智通财经APP获悉，部分医药股走高，截至发稿，科济药业-B(02171)涨33.68%，报8.97港元；康宁杰瑞制药-B(09966)涨10.34%，报4.27港元；乐普生物-B(02157)涨7.87%，报3.29港元；云顶新耀-B(01952)涨6.77%，报34.7港元；宜明昂科-B(01541)涨3.42%，报7.55港元。
消息面上，据国家医保局此前介绍，2024年国家医保药品目录调整现场谈判已顺利结束，“扩容”后的新版医保药品目录预计于11月底对外发布，2025年1月1日起正式实施。平安证券指出，此外本次国谈以“加快创新药的临床应用”为重点，凸显产品的创新价值。西南证券表示，创新药国谈和三季报落地。创新药国谈方向投资机会值得期待。
交银国际表示，近期医药板块在大幅震荡后小幅回升，考虑到板块估值仍处于历史底部、叠加后续宏观利好政策出台+流动性改善，该行认为仍有进一步修复空间。继续重点推荐医保谈判潜在受益标的，包括康方生物、先声药业、传奇生物、云顶新耀、和黄医药等短期催化剂丰富、盈利高增长或盈亏平衡时间点明确、估值有较大修复弹性的创新药标的。
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