Core Viewpoint - The announcement of the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog, along with the first edition of the Commercial Health Insurance Innovative Drug Catalog, highlights the inclusion of several new drugs from various pharmaceutical companies, indicating potential growth opportunities in the healthcare sector [1][5]. Group 1: New Drug Inclusions - Green Leaf Pharmaceutical has five new products included in the 2025 National Medical Insurance Drug Catalog or the Commercial Health Insurance Innovative Drug Catalog, including MiMeiXin and RuiBaiLai, marking significant advancements in pain management and treatment options [2][6]. - RoXin Pharmaceutical's core innovative drug, TaiXinZan, has been included in the 2025 National Medical Insurance Drug Catalog, achieving full coverage for its approved indications [6][7]. - Dongcheng Pharmaceutical's product, Technetium-99m labeled Tetrakis, has been successfully included in the National Medical Insurance Drug Catalog, filling a gap in the market for myocardial perfusion imaging agents [8][9]. Group 2: Stock Performance - As of December 8, Green Leaf Pharmaceutical's stock price reached 3.05 yuan, reflecting a 40.55% increase since the beginning of the year [2][6]. - RoXin Pharmaceutical's stock price was 5.18 yuan as of December 9, showing a 35.6% increase year-to-date [7][8]. - Dongcheng Pharmaceutical's stock price was 14.66 yuan as of December 9, with a year-to-date increase of 20.26% [8][9]. - Rongchang Bio's stock price reached 85.29 yuan as of December 9, marking a significant increase of 183.25% since the start of the year [9]. Group 3: Innovative Treatments - MiMeiXin is noted as the first oral naloxone formulation in China for pain management, while RuiBaiLai offers a unique long-acting injection regimen [2][6]. - TaiXinZan has demonstrated superior efficacy in eradicating Helicobacter pylori compared to traditional treatments, showcasing its innovative therapeutic mechanism [7]. - HaiPuYi, a product from LuNan Pharmaceutical, has been included in the first edition of the Commercial Health Insurance Innovative Drug Catalog, addressing a critical shortage in the treatment of phenylketonuria [9].

Core Viewpoint - Tibet Pharmaceutical (600211) has seen a positive market response following the announcement that its subsidiary's product, Xinhuasuan, has been included in the National Medical Insurance Drug List for 2025, which is expected to enhance future sales and operational development [1][2]. Group 1: Company Performance - As of December 8, 2025, Tibet Pharmaceutical's stock closed at 41.97 CNY, up 0.65% from the previous trading day, with a total market capitalization of 13.528 billion CNY [1]. - The stock opened at 41.78 CNY, reached a high of 42.19 CNY, and recorded a low of 41.78 CNY, with a trading volume of 96.8223 million CNY and a turnover rate of 0.71% [1]. Group 2: Product and Market Impact - The product Xinhuasuan, a recombinant human brain natriuretic peptide injection, is primarily used for the short-term treatment of acute decompensated heart failure and is limited to use in secondary and higher medical institutions [1]. - In 2024, Xinhuasuan is projected to generate sales revenue of 2.433 billion CNY, accounting for 86.89% of the company's main business revenue; in the first half of 2025, it is expected to generate 1.456 billion CNY, representing 88.36% of the revenue [1]. - The inclusion of Xinhuasuan in the regular drug list is anticipated to have a positive impact on the company's future sales and operational growth [1].

Core Viewpoint - Xuan Bamboo Biotech-B (02575.HK) announced that its self-developed innovative drug, Pirlosilide Tablets (brand name: XuanYueNing®), has been included in the National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Catalog (2025) [1] Group 1 - The inclusion of XuanYueNing® in the 2025 National Basic Medical Insurance Catalog will officially take effect on January 1, 2026 [1] - This outcome of the medical insurance negotiation will enhance the affordability and accessibility of XuanYueNing® for patients, facilitating its market promotion and increasing sales scale [1] - The company plans to actively cooperate in implementing the medical insurance policy, continue to promote hospital access, expand core markets, and increase market coverage to improve patient access to medication [1]