内容概要：庞大的脑卒中患者群体带动我国依达拉奉市场需求持续扩大，2016年，我国依达拉奉注射液 的销售额攀至巅峰，达到了55.48亿元，2019年该药品被正式纳入首批国家重点监控合理用药目录， 2020年销售额骤降至13.85亿元，跌幅高达67.88%，2022年，第七批国家药品集采启动，依达拉奉成为 唯一一个进入《第一批国家重点监控合理用药药品目录》而被集采的产品，依达拉奉注射液销售额进一 步下降，2024年我国依达拉奉注射液销售额降至1.53亿元。 上市企业：博大制药（871194.NQ）、先声药业（02096.HK）、哈三联（002900）、联环药业 （600513）、国药股份（600511）、华润双鹤（600062） 相关企业：长春海悦药业股份有限公司、药源生物科技（启东）有限公司、扬子江药业集团上海海尼药 业有限公司、扬子江药业集团南京海陵药业有限公司、扬子江药业集团江苏海慈生物药业有限公司、西 安利君制药有限责任公司、四川美大康华康药业有限公司、石家庄凯达生物工程有限公司、陕西健民制 药有限公司、山东新华制药股份有限公司、山东罗欣药业集团股份有限公司、山东方明药业集团股份有 限公司、齐鲁制药有限公 ...

Core Viewpoint - The National Healthcare Security Administration (NHSA) has announced the preliminary review results for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, along with the commercial insurance innovative drug catalog, indicating a significant increase in the number of drugs under review and the introduction of a new commercial insurance category for innovative drugs [1][3]. Group 1: Drug Catalog Submission and Review - A total of 718 submissions were received for the basic medical insurance catalog, involving 633 drug generic names, with 534 passing the preliminary review [3]. - For the commercial insurance innovative drug catalog, 141 submissions were received, involving 141 drug generic names, with 121 passing the preliminary review, including 79 drugs that may be negotiated under both insurance schemes [3][4]. Group 2: Impact on the Pharmaceutical Industry - The introduction of the commercial insurance innovative drug catalog is expected to create new pathways for multi-channel payment for innovative drugs and promote collaboration between commercial insurance and basic medical insurance [3]. - The review process for drugs that have passed the preliminary review does not guarantee inclusion in the final catalog, as they must undergo strict evaluation and successful negotiations [4]. Group 3: Notable Drugs and Categories - The commercial insurance catalog includes 12 monoclonal antibodies, 3 CAR-T therapies, and other innovative drugs, with notable products like CAR-T therapies and PD-1 inhibitors included [5][6]. - There are 42 drugs that only passed the preliminary review for the commercial insurance catalog, primarily from major pharmaceutical companies [6]. Group 4: Future Negotiation Timeline - The NHSA plans to conduct negotiations for the 2025 insurance catalog between September and October, with results expected to be announced between October and November [7].