5 月9 日，京津冀及黑吉辽蒙晋鲁（“3+6”联盟）完成人工晶体类高值耗材联合带量采购信息申报并公示竞争方式拟中选结果，国家医保局局长胡静林出席申报信息公开大会。

行情回顾：过去一周A 股医药股板块指数上涨2.97%，上证综指上涨1.23%，深证成指上涨2.61%，创业板指上涨2.70%。

2020 年4 月，中检所共批签发疫苗5,479.40 万瓶，同比增长37.36%，环比增长20.01%。2020 年1-4 月，累计批签发疫苗18,696 万瓶，同比增长26.71%。

在上2 篇报告《新冠病毒疫苗离我们有多远？》、《mRNA 疫苗究竟是“何方神圣”？》我们分别对新型冠状病毒疫苗研发概况、mRNA 疫苗进行梳理。这是我们的新冠病毒疫苗系列报告的第3 篇，自新冠病毒疫情爆发以来海内外加速推进疫苗研发，截止目前已有7 个企业参与/合作的新冠病毒候选疫苗进入临床试验，此文我们主要和大家聊聊，新冠病毒疫苗是怎么设计并开展临床试验？

Migraine is a common neurological disease characterized by recurrent attacks of severe head pain. Often unilateral, the headaches can last from four hours to three days. Pain is often associated with other symptoms, such as nausea, vomiting, increased sensitivity to light, increased sensitivity to sound, sweating, and diarrhea. An increasing prevalence of migraine has been reported in women than men. However, it often remains undiagnosed and untreated. Despite improvements in the industry, migraine is still found to remain undiagnosed in at least 50% of patients, and less than 50% of migraine patients consult a physician. The majority of the drugs currently available are approved for the acute form of the condition, led by generic triptans as the first-line treatment. NSAIDs are the commonly used drugs for patients with migraine frequently used NSAIDs for migraine and is effective in treating acute migraine headache. Triptans also effectively relieve the pain associated with migraines.

Laser is an acronym used for light amplification by stimulated emission of radiation, which has a specific wavelength and creates high-intensity light. Medical lasers are devices that are used for the treatment of various diseases, such as eye-related diseases, cardiology-related diseases, urology diseases, and tissue removal leading to increased adoption of lasers for diverse medical application, including ophthalmology, dermatology, urology, and cardiovascular. The market revenue includes revenue generated from the devices used for the therapy and excludes the revenue generated from medical lasers used for diagnosis purpose and the services provided by the manufacturers of medical lasers. The market is experiencing a significant growth owing to factors such as high prevalence of eye-related diseases, cardiology issues, neurological issues, and urology related health conditions.

The rising adoption of various healthcare IT systems in hospitals and the explosion of healthcare data are major factors expected to supplement the growth of the market. Electronic data is a rapidly-emerging topic in the healthcare IT market. Since its inception, the healthcare industry has generated large amounts of data, driven by record keeping, compliance and regulatory requirements, and patient care. Thus, there is a huge need for efficient medical document management systems in the market. Furthermore, there are various small and big market players present in the market and the majority of them are focusing on providing interoperability in their systems. Besides, there are few systems which provide integrated solutions that come along with systems like EHR, etc.

The report provides market dynamics and trends related to the global irritable bowel syndrome treatment market. In addition, it presents the estimations and forecast of the market. The study estimates the revenue generated from the sales of irritable bowel syndrome treatment drugs; however, it excludes the irritable bowel syndrome treatment service revenue. The valuations comprise revenue generated from irritable bowel syndrome treatment drug type such as rifaximin, eluxadoline, lubiprostone, linaclotide, and others that are used for the treatment of irritable bowel syndrome. Furthermore, the report excludes revenue generated from post- sale services of irritable bowel syndrome treatment drugs.

Digital therapeutics is a subdivision of digital health, not all digital health solutions are digital therapeutics. The difference between digital health and digital therapeutics is based on the clinical outcomes for patients. For instance, digital therapeutics does not include consumer health-oriented technologies such as step- counters and calorie-counters. Digital therapeutics is a new class of healthcare products that use digital technology to prevent, manage, or treat medical conditions. In addition, it utilizes digital and health technologies to treat a psychological condition. The market is derived exclusively based on the revenue generated through software and devices being utilized in digital therapeutics. It does not include revenue generated from services provided by physicians.

医药行业整体收入放缓，子行业分化加速，结构性高增长持续。2019 年医药上市公司收入增速13.83%，利润总额增长6.06%，扣非净利润下降1.55%；2020 年Q1 医药上市公司收入同比下降7.7%，利润总额下降14.42%，扣非净利润下降13.03%。2019 年医药板块整体收入利润增速略低于2018 年，由于2018 年流感爆发，一季度整体诊疗和用药大幅增长，基数较高，化学仿制药、辅助用药在药品中压力加大，2019 收入增速略低于上期。2020 年Q1 由于受到新冠疫情影响，一季度阶段性停工停业，医院门诊人次减少，行业整体收入利润出现不同程度下滑。行业内部结构性分化明显，其中增速快的子行业业绩继续亮眼，包括创新药放量、生物制品、医疗服务、医疗器械、药店、CRO、疫苗等板块均有不错表现；医药商业、化学仿制药、中药受影响较大。