近日公布的2025年国家医保药品目录显示，新增114种药品，有50种是一类创新药，总体成功率88%， 较2024年的76%明显提高。同时公布的首版商保创新药目录，19种药品获纳入，为建立多层次医疗保障 体系奠定基础。 证券时报记者梳理发现，科创板创新药企收获颇丰，共9款创新药首次纳入医保目录，另有多款代表性 创新药成功续约或扩大适应症，彰显了科创板创新药企的硬核实力与蓬勃生机。 此外，本次首次同步发布商保创新药目录，标志着"医保+商保"协同支付的多层次保障体系取得实质性 突破。在这一创新机制下，科创板龙头药企百济神州的百赫安®（通用名：注射用泽尼达妥单抗）、凯 泽百®（通用名：达妥昔单抗β注射液）2款产品入选，前沿产品获得了更广阔的支付路径。 "科创军团"爆发 在政策明确、路径清晰的环境下，科创板创新药企的硬科技实力得以加速步入价值释放期，迎来快速发 展与成果收获。截至目前，科创板生物医药企业近九成已获批新药得到了医保支持。 首版商业健康保险创新药品目录也正式发布。商保创新药目录与基本医保形成较好的互补衔接，为患者 获取最前沿治疗提供了新的可能。 科创板创新药龙头企业百济神州的两款先进疗法药物成为首批"尝鲜者 ...

Group 1: Healthcare Legislation and Regulation - The draft of the Medical Security Law aims to establish a comprehensive basic medical insurance system and protect the rights of insured individuals [1] - The National Medical Products Administration (NMPA) held a meeting to enhance monitoring and management of medical device sales online, emphasizing risk governance and public safety [2] - Tianjin's health authorities issued a notice to promote the implementation of centralized procurement results, ensuring that selected drugs and consumables are procured within three months [3] Group 2: Medical Data and Technology - Hubei province launched a new feature for its medical insurance information platform to enable nationwide sharing of medical imaging data by 2026 [4] - The Gates Foundation announced a commitment to donate $1.6 billion to the Global Vaccine Alliance over the next five years, contributing to vaccine development and delivery [6] Group 3: Pharmaceutical Developments - Lizhu Group received approval for clinical trials of YJH-012 injection, a new siRNA drug aimed at long-term suppression of uric acid production [5] - Haisheng Pharmaceutical's HSK47388 tablet for autoimmune diseases has had its clinical trial application accepted by the NMPA [6] - Baiyue Shenzhou announced the clinical use of its bispecific HER2 inhibitor in China, targeting patients with HER2-positive biliary tract cancer [8] - Haichuang Pharmaceutical's new anti-cancer drug, Dihengzalu, has been prescribed in multiple cities, marking its entry into clinical practice [9] - Fuhong Hanlin completed the first patient dosing in Japan for its drug Hanshuang in a trial for extensive-stage small cell lung cancer [10] Group 4: Corporate Actions - Wantai Biological Pharmacy responded to investor concerns regarding the efficacy data of its 9-valent HPV vaccine, stating that the circulating data is inaccurate [12] - A senior executive at Kew Flower Pharmaceutical resigned due to retirement, effective immediately [13]

Group 1: Strategic Emerging Industries Development - The government work report emphasizes the promotion of integrated cluster development in strategic emerging industries, highlighting the formation of substantial industrial clusters in the Sci-Tech Innovation Board [1] - The Sci-Tech Innovation Board has 113 listed companies in the biopharmaceutical sector, focusing on treatments for cancer, AIDS, and hepatitis B, making it a major listing venue globally outside the US and Hong Kong [1] - In the integrated circuit sector, there are 119 companies, representing a significant portion of A-share listed companies, with a complete industrial chain from chip design to packaging and testing [1] Group 2: Biopharmaceutical Sector Innovations - The National Medical Products Administration approved 11 new drugs, with five from Sci-Tech Innovation Board companies, indicating a strong performance in drug innovation [2] - Eight new drugs have been approved for Sci-Tech Innovation Board innovative drug companies this year, with a total of 33 globally new class 1 drugs launched since 2018, accounting for 14% of domestic approvals [2] - The medical device sector has seen increased domestic production rates for high-end imaging equipment, with companies establishing resilient supply chains [2] Group 3: Integrated Circuit Industry Growth - The integrated circuit sector reported a net profit of 4.479 billion yuan in Q1, a 73% year-on-year increase, driven by domestic substitution and demand recovery [4] - Companies in the chip design and semiconductor equipment sectors have shown significant revenue and profit growth, with some companies like Hengxuan Technology achieving a 590.22% increase in net profit [4][5] - The production capacity and order status of wafer manufacturing companies remain strong, with major players like SMIC and Huahong maintaining high utilization rates [5] Group 4: Strategic Expansion and Internationalization - Companies in the Sci-Tech Innovation Board are exploring mergers and acquisitions to achieve external growth, with recent announcements of mergers such as Haiguang Information and Zhongke Shuguang [6] - The internationalization of biopharmaceutical companies is accelerating, with 11 companies granting overseas rights to their innovative drugs, marking a significant step towards global market entry [7] - The collaboration between domestic companies and global research institutions is increasing, with over 55 top research institutions engaged in partnerships, facilitating the global transformation of innovative results [7]