公司此前表示，本次医保谈判结果有助于公司进一步提高轩悦宁在患者中的可负担性和可及性，有利于 进一步推动该药物的市场推广、提升销售规模，对公司的长期经营发展具有积极影响。公司将积极配合 推进医保政策落地，持续推进医院准入工作、拓展核心市场及扩大市场的覆盖，以期不断提升患者的用 药可及性。 责任编辑：卢昱君 轩竹生物-B（02575）盘中涨超6%，截至发稿，股价上涨4.33%，现报53.05港元，成交额330.84万港 元。 2026年1月1日，吡洛西利国家医保正式执行！2025年12月7日，国家医疗保障局公布2025年国家医保药 品目录调整结果，轩竹生物自主研发的1类创新药、CDK4/6抑制剂吡洛西利片成功纳入目录，为晚期乳 腺癌患者带来医保报销新福利。 公司此前表示，本次医保谈判结果有助于公司进一步提高轩悦宁在患者中的可负担性和可及性，有利于 进一步推动该药物的市场推广、提升销售规模，对公司的长期经营发展具有积极影响。公司将积极配合 推进医保政策落地，持续推进医院准入工作、拓展核心市场及扩大市场的覆盖，以期不断提升患者的用 药可及性。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 就 因 本 公 告 全部或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 Sihuan Pharmaceutical Holdings Group Ltd. 四環醫藥控股集團有限公司 （於百慕達註冊成立的有限公司） （股份代號：0460） 自願公告 創新藥軒悅寧®首次納入國家基本醫保藥品目錄 四 環 醫 藥 控 股 集 團 有 限 公 司（「本公司」或「四環醫藥」，連 同 其 附 屬 公 司，統 稱 為「本集團」）董 事 會（「董事會」）欣 然 宣 佈，本 集 團 旗 下 非 全 資 附 屬 公 司 軒 竹 生 物 科 技 股 份 有 限 公 司（「軒竹生物」）自 主 研 發 的 創 新 藥 吡 洛 西 利 片（商 品 名：軒 悅 寧®）首 次 納 入《國 家 基 本 醫 療 保 險、生 育 保 險 和 工 傷 保 險 藥 品 目 錄（2025年）》 （「2025國家基本醫保目錄」）。2025國家基本醫保目錄將於二零二六 ...

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]

Core Viewpoint - The 2025 National Medical Insurance Drug List has been officially announced, including the addition of the BTK inhibitor, Oubatinib, for the treatment of CLL/SLL patients, marking a significant development for the company and the industry [1] Group 1: Drug Approval and Inclusion - Oubatinib has been included in the 2025 National Medical Insurance Drug List for first-line treatment of chronic lymphocytic leukemia/small lymphocytic lymphoma (CLL/SLL) patients [1] - The drug has also successfully renewed its indications for previously treated CLL/SLL, mantle cell lymphoma (MCL), and marginal zone lymphoma (MZL) [1] - The new drug list will be implemented starting January 1, 2026 [1] Group 2: Company Representation and Innovation - The announcement of the drug list took place during the 2025 Innovative Drug High-Quality Development Conference, where the company showcased its core pipeline and innovative highlights [1] - Oubatinib received approval for its fourth indication in China in April of this year [1]

Core Viewpoint - The 2025 National Medical Insurance Drug List has been released, including 114 new drugs, with a focus on innovative drugs and significant improvements in coverage for key areas such as cancer, chronic diseases, and rare diseases [4][5][10]. Group 1: New Drug Inclusion - A total of 15 A-share pharmaceutical companies announced that their products have been included in the new drug list, particularly benefiting innovative drug companies [7]. - Zai Lab's drug, Jikaxitinib, has been included in the list, which is expected to enhance sales and market accessibility for patients [7]. - Junshi Biosciences has multiple products included, with two new indications for its drug Toripalimab and another drug successfully included in the Class B category [7]. Group 2: Impact on Major Pharmaceutical Companies - Leading companies like Hengrui Medicine have had 10 products included in the new list, with an estimated combined sales of approximately 8.66 billion yuan for 2024 and about 7.55 billion yuan for the first three quarters of 2025 [9]. - Other major players such as Fosun Pharma and Huadong Medicine also have products included, indicating a broad impact across the industry [8]. Group 3: Overall Drug List Changes - The total number of drugs in the directory has increased to 3,253, with 1,857 Western medicines and 1,396 traditional Chinese medicines [5]. - The adjustment marks the eighth update since the establishment of the National Medical Insurance Bureau, reflecting ongoing efforts to enhance drug accessibility and affordability [10].

Core Viewpoint - The company艾力斯(688578.SH) announced that its innovative drugs, Fumetinib (trade name "艾弗沙") and Golecitinib (trade name "艾瑞凯"), have been included in the National Medical Insurance Directory for 2025, which is a significant development for the company's market access and potential revenue growth [1] Group 1 - Fumetinib has been retained in the National Medical Insurance Directory for first-line and second-line treatment indications after successful negotiations [1] - Golecitinib has been included in the National Medical Insurance Directory for second-line treatment indications for the first time through negotiation [1]