2025年国家医保目录、商保创新药目录将于2026年1月1日起执行。其中，2025年国家医保目录的具体医保支付标准、医保报 销细则、谈判药品的协议有效期等信息，须以国家医疗保障局等相关政府部门公示信息为准。 复星医药（600196）(02196)发布公告，根据2025年12月7日国家医疗保障局、人力资源社会保障部发布的《国家基本医疗保 险、生育保险和工伤保险药品目录(2025年)》(以下简称"2025年国家医保目录")以及首次发布的《商业健康保险创新药品目录 (2025年)》(以下简称"商保创新药目录")，上海复星医药(集团)股份有限公司及控股子公司/单位(以下简称"本集团")多款已上市 产品获首次纳入或涉及备注信息调整，现将有关情况公告如下： | 情形 | 药品名称 | 中国境内 | 中国境内 | | --- | --- | --- | --- | | | | 商品名 | 首次获批上市时间 | | 2025 年国家医保目录 | | | | | 新纳入 | 芦沃美替尼片 | 复迈宁 | 2025年5月 | | 枸橡酸伏维西利胶囊 | | 复妥宁 | 2025年5月 | | 吡仑帕奈口服混悬液 | | 奥捷宁 ...

Core Viewpoint - The article discusses the challenges and advancements in the development of rare disease treatments in China, highlighting the efforts of local pharmaceutical companies like Fosun Pharma to innovate and provide solutions for patients suffering from rare diseases [1][10]. Group 1: Rare Disease Landscape - There are approximately 20 million rare disease patients in China, with only 5% receiving effective treatment [1]. - The high cost of developing treatments for rare diseases is attributed to the small patient population, leading to expensive therapies that can equate to decades of income for an average family [1]. - Despite some progress in drug approval and inclusion in medical insurance, many high-cost rare disease medications still face reimbursement challenges [1][8]. Group 2: Fosun Pharma's Innovations - Fosun Pharma has developed a new drug, Luwo Meitini (复迈宁), which has been approved for treating rare tumors, marking a significant step in the company's commitment to rare disease research [2][4]. - The drug targets specific conditions such as Langerhans cell histiocytosis (LCH) and neurofibromatosis type 1 (NF1), providing new hope for patients [2][4]. - Fosun Pharma's CEO emphasizes the importance of balancing profitability with social responsibility in the rare disease sector [3]. Group 3: Market Dynamics and Challenges - The market for rare disease treatments has historically been dominated by multinational pharmaceutical companies, but local firms are now emerging as key players [3][10]. - The global market for MEK1/2 inhibitors is projected to reach approximately $2.068 billion by 2024, with limited approved options in China for certain conditions [6]. - The development of rare disease drugs involves high upfront costs and low market demand, making it challenging for companies to achieve a positive return on investment [7][11]. Group 4: Policy and Accessibility - The article highlights the need for improved healthcare policies and insurance coverage to enhance drug accessibility for rare disease patients [8][9]. - Fosun Pharma is actively engaging in negotiations to include Luwo Meitini in the national medical insurance directory to alleviate financial burdens on patients [9]. - Collaboration among pharmaceutical companies, insurance providers, and patient organizations is essential to improve the economic viability of rare disease treatments [9][12]. Group 5: Future Outlook - The Chinese pharmaceutical industry is positioned to transition from a follower to a leader in rare disease treatment development, driven by policy support and technological advancements [13]. - The ongoing commitment to rare disease research and development is expected to yield more effective treatments, benefiting a larger patient population [10][13].

Group 1 - The core viewpoint of the news highlights the positive performance of the Hong Kong pharmaceutical sector, with the China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index (930965) rising by 0.30% as of May 30, 2025, and notable increases in individual stocks such as Meizhong Jiahe (02453) up 11.32% and Fosun Pharma (02196) up 9.36% [1] - Fosun Pharma's subsidiary Shanghai Fosun Pharmaceutical Industry Development Co., Ltd. received approval from the National Medical Products Administration for its new drug Luwo Mei Tini Tablets (brand name: Fumai Ning), which is indicated for treating Langerhans cell histiocytosis (LCH) and symptomatic, inoperable plexiform neurofibromas in children and adolescents with Neurofibromatosis type I (NF1) [1] - The Hong Kong Medical ETF (513700) has shown a 4.22% increase over the past week, ranking among the top in its category [1] Group 2 - The Shanghai Drug Administration is enhancing communication with the National Medical Products Administration to support enterprises in the registration and listing process, aiming to reduce obstacles and promote innovation in drug and medical device development [2] - The China Securities Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index comprises 50 liquid and large-cap stocks in the healthcare sector, with the top ten weighted stocks accounting for 60.54% of the index [2]