再创新高！日前公布的新版医保药品目录中，罕见病用药数量超过100种、覆盖病种超50种，为更多患者点亮希望。 2025年5月，我国首个获批用于朗格汉斯细胞组织细胞增生症的药物芦沃美替尼片上市，但每月高达约1.7万元的治疗费用，有能力承担的患者 寥寥无几。 11小时大手术、9次全麻手术、12次放疗……这是6岁的神经母细胞瘤患儿谦谦两年来的经历。 "神经母细胞瘤，虽然属于罕见病，但高发于5岁前的儿童。"中国抗癌协会小儿肿瘤专业委员会主任委员王焕民说，患病后复发率高，生存率 往往难超50%，被称为"儿童癌王"。 四年前，神经母细胞瘤用药达妥昔单抗β获批，可数百万元的单疗程费用，成为无数家庭难以跨越的鸿沟。 一位技术人员在创新药实验室内工作。 新华社发（邹欣 摄） "芦沃美替尼片被纳入新版国家医保药品目录，医保加速入场，将为患者抢出更多生存与康复的机会。"北京协和医院血液科主任李剑说。 芦沃美替尼片进医保，意义不止于此。除了可治疗朗格汉斯细胞组织细胞增生症，它还适用于丛状神经纤维瘤的Ⅰ型神经纤维瘤病儿童及青少 年患者。 此前，医保中已有丛状神经纤维瘤的Ⅰ型神经纤维瘤病用药司美替尼，但仅覆盖3岁及以上患儿，芦沃美替尼片则 ...

11小时大手术、9次全麻手术、12次放疗……这是6岁的神经母细胞瘤患儿谦谦两年来的经历。 再创新高！日前公布的新版医保药品目录中，罕见病用药数量超过100种、覆盖病种超50种，为更多患 者点亮希望。 2025年5月，我国首个获批用于朗格汉斯细胞组织细胞增生症的药物芦沃美替尼片上市，但每月高达约 1.7万元的治疗费用，有能力承担的患者寥寥无几。 "芦沃美替尼片被纳入新版国家医保药品目录，医保加速入场，将为患者抢出更多生存与康复的机 会。"北京协和医院血液科主任李剑说。 芦沃美替尼片进医保，意义不止于此。除了可治疗朗格汉斯细胞组织细胞增生症，它还适用于丛状神经 纤维瘤的Ⅰ型神经纤维瘤病儿童及青少年患者。 此前，医保中已有丛状神经纤维瘤的Ⅰ型神经纤维瘤病用药司美替尼，但仅覆盖3岁及以上患儿，芦沃 美替尼片则可用于2岁及以上患儿。 从3岁到2岁，看似微小的年龄突破，背后是医保对每个生命的守护。 目前，医保用药覆盖罕见病病种已超过50种，但相较于罕见病目录中207个病种，仍有缺口。这其中， 既因为有些罕见病未被攻克、无药可用，也因为有些罕见病药物价格高昂，基本医保无力承担。 "神经母细胞瘤，虽然属于罕见病，但高发于5岁 ...

Market Overview - Major indices in China opened slightly lower, with the Shanghai Composite Index down 0.09%, the Shenzhen Component down 0.09%, and the ChiNext Index down 0.09% [1] - The Shanghai Composite Index closed at 3996.51, with a trading volume of 63.67 billion [2] - The Shenzhen Component Index closed at 13228.50, with a trading volume of 92.07 billion [2] - The NASDAQ Golden Dragon China Index fell by 1.46%, with notable declines in companies like Xpeng, NIO, and Baidu, which dropped over 2% [3] Industry Insights - CITIC Securities forecasts that the pharmaceutical industry will continue to be an overweight sector, driven by innovation and supportive policies, leading to stable growth in the domestic market [4] - China Galaxy Securities reports that the machinery industry has shown steady revenue growth, with total revenue reaching 18924 billion, a year-on-year increase of 8.43% [5] - Huatai Securities expresses optimism for the power grid equipment sector, highlighting a 47% and 44% increase in the unit price of new standard electric meters and transformers, respectively, indicating a recovery in profitability [6]

Core Insights - The report from CITIC Securities indicates a positive outlook for the pharmaceutical investment trend by 2026, driven by both domestic innovation and supportive policies [1] - The healthcare industry is expected to gradually return to a market pricing system based on clinical value and demand, leading to a stable domestic pharmaceutical market environment [1] - Listed companies in the pharmaceutical sector are anticipated to experience continuous and stable performance growth, contributing to the industry's growth certainty [1] Summary by Categories Investment Trends - The pharmaceutical industry is projected to maintain an overweight status, with a focus on innovation-driven and internationalization strategies [1] - Key investment themes for 2026 include: 1) Innovation-driven and internationalization, 2) Self-sufficiency, 3) Beneficiaries of policy changes such as optimized procurement and healthcare payment reforms [1] Market Environment - The internal and external catalysts for the healthcare industry are expected to persist, fostering a long-term development trend characterized by stability and growth [1] - The emphasis on clinical value and demand in pricing is likely to enhance the overall market environment for pharmaceuticals [1]