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中文(ZH) 中信建投:看好相关创新药及制药企业的医保准入与商保增量空间

China's 2026 Medical Insurance Catalog Review Sees High Pass Rate for New Drugs

China's National Healthcare Security Administration has released preliminary information regarding the 2026 basic medical insurance catalog and commercial insurance innovation drug catalog adjustments. The review process saw an increase in submitted applications, with 818 materials received for 674 generic names, up from the previous year. Notably, the preliminary review pass rate was high at 92%, and the majority of submitted drugs were new, with 343 applications citing the condition of being a new generic drug approved within the last five years. AI

RANK_REASON Regulatory action by a major government body concerning drug approvals and insurance catalogs. [lever_c_demoted from significant: ic=1 ai=0.4]

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China's 2026 Medical Insurance Catalog Review Sees High Pass Rate for New Drugs

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Optimistic about the medical insurance access and commercial insurance incremental space of related innovative drugs and pharmaceutical companies

    36氪获悉,中信建投研报指出,6月29日,国家医保局公示通过2026年基本医保目录及商保创新药目录调整初步形式审查的药品名单及相关信息。本次形式审查呈现三大特征:一是申报品种数量进一步提高,共收到申报材料818份、涉及674个通用名,较2025年增加100份材料、41个通用名;二是形式审查通过率大幅提升,除预申报品种外初步形式审查总体通过率达92%,较去年提高8个百分点;三是申报品种以新药为主,以目录外条件1(五年内获批新通用名药品)申报的数量达343个。