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新增商保创新药目录 2025年医保目录调整正式启动
news flash· 2025-07-11 08:59
新增商保创新药目录 2025年医保目录调整正式启动 2025年国家基本医疗保险、生育保险和工伤保险药品目录及商业健康保险创新药品目录调整正式启动, 符合条件的申报主体可在7月11日至20日期间,通过国家医保服务平台进行网上申报。今年首次新增的 商保创新药目录,主要聚焦创新程度高、临床价值大、患者获益显著,但因超出"保基本"定位暂时无法 纳入基本目录的药品,助力健全多层次用药保障体系,更好满足人民群众多元化的用药需求,为创新药 发展提供更充足的经济支撑。 ...
公募基金年内收益百强榜:主动权益占85席,30%以上收益的哪家基金公司最多?
Xin Lang Cai Jing· 2025-07-11 08:50
Core Viewpoint - The active equity funds have shown a strong performance recovery amid the gradual rebound of the stock market, with 85 out of the top 100 performing equity funds being actively managed [1][2]. Group 1: Fund Performance - As of July 10, 2023, the average return of 7,037 equity funds was 7.12%, with nearly 85% (5,940 funds) achieving positive returns, and over 26% (1,841 funds) exceeding 10% returns [2]. - Active equity funds have outperformed passive index funds, with 85 of the top 100 funds being actively managed, contrasting with previous years where passive products dominated [2][3]. - The top-performing funds this year are heavily invested in sectors like AI, humanoid robots, new consumption, and innovative pharmaceuticals, showcasing the ability of active funds to generate alpha [1][2]. Group 2: Fund Companies - The performance concentration effect among leading fund companies has become more pronounced, with 150 active equity products achieving over 30% net value growth this year, primarily from top firms like GF Fund, Fuguo Fund, Penghua Fund, and Huatai-PB [1][4]. - GF Fund leads with 10 products returning over 30%, and 18 products exceeding 20% returns, highlighting its strong performance in the market [5]. - Fuguo Fund has 8 active equity funds with returns over 30%, focusing on sectors such as new consumption and AI [6]. Group 3: Sector Focus - The top ten funds are predominantly focused on the pharmaceutical sector, with funds like Changcheng Pharmaceutical Industry Select and GF Pharmaceutical Innovation leading with returns of 83.84% and 45.13%, respectively [3][9]. - The performance of funds in the pharmaceutical sector has been particularly strong, with several funds achieving returns exceeding 30% [6][7]. Group 4: Market Sentiment and Outlook - Investor confidence in the A-share market is improving, supported by favorable liquidity and risk premiums, with expectations of continued market performance driven by fiscal policies and consumer resilience [10][11]. - The market is anticipated to experience a steady upward trend, with a focus on technology growth, Chinese manufacturing, and new consumption as key areas for investment [11][12].
港股收评:恒指收涨0.46%,中资券商股冲锋,内房股回调!
Ge Long Hui· 2025-07-11 08:48
昨日因传闻大涨的内房股普遍回调,物管股跟跌,苹果概念股、影视娱乐股、职业教育股普遍走低,此前连创新高的新消费概念估老铺黄金大跌超11%。 | 行业热力图 × | 领涨板块 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 电讯设备 | 能源储存装置 -1.31% | 证券及经纪 +5.89% | 互动媒体及服 -1.08% | | | | 银行 -1.01% | 线上零售商 +1.48% | 电讯服务 +0.76% | +0.76% | | | | | | | | | | | | 家庭电器 | 非酒精饮料 | | | | | | | | 药品 -0.54% | +1.40% | -0.45% | | | | | | | 汽车 +0.79% | | 黄金及贵金属 | 游戏软件 | 4 | | | | | | | 生物技术 +2.75% | +1.31% | -0.43% | | | | 数码解决方案服务 +0.19% | 保险 +2.07% | 油气生产商 +0.29% | | | 常规电力 -0. ...
一周医药速览(07.07-07.11)
Cai Jing Wang· 2025-07-11 08:29
Group 1 - Jichuan Pharmaceutical's "Children's Constipation Granules" has received a registration application acceptance notice, marking it as the first innovative traditional Chinese medicine specifically for treating pediatric constipation [1] - The product is expected to be the first Class 1 pediatric-specific drug for constipation following the release of the clinical research guidelines in 2024 [1] Group 2 - Innovent Biologics' drug Daberat® has become the first KRAS G12C inhibitor approved in Macau, providing a new targeted therapy for patients with advanced non-small cell lung cancer [2] - In a Phase II clinical trial, Daberat® demonstrated an objective response rate (ORR) of 49.1%, a median progression-free survival (PFS) of 9.7 months, and a 12-month overall survival (OS) rate of 54.4% [2] Group 3 - Sinovac Biotech's special shareholders meeting approved the election of 10 new directors proposed by SAIF Partners, who committed to support the company's dividend distribution plan [3] - The new board members aim to work closely with management to restore trading of the company's common stock and enhance long-term shareholder value [3] Group 4 - Ganli Pharmaceutical expects a net profit increase of 100.73% to 114.12% for the first half of 2025, with projected profits between 600 million to 640 million yuan [4] - The company achieved market share expansion through two rounds of insulin procurement, with a significant 32.6% increase in agreement volume during the 2024 procurement [4] Group 5 - Ascentage Pharma's new Bcl-2 inhibitor, Lisangtuo® (APG-2575), has been conditionally approved for marketing in China, becoming the first Bcl-2 inhibitor for chronic lymphocytic leukemia/small lymphocytic lymphoma [5] - This marks Ascentage Pharma's second innovative drug to be approved and enter the commercialization stage [5] Group 6 - United Biomedical's UBT37034 injection has received FDA approval for clinical trials, showing significant weight reduction effects when combined with GLP-1 analogs in preclinical studies [6] - The combination therapy demonstrated superior weight loss effects compared to other investigational drugs [6]
天大药业(00455.HK)7月11日收盘上涨11.11%,成交5.99万港元
Sou Hu Cai Jing· 2025-07-11 08:27
Company Overview - Tian Da Pharmaceutical focuses on the development of traditional Chinese medicine, innovative drugs, and healthcare services, aiming to become a competitive player in the pharmaceutical industry [4] - The company is building a comprehensive traditional Chinese medicine industry chain, establishing quality control standards, and creating a new type of traditional Chinese medicine clinic [4] - Tian Da Pharmaceutical utilizes advanced technologies such as big data and artificial intelligence to enhance its healthcare services and expand its market reach [4] Financial Performance - As of December 31, 2024, Tian Da Pharmaceutical reported total revenue of 306 million yuan, a year-on-year decrease of 37.99% [2] - The company recorded a net loss attributable to shareholders of 56.83 million yuan, a significant decline of 154.07% compared to the previous year [2] - The gross profit margin stood at 46.08%, with a debt-to-asset ratio of 33.9% [2] Market Position and Valuation - Tian Da Pharmaceutical's price-to-earnings (P/E) ratio is -4.73, ranking 138th in the industry, while the average P/E ratio for the pharmaceutical and biotechnology sector is 2.79 [3] - The company has underperformed the Hang Seng Index, with a cumulative decline of 20.12% this year, compared to the index's increase of 19.78% [2] Industry Context - The pharmaceutical and biotechnology industry has an average P/E ratio of 2.79, with a median of 6.7 [3] - Competitors in the industry include other pharmaceutical companies with varying P/E ratios, such as Jingxin Pharmaceutical at 0.86 and Dongrui Pharmaceutical at 3.03 [3]
济川药业:子公司获得复方聚乙二醇(3350)电解质散药品注册证书
news flash· 2025-07-11 08:23
Group 1 - The core point of the article is that Jichuan Pharmaceutical's subsidiary has received a drug registration certificate for Compound Polyethylene Glycol (3350) Electrolyte Powder, which is intended for the treatment of chronic constipation and fecal impaction [1] - The product is chocolate-flavored and is one of the five companies in China that have passed the consistency evaluation for this drug [1] - According to data from Minai Network, the sales revenue for Compound Polyethylene Glycol Electrolyte in urban public hospitals and retail pharmacies in China is projected to be 838 million yuan and 8 million yuan respectively in 2024 [1] Group 2 - The approval of the drug registration certificate is expected to have a positive impact on the company's future development [1] - However, the market development cycle for the drug's launch may take time and is subject to uncertainties influenced by pharmaceutical industry policies and procurement bidding [1]
方盛制药:子公司香芩解热颗粒获药物临床试验批准
news flash· 2025-07-11 08:18
方盛制药(603998)公告,全资子公司云南方盛融和药业有限公司与云南中医药大学共同研发的中药创 新药香芩解热颗粒收到国家药品监督管理局核准签发的《药物临床试验批准通知书》。该药品为中药 1.1类,用于成人流行性感冒湿热郁表证。截至2025年6月30日,该药品项目的研发投入累计约1605.69万 元。香芩解热颗粒作为中药创新药,尚未在国内外上市。中成药在呼吸系统疾病中应用广泛,近年来中 国三大终端六大市场呼吸系统中成药销售额均超过800亿元。 ...
医药生物行业周报:半年报预告密集披露,关注业绩表现-20250711
BOHAI SECURITIES· 2025-07-11 08:18
研 行 行业周报 业 半年报预告密集披露,关注业绩表现 ——医药生物行业周报 究 分析师: 侯雅楠 SAC NO: S1150524120001 2025 年 07 月 11 日 医药生物 投资要点: 证券分析师 行业要闻 侯雅楠 022-23839211 houyn@bhzq.com (1)国家医疗保障局公布《2025 年国家基本医疗保险、生育保险和工伤保 险药品目录及商业健康保险创新药品目录调整工作方案》等相关文件; 研究助理 近三月行业指数走势图 (2)默沙东 100 亿美元收购 Verona,获得慢性阻塞性肺病(COPD)重磅 新药; (3)7.2mg 司美格鲁肽申报上市。 证 公司公告 券 研 (1)亚盛医药-B:自愿公告新型 Bcl-2 抑制剂利沙托克拉(利生妥®)正式 获中国国家药品监督管理局批准,用于治疗成人慢性淋巴细胞白血病/小淋巴 细胞淋巴瘤患者; 究 (2)药明康德:2025 年半年度业绩预增公告; 报 相关研究报告 (3)甘李药业:2025 年半年度业绩预增公告; 告 录有望出台——医药生物行 (4)艾力斯:自愿披露关于甲磺酸伏美替尼片 EGFR 20 外显子插入突变 NSCLC 二线 ...
药明康德涨停,预计上半年净利润同比翻倍!医疗健康ETF泰康(159760)实现3连涨,最新规模创近3月新高
Xin Lang Cai Jing· 2025-07-11 07:56
Core Viewpoint - The healthcare ETF, Taikang (159760), has shown a strong performance with a 1.51% increase, marking three consecutive days of gains, driven by significant rises in key stocks such as WuXi AppTec and Kelun Pharmaceutical [1][2]. Group 1: ETF Performance - As of July 11, 2025, the Taikang healthcare ETF reached a new high of 82.42 million yuan, the highest in three months [2]. - The index it tracks, the National Public Health and Healthcare Index (980016), rose by 1.45% [1]. Group 2: Company Performance - WuXi AppTec (603259) reported an expected adjusted net profit of approximately 6.315 billion yuan for the first half of the year, a year-on-year increase of about 44.43% [2]. - The company anticipates a net profit attributable to shareholders of approximately 8.561 billion yuan, reflecting a year-on-year growth of about 101.92% [2]. - Basic earnings per share are projected to be around 3.01 yuan, up approximately 106.16% year-on-year [2]. Group 3: Policy and Market Trends - The National Healthcare Security Administration has initiated a new round of adjustments to the national medical insurance drug catalog, indicating a favorable policy environment for innovative drugs [3]. - China ranks first globally in the number of original drugs developed by its enterprises, with increasing foreign capital investment in Chinese innovative drugs [3]. - The healthcare sector is expected to benefit from a comprehensive policy support system, enhancing the global market position of domestic innovative drugs [3]. Group 4: Index Composition - As of May 30, 2025, the top ten weighted stocks in the National Public Health and Healthcare Index accounted for 52.46% of the index, including major players like Hengrui Medicine and Mindray Medical [4].
仙琚制药:噻托溴铵吸入喷雾剂药品注册申请获得受理
news flash· 2025-07-11 07:47
仙琚制药(002332.SZ)公告称,公司于近日收到国家药品监督管理局下发的噻托溴铵吸入喷雾剂境内生 产药品注册受理通知书。噻托溴铵吸入喷雾剂规格为每瓶60喷,每喷递送剂量为噻托溴铵2.5μg,药液 浓度含噻托溴铵0.2262mg/ml。该品种境内生产药品注册工作进入了审评阶段,如顺利通过审批将丰富 公司的产品线,有利于提升公司的市场竞争力。但药品注册审批工作流程有一定时间周期,存在不确定 性因素,敬请广大投资者审慎决策,注意投资风险。 ...