论文部分内容阅读
医药行业基本面持续向好,估值也越来越具有吸引力。国家对医保目录的调整已经启动,新版目录将纳入更多新药,有望近期颁布。基本药物目录是后医改时代医药板块最大的政策性投资机会。
Fundamentals of the pharmaceutical industry continued to improve, the valuation is also more attractive. The state’s readjustment of the medical insurance catalog has started. The new catalog will include more new drugs and is expected to be promulgated in the near future. The list of essential medicines is the largest policy investment opportunity for the pharmaceutical sector in the post-reform era.