港股医药股今日集体走强,大涨概念股中,备受瞩目的药明生物(02269.HK)盘中大涨6.35%。
推动药明生物股价大涨的主要原因包括两个方面:一是整体医药股受到市场追捧,带动行业板块集体上涨;二是市场对即将出台的医保丙类目录存在较高预期,有望为国内创新药企如药明生物等打开更广阔的市场空间。
根据国家医保局负责人表示,医保丙类目录将于今年内发布,聚焦那些虽暂时无法纳入基本医保目录,但创新程度很高、临床应用价值显著的创新药品。分析人士认为,丙类目录或将优先考虑通过形式审查及专家评审但未被纳入基本医保目录的药品,国内创新药将有望打开支付空间。
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