异动解读 | 特瑞普利单抗纳入医保新目录 君实生物股价盘中大涨5.39%

异动解读
29 Nov 2024

君实生物今日盘中股价大涨5.39%,引发了市场广泛关注。导致股价上涨的主要原因是其核心产品特瑞普利单抗新增4项适应症成功获批纳入国家最新的医保目录。

特瑞普利单抗是君实生物自主研发的抗PD-1单抗产品,适用于治疗黑色素瘤、非小细胞肺癌等多种肿瘤。随着4项新适应症即将于2025年1月纳入医保,特瑞普利单抗已覆盖了其所有10个国内获批适应症,成为医保目录中唯一用于上述四大肿瘤治疗的抗PD-1单抗。

医保目录的扩大将大幅提升特瑞普利单抗的可及性和销量。加之产品已在65国家和地区上市,君实生物在全球化布局方面处于领先地位。业内分析认为,特瑞普利单抗的医保纳入以及商业化前景等利好因素,支撑了公司整体盈利能力和长期发展空间,从而推高了股价。

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