国内商保发展和集采优化创新药产业链持续活跃_老虎社区_美港股上老虎

国内商保发展和集采优化创新药产业链持续活跃

金证研2025-12-24

2025年，创新药BD井喷，出海打开市场空间，成为医药行情的主旋律。在政策对真创新、高水平创新的支持下，大量创新药BD仍等待2026年落地。随着国内商保发展和集采优化，创新药产业链高景气有望延续。当前支持创新药产业发展已成为政策导向，2025年北京、上海、重庆、四川等多地出台相关政策，推动创新药行业高质量发展。近日，2026年医保药品目录和商保药品目录发布，首次在基本医保目录之外增设商保创新药目录...

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