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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-nhsa-2026-nrdl-expert-review-july-august@catalyst-calendar.local
DTSTAMP:20260720T200641Z
DTSTART:20260721T010000Z
DTEND:20260721T013000Z
SUMMARY:2026年医保目录及商保创新药目录专家评审窗口
DESCRIPTION:国家医保局披露2026年目录调整初审结果后，7月至8月将组织综合组与专业组专家逐个药品评审，并对拟纳入商保目录药品组织专门评审，影响创新药支付预期和港/A医药估值。\\nImpact score: 78\\nExpected: 专家评审决定后续谈判、竞价或协商资格，重点影响通过初审的肿瘤、罕见病、自免和高值创新药商业化预期。\\nAffected: 512170.SH(etf\, mixed\, score 72)\; 09926.HK(subject\, mixed\, score 78)\; 600276.SH(subject\, mixed\, score 76)\; 01801.HK(subject\, mixed\, score 74)\; 06160.HK(subject\, mixed\, score 72)\\nSources: 国家医保局初审公示: https://www.nhsa.gov.cn/art/2026/6/29/art_105_21130.html\\n国家医保局方案解读: https://www.nhsa.gov.cn/art/2026/5/26/art_14_20707.html\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-nhsa-2026-nrdl-expert-review-july-august
CATEGORIES:policy\,CN\,医保目录\,商保创新药目录\,创新药\,谈判
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DESCRIPTION:Review catalyst preview: 2026年医保目录及商保创新药目录专家评审窗口
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ACTION:DISPLAY
DESCRIPTION:Complete post-event review: 2026年医保目录及商保创新药目录专家评审窗口
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