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盤中異動 | CRO、創新藥板塊集體走高!新一輪醫保談判開啓,創新藥有望實現放量

智通財經APP獲悉,CRO、創新藥板塊早盤集體走高,截至發稿,$和鉑醫藥-B(02142.HK)$漲超12%,$德琪醫藥-B(06996.HK)$漲超10%,$騰盛博藥-B(02137.HK)$漲近6%,$藥明康德(02359.HK)$漲超5%,$昭衍新藥(06127.HK)$漲近4%。

消息面上,國家醫保藥品目錄調整的現場談判正式開始。浙商證券認爲,簡易續約有望打消市場對於創新藥每年醫保談判/新增適應症續約都會大幅降價的擔心,降價溫和有望形成收入/利潤可持續增長-研發投入持續增長-創新藥持續推進-商業化正反饋。

海通證券認爲,CRO未來長期成長性比較確定,是因爲近年來我國臨牀試驗發展迅猛新藥研發需求驟增。近年來,爲推進藥品高質量發展,更好地滿足臨牀需要,我國持續深化藥品審評審批制度改革,出臺了一系列措施鼓勵藥品創新,各藥企也在政策利好下積極投入創新研發。

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