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港股异动丨恒瑞医药涨超4% 海曲泊帕乙醇胺片上市许可申请获受理
Ge Long Hui· 2025-08-13 07:53
Group 1 - Heng Rui Medicine (1276.HK) shares increased by 4.11%, reaching HKD 78.45, with a trading volume of HKD 380 million and a market capitalization of HKD 520.7 billion [1] - The company received a "Notice of Acceptance" from the National Medical Products Administration for its drug application of Haqubopar Ethanolamine Tablets, which is indicated for adults and children aged 6 and above with persistent and chronic primary immune thrombocytopenia (ITP) who have had poor responses to previous treatments [1] - CICC's research report indicates that the National Healthcare Security Administration has released a preliminary review announcement for the adjustment of the drug catalog for basic medical insurance, maternity insurance, and work-related injury insurance, with 534 drugs passing the preliminary review [1] Group 2 - The expected implementation of a dual catalog mechanism by authorities will provide clear delineation for medical insurance, with the basic medical insurance catalog covering essential clinical drugs, while the commercial insurance innovation catalog will focus on high-value drugs not covered by medical insurance but with significant clinical value [1] - CICC recommends paying attention to stocks like Heng Rui Medicine in light of these developments [1]