展采购的,非 欧盟企业提供的自欧盟进口的医疗器械占比不得超过该项目合同总金额的50%;分包开展采购的,非欧 盟企业提供的自欧盟进口的医疗器械占比不得超过分包后单个采购包合同金额的50%。对于4500万元人 民币以上的医疗器械政府采购项目,在华欧资企业可以参与。但如果其提供的产品中包含自欧盟进口的 医疗器械,则自欧盟进口的医疗器械金额占比不得超过项目合同总金额的50%。 全部或者部分由欧盟 投资者投资,依照中国法律在中国境内经登记注册设立的企业为在华欧资企业,其在中国境内生产的医 疗器械不属于措施限制的范围。 ...
通讯|不仅救治病人 更要留下能力——中国第27批援贝宁医疗队纪实
Xin Hua She· 2025-07-10 12:58
新华社记者司源 孙毅 "我们不仅是来救治病人的,更要留下带不走的能力。"杨萍说。医疗队通过病例讨论、手术演示、现场 教学等方式,提高当地医生在创伤急救、骨折复位、术后康复等方面的独立操作水平,力求将先进经验 真正"扎根"在贝宁土地上。 通讯|不仅救治病人 更要留下能力——中国第27批援贝宁医疗队纪实 当杨萍医生再次走进重症监护室时,45岁的病人拉韦·贝亚特丽斯已经恢复自主呼吸,生命体征平稳, 正安静接受护理。这名曾被认为几无生还可能的患者,顽强地挺过了最危险的关口。"她真的挺过来 了!"谈到当时的情景,中国第27批援贝宁医疗队队长、外科主任医师杨萍仍激动不已。 这是一名中年女性患者,此前接受腹膜炎及阑尾切除术后突发严重并发症,被紧急转至杨萍所在的贝宁 西南部洛科萨市的莫诺和库福省中心医院。在急诊科会诊时,杨萍发现患者腹腔感染严重,合并肠瘘、 腹壁切口组织大片坏死,生存希望渺茫。尽管如此,她仍在患者家属全力配合下,带领团队实施了紧急 剖腹探查、结肠造瘘、清创缝合等手术。 奇迹在两周后出现。病人恢复清醒、生命体征稳定,之后康复出院,并于术后半年再次接受结肠造瘘还 纳及消化道重建手术,最终成功回归正常生活。这场生死 ...
中国生物技术快速突围,资本如何进一步赋能?
Di Yi Cai Jing· 2025-07-10 12:48
当前医保支出多以仿药和中药为主,创新药的比例仅为3%,未来创新药商保支付的空间巨大。 中国生物医药快速发展的同时,机遇与挑战并存。面对技术迭代的瞬息万变、资本与产业需求的适配难 题,以及全球竞争格局下的协同困境,生物医药参与方仍需进一步探索破局之道。 在近期举办的陆家嘴金融沙龙上,多位产业界、投资界、学术界专家以"聚势·破局:生物医药产业与资 本的协同发展"为主题进行了深入讨论,分析了中国生物医药在国际所处水平、面临的机遇与挑战,以 及资本的赋能路径。 嘉宾一致认为,国外公司对中国生物医药质量的认可度正在逐步提升,生物医药产业跃升还需多方协 同,比如:政府优化审评审批与支付政策,资本提供长期耐心支持,企业提升全球运营能力,科研机构 强化源头创新。 中国生物技术产业危与机并存 相较美国、欧洲等发达国家,中国在生命科学领域的基础科研处在怎样的水平,中国做Biotech(生物 技术)面临哪些机遇与挑战?在中国创新药快速发展的背景下,这些问题成为市场的关注点。 针对地缘政治和美国药价政策可能对跨国药企与中国药企合作产生的影响,杨樱称,这是一个复杂的问 题,"目前中国和美国的药价存在巨大差异,而美国政府提出的最惠国待遇 ...
大利好!国家医保局,正式发布
21世纪经济报道· 2025-07-10 12:18
Core Viewpoint - The new healthcare policy aims to enhance the accessibility of innovative drugs through the establishment of a commercial insurance innovation drug directory, which is expected to include around 20 to 30 new drugs, thereby improving the overall insurance coverage for patients [6][9]. Group 1: Policy Changes - The National Healthcare Security Administration (NHSA) has released a series of documents outlining the adjustments to the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug directories, as well as the commercial health insurance innovation drug directory [2][4]. - The new policy emphasizes a collaborative negotiation mechanism for the commercial insurance innovation drug directory, differing from the basic insurance directory's negotiation process [6][8]. Group 2: Market Impact - The introduction of the commercial insurance innovation drug directory is expected to allow insurance companies to negotiate prices with pharmaceutical companies, leading to lower prices compared to existing market rates [6][8]. - This policy is anticipated to expand the coverage of commercial insurance and reduce operational costs for insurance companies, ultimately benefiting patients by increasing their access to innovative drugs [6][9]. Group 3: Implementation and Future Outlook - The NHSA will begin accepting applications from eligible companies for the new drug directory starting from July 20, 2023, indicating that the preparation for the 2025 adjustments is nearly complete [9]. - The dynamic nature of the directory, which will be updated annually, suggests that more innovative drugs may be included in short-term health insurance plans in the future, providing more options for the public [8][9].
刘国中:加快医药创新发展 更好保障人民健康
news flash· 2025-07-10 12:13
金十数据7月10日讯,中共中央政治局委员、国务院副总理刘国中10日到北京大学医学部调研医药创新 发展工作。他强调,要强化协同攻关和政策落实,加强医药领域基础研究和科技创新能力建设,积极支 持创新药和医疗器械加快发展,为推进健康中国建设提供有力支撑。要坚定信心,充分发挥我国在产业 体系、发展环境等方面优势,聚焦重点难点问题,有力推动医药创新和产业高质量发展。要加强产学研 深度融合,鼓励企业、高校、科研机构与医疗机构联合攻关,提高医药科技创新水平,在药物、疫苗和 医疗器械研发方面取得更多突破性成果。 (新华社) 刘国中:加快医药创新发展 更好保障人民健康 ...
商保创新药怎么谈?解读2025年医保目录调整新政
Core Insights - The National Healthcare Security Administration (NHSA) has released a new policy framework for the adjustment of the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, as well as the commercial health insurance innovative drug catalog [1][2] - The new policy signals a shift towards a collaborative pricing mechanism for innovative drugs, allowing commercial insurance companies to negotiate prices with pharmaceutical firms, which is expected to lower costs and expand coverage [2][3] Group 1: Policy Design and Market Impact - The newly introduced commercial insurance innovative drug catalog is expected to include around 20 to 30 drugs, filling gaps in the basic medical insurance catalog and enhancing overall coverage [1] - The commercial insurance innovative drug catalog emphasizes a negotiation mechanism, differing from the basic medical insurance catalog's negotiation process, indicating a more flexible approach to pricing [1][2] - The policy aims to benefit the public by increasing access to new and effective medications, allowing patients to enjoy greater reimbursement for innovative drugs [2] Group 2: Role of Commercial Insurance Companies - Commercial insurance companies will have the opportunity to negotiate prices with pharmaceutical companies, which is a significant shift from previous practices where they had limited bargaining power [2] - Different insurance companies will design various insurance products based on their payment capabilities, leading to a competitive environment and broader coverage options for consumers [2][3] - The NHSA will selectively invite experienced commercial insurance companies to participate in the negotiation process, ensuring that their input is considered in the final decisions [2] Group 3: Future Implications for Innovative Drugs - The dynamic nature of the drug catalog, which will be adjusted annually, suggests that more innovative drugs may be included in short-term health insurance plans, providing consumers with more choices [3] - Pharmaceutical companies can apply for inclusion in the commercial insurance innovative drug catalog independently or alongside the basic catalog, enhancing their market opportunities [3] - The integration of the basic drug catalog with the commercial insurance innovative drug catalog will be strengthened, impacting how drugs are priced, demanded, and reimbursed in the market [3]
医保个人账户将全部取消?官方辟谣
证券时报· 2025-07-10 11:47
辟谣。 近日,一篇题为《7月起医保新调整,"个人账户"将全部取消,卡内余额转哪里去?》的自媒体文章引起较 多关注。文中宣称"从医保局内部人士处获悉,全国医保个人账户改革已进入关键阶段""自2025年7月1日 起,全国范围内分步推进医保个人账户改革,最终目标是取消现行个人账户模式"。 对此,中国互联网联合辟谣平台向有关部门查证得知,相关文章中"个人账户将全部取消""全国范围内全面 取消个人账户,所有医保缴费全部进入统筹基金,建立全国统一的医疗保障积分系统"等内容纯属谣言。 事实上,按照中央"改革职工基本医疗保险个人账户,建立健全门诊共济保障机制"部署和《关于建立健全 职工基本医疗保险门诊共济保障机制的指导意见》(国办发【2021】14号)要求,目前医保改革正顺利 推进,多数地区已顺利完成相关工作。此次改革是在不增加社会和个人额外负担的前提下,建立职工医保 普通门诊统筹,不存在"取消职工个人账户"。 值得注意的是,此类谣言并非首次出现。 早在2023年10月,国家医疗保障局办公室和中国互联网联合辟 谣平台就曾针对"取消职工医保个人账户"的谣言进行过专门辟谣。然而,时隔一年多,类似虚假信息再次 出现。谣言故意歪曲医 ...
财报解读|药明康德半年报业绩预喜,增速高于一季度
Di Yi Cai Jing· 2025-07-10 11:35
Group 1 - The company expects to achieve a net profit attributable to shareholders of approximately 8.561 billion yuan, representing a year-on-year increase of about 101.92% [1] - For the first half of 2025, the company anticipates total revenue of approximately 20.799 billion yuan, a year-on-year growth of about 20.64%, with revenue from continuing operations increasing by approximately 24.24% [1] - The significant growth in net profit is partly attributed to investment gains from the sale of shares in an associate company, with expected gains of about 3.21 billion yuan from the sale of WuXi AppTec shares [1] Group 2 - Excluding certain impacts, the company expects an adjusted net profit of approximately 6.315 billion yuan, reflecting a year-on-year increase of about 44.43% [3] - The company projects a net profit attributable to shareholders, excluding non-recurring gains and losses, of approximately 5.582 billion yuan, which is a year-on-year growth of about 26.47% [3] - The biopharmaceutical sector has shown signs of recovery in 2025, driven by a surge in external authorization transactions, which may benefit the contract research organization (CRO) and contract development and manufacturing organization (CDMO) segments [3] Group 3 - The company previously projected that revenue from continuing operations would return to double-digit growth in 2025, with a year-on-year increase of 10% to 15% [4] - Overall revenue for 2025 is expected to reach between 41.5 billion and 43 billion yuan, representing a year-on-year growth of 5.76% to 9.6% compared to 2024 [4] - Achieving these targets would mean that the company's total revenue would surpass the peak revenue achieved in 2023, driven by the commercialization of COVID-19 [4]
畅通消费循环,“北京方案”优化住房、汽车消费供给——支持公积金“既提又贷”、优化小客车指标配置
Core Viewpoint - The Beijing Municipal Government has issued the "Beijing Special Action Plan for Deepening Reform and Boosting Consumption," which includes 24 measures aimed at enhancing consumption quality and optimizing the consumption environment, with a target of achieving an average annual growth of around 5% in total market consumption by 2030 [1] Group 1: Housing Consumption Policies - The plan introduces a new policy allowing individuals to withdraw housing provident fund for down payments while simultaneously applying for housing loans, which is expected to lower the threshold for home purchases and alleviate financial pressure on buyers [2] - The proposed "mortgage transfer" policy aims to simplify the second-hand housing transaction process, reducing transaction time and costs, thereby increasing market liquidity [2][3] Group 2: Automotive Consumption Policies - The action plan emphasizes the need to optimize small car indicator allocation to better meet family vehicle needs and expand the automotive aftermarket, including modifications and rentals [4] - The current situation shows a significant competition for car purchase indicators, with a probability of winning for families at approximately 1% and for individuals at 0.1%, highlighting the need for policy reform [4] Group 3: Service Consumption Enhancement - The plan aims to leverage cultural resources to enhance service consumption, supporting new business models such as online performances and live auctions, which are expected to enrich entertainment consumption [5] - The initiative also focuses on developing health and domestic services, encouraging internet platforms to facilitate better supply-demand matching [5] Group 4: Income Growth Initiatives - The action plan outlines measures to promote reasonable growth in wage income, including adjustments to the minimum wage standards, which currently stand at 2420 yuan per month [6] - The plan also aims to broaden channels for property income and enhance financial services for the elderly, indicating a comprehensive approach to improving residents' financial well-being [6]