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复星医药(02196)药品新纳入国家医保目录及商保创新药目录
智通财经网· 2025-12-07 10:25
Core Viewpoint - Fosun Pharma has announced the inclusion of several of its products in the 2025 National Medical Insurance Directory and the Commercial Health Insurance Innovative Drug Directory, which is expected to enhance drug accessibility and reduce patient medication costs, positively impacting the company's future performance [1][3]. Group 1: National Medical Insurance Directory - New inclusions in the 2025 National Medical Insurance Directory include: - Luwomeitini Tablets (复迈宁), approved for market in May 2025 - Guo Xiangsu Fuwisili Capsules (复妥宁), approved for market in May 2025 - Pirfenidone Oral Suspension (奥捷宁), approved for market in September 2025 - Tofacitinib Tablets (万缇乐), approved for market in February 2025 - Putomani Tablets (普瑞尼), approved for market in December 2024 [1]. - Adjustments in remarks for existing drugs include: - Levetiracetam Tablets (倍稳), with new indications added in February 2023 - Tofacitinib Injection (珊金), with updated indication descriptions in June 2023 [1]. Group 2: Commercial Health Insurance Innovative Drug Directory - New inclusion in the Commercial Health Insurance Innovative Drug Directory: - Acalabrutinib Injection (奕凯达), approved for market in June 2021 [1]. Group 3: Financial Impact - The total sales for the newly included or adjusted drugs are approximately RMB 401 million for 2024 and RMB 892 million for the first three quarters of 2025, accounting for about 0.98% and 3.04% of the company's revenue during the same periods, respectively [3]. - The inclusion in the directories is expected to facilitate market promotion and sales of these drugs, leading to a positive impact on the company's performance in subsequent years [3].