港股异动|医药股普跌医用耗材和药品价格均迎来政策打压
格隆汇8月2日丨医药股普跌,其中上海医药(2607.HK)跌近6%领跌,石药集团(1093.HK)跌5.44%,三生制药(1530.HK)跌5.28%。日前,针对医用耗材价格虚高、过度使用等问题,国办印发《治理高值医用耗材改革方案》。在8月1日举行的国务院政策例行吹风会上,国家医保局副局长李滔表示,将通过集中采购、取消医用耗材加成等措施,挤出虚高价格水分。此外,市场预期药品新一轮带量采购、耗材集采、医保目录调整等方面的新政将于下半年落地。此前,一份4+7药品集中采购座谈会纪要在业内流传,此次纪要透露的信息,第二轮招标品种仍是先前的25个,但招标的范围要从4+7城市拓展到全国所有省份及地区,包括全部地区的公立医院、定点民营医院、军队医院,并拿出全国用量的70%来招标,但在价格上要求更低。估计8月初公布方案,10月就有望开展。
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