Brokerage: Optimistic about the positive impact of medical insurance negotiations on the pharmaceutical industry

Multiple brokerages have also expressed optimism about the positive impact of medical insurance negotiations on the pharmaceutical industry. Huafu Securities believes that the success of medical insurance negotiations will have a profound impact on patients, pharmaceutical companies, and the healthcare system, helping to optimize resource allocation. Minsheng Securities believes that through new drug negotiations and the centralized procurement of generic drugs, the unreasonable cost space in the circulation link has been significantly compressed, leading to more reasonable retail prices for drugs and a substantial improvement in the necessity, rationality, and standardization of drug use