三生制药多款产品续约医保,研发管线进展加速

长城证券
20 Dec 2024

2024年国家医保目录结果公布,公司多款产品成功续约/新增。其中续约产品包括公司重点产品特比澳(重组人血小板生成素)、伊尼妥(HER2单抗),新增产品包括盐酸纳呋拉啡口崩片,用于改善血液透析患者的瘙痒症。本轮医保谈判将一类的化药、一类的生物制品等全球性创新药作为重点支持对象,部分国内创新药谈判价格与往年相当,体现了对国产创新药的持续鼓励,预期公司特比澳续约价格稳定,优于市场预期。此外,根据公司最新...

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