PD-1醫保談判在即 相關股份走強
格隆匯12月15日丨昨日上午九點,2020年的國家醫保談判在北京人大會議中心拉開帷幕。談判預計持續3天-4天,或涉及300餘藥品。《財經》雜誌稱,PD-1品種談判或將在16日進行。7個品種入圍,恆瑞醫藥(600276.SH)、百濟神州(6160.HK)、君實生物(1877.HK)3家本土藥企將與默沙東、BMS、AZ等4家跨國巨頭正面交鋒。恆瑞醫藥(600276.SH)漲6.2%,君實生物(1877.HK)漲3.51%,百濟神州(6160.HK)漲2.22%;信達生物(1801.HK)漲逾7%,旗下達伯舒為現時唯一在醫保目錄中的PD-1品種。
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