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发挥医保引领作用,全方位扶持创新药发展
Huajing Securities· 2025-07-03 03:33
Investment Rating - The report maintains an "Overweight" rating for the Chinese healthcare industry [4][5]. Core Insights - The National Healthcare Security Administration (NHSA) has issued measures to support the high-quality development of innovative drugs, focusing on various weak links in the drug development process [2][3]. - The measures include providing necessary healthcare data services for innovative drug research and encouraging commercial health insurance companies to invest in innovative drug development [2][5]. - The report anticipates a favorable market for the pharmaceutical industry in the second half of 2025, particularly in the H-share biopharmaceutical sector, which includes innovative drugs, internet pharmacies, hospitals, and contract research organizations [4]. Summary by Sections Support for Innovative Drug Development - The NHSA's measures propose multi-faceted support for innovative drug research, including data application, investment, market access, and research direction [2]. - The measures aim to enhance the efficiency of innovation by utilizing a unified healthcare information platform for data collection and analysis [2]. Sales Support for Innovative Drugs - The measures advocate for a multi-tiered medical insurance system to support the sales of innovative drugs, utilizing pharmacoeconomics and health technology assessments [3]. - A dynamic adjustment mechanism for the basic medical insurance drug list is proposed to align with the clinical value of drugs [3]. Clinical Application and Payment Capabilities - The measures emphasize the importance of accelerating the clinical application and payment capabilities of innovative drugs, requiring timely updates to medical institutions regarding drug listings [3]. - The report highlights the need for flexibility in payment standards for innovative drugs to ensure their reasonable use in medical institutions [3].