--- title: "Policy + Market Dual Windfall, Cosunter's Innovative Pipeline Long-term Value Highlights" type: "News" locale: "en" url: "https://longbridge.com/en/news/288442492.md" description: "On May 31, 2026, the National Healthcare Security Administration released an adjustment plan for the innovative drug \"dual directory,\" optimizing the declaration and payment system. Cosunter benefits from policy dividends, with its hepatitis B research products GST-HG131 and GST-HG141 included in the national major special projects and breakthrough therapy list, highlighting the long-term value of its pipeline" datetime: "2026-06-02T14:20:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288442492.md) - [en](https://longbridge.com/en/news/288442492.md) - [zh-HK](https://longbridge.com/zh-HK/news/288442492.md) generator: "portal-rs" --- # Policy + Market Dual Windfall, Cosunter's Innovative Pipeline Long-term Value Highlights On May 31, 2026, the National Healthcare Security Administration officially released the adjustment plan for the "dual catalog" of medical insurance and commercial insurance innovative drugs. The optimization of the innovative drug application mechanism, the opening of the pre-application channel, and the further improvement of the payment system provide strong policy support for the rapid access of innovative drugs with high clinical value, driving the accelerated upgrade of the domestic innovative drug sector. Riding on the dual windfalls of industry policy dividends and industry expansion, Cosunter (300436.SZ) has precisely positioned itself in the core track of hepatitis B innovative drugs, relying on the continuous realization of pipeline value from heavyweight research products, deeply benefiting from this round of pharmaceutical industry policy changes. **Intensive Release of Policy Dividends, Pipeline Value Welcomes Revaluation** In recent years, the domestic pharmaceutical industry has received multiple policy benefits, with regulatory and healthcare authorities continuously implementing various support measures, from accelerating the review of innovative drugs, medical insurance access support, to continuously improving the industrial development environment throughout the entire industry cycle. Following the issuance of policies by multiple departments in July 2025 to comprehensively safeguard the development of innovative drugs from research and development, access, clinical implementation, and payment levels, in September of the same year, the National Medical Products Administration opened a special review channel for innovative drug clinical trials within 30 days. Coupled with the implementation of the new "Regulations on the Implementation of the Drug Administration Law" in May 2026, which further streamlines the rapid review path for innovative drugs, a multi-level policy system continues to promote the acceleration and expansion of the domestic innovative drug industry. According to data from the National Medical Products Administration, by 2025, 76 innovative drugs had been approved for marketing in China, exceeding the 48 approved in 2024, representing a year-on-year growth of 58.33%, reaching a historical high. Among them, 59 are domestic innovative drugs, accounting for as much as 77.63%, highlighting the achievements of local pharmaceutical companies in innovation and transformation. Riding on the policy tailwind supporting domestic innovative drugs, Cosunter seizes industry development opportunities. Its two hepatitis B innovative drugs in research, GST-HG131 and GST-HG141, have been included in the national "Breakthrough Therapy Variety List" due to their outstanding clinical value. The combined scheme of the two not only serves as a key innovative drug supported by the national full-chain support but also successfully entered the "National Key Technology Special Project for the Prevention and Control of New and Major Infectious Diseases" for hepatitis B clinical cure in January 2026, with the potential to challenge clinical cure for hepatitis B. Against the backdrop of continuous empowerment from multiple industrial policies and orderly project development, the value of the company's hepatitis B innovative pipeline will increasingly stand out with the ongoing progress of innovative drug research and development, becoming the core engine driving the company's medium- to long-term value enhancement. **Market Demand Continues to Expand, Combining Generics and Innovations Opens Growth Space** Globally, there is a large base of chronic hepatitis B patients with significant unmet clinical needs. The "2024 Global Hepatitis Report" released by the World Health Organization shows that in 2022, there were 254 million hepatitis B patients worldwide, with only 13% of chronic hepatitis B infections diagnosed across all regions, and about 3% (7 million people) receiving antiviral treatment. The "China Action Plan for the Prevention and Treatment of Viral Hepatitis (2025-2030)" released in September 2025 clearly states that by 2030, "the diagnosis rate of chronic hepatitis B patients will reach 80% or above, and the antiviral treatment rate for newly reported chronic hepatitis B patients will reach 80% or above," and "departments such as science and technology and health will increase the research and development efforts for innovative drugs." Actively developing innovative solutions for the functional cure of hepatitis B. The drug regulatory authorities will include eligible antiviral treatment drugs for viral hepatitis in the priority approval channel, accelerating the registration and approval of new drugs for market launch. Under the policy drive, the penetration rate of diagnosis and treatment will significantly increase, and innovative hepatitis B drugs are expected to be approved more quickly. At the same time, statistics from Frost & Sullivan indicate that by 2030, the market size of hepatitis B virus drugs in China is expected to exceed 70 billion yuan, with broad industry prospects. In response to the continuously growing market demand, Cosunter has built a multi-dimensional product system based on "generic innovation and a combination of generics and innovation." The generic drug segment has gathered five major nucleoside (acid) antiviral drugs for hepatitis B, including propofol tenofovir, tenofovir, and entecavir, all of which have passed consistency evaluations. Relying on high-quality generic drug products to promote the import substitution of original research drugs solidifies the company's commercialization foundation. The innovative pipeline is anchored in the development direction of clinical cure for hepatitis B, focusing on the core innovative drugs targeting the two key indicators required for clinical cure: HBsAg and HBV DNA. GST-HG131 can significantly inhibit HBsAg and has completed clinical phase II. GST-HG141 can effectively reduce and deplete HBV DNA and pgRNA, indirectly reflecting its potential effective inhibition and depletion of HBV cccDNA, which may become a new cornerstone drug for hepatitis B treatment. It successfully completed the enrollment of all 578 subjects in clinical phase III in February 2026. Research related to both drugs has been recognized in the latest breakthrough abstract report by the American Association for the Study of Liver Diseases (AASLD). The phase II clinical research results of GST-HG141 were also successfully published online in the authoritative international medical journal The Lancet's sub-journal eClinicalMedicine. Relying on a solid foundation of mature generic drugs and a strong focus on innovative drugs, the company meets patient needs throughout the entire course of treatment, precisely positioning itself in the industrial transformation wave from simple viral control to clinical cure for hepatitis B. The continuous deepening of the re-evaluation of innovation value in the pharmaceutical industry means that truly clinically breakthrough innovations that can address unmet needs of major diseases are continuously gaining dual recognition from the market and policies. The underperforming response and the hepatitis B cure track, as a highly potential niche blue ocean in the field of liver diseases, have not yet formed a monopoly pattern and still urgently require more effective innovative drugs. The first-mover research and development advantage and technological barriers will become the core strength for long-term competition for enterprises. As the commercialization ecosystem for innovative drugs continues to improve, the path from research and development to market expansion for innovative results is becoming increasingly smooth, and the industry's valuation system will continue to tilt towards source innovation enterprises. In the future, Cosunter, which is deeply engaged in the niche field of hepatitis B treatment and holds core technological barriers, is expected to continue enjoying the dividends of industry innovation value reconstruction and open up long-term growth space ### Related Stocks - [300436.CN](https://longbridge.com/en/quote/300436.CN.md) ## Related News & Research - [US families, healthcare providers under strain after Trump crackdown on Haitian immigrants](https://longbridge.com/en/news/296335867.md) - [S99 PR Announces Signal Press Framework as AI Search Reshapes Brand Discoverability](https://longbridge.com/en/news/296616980.md) - [Vector Science files US provisional patent for orthopedic tissue-regeneration peptide platform](https://longbridge.com/en/news/296483037.md) - [Roularta Media Group posts H1 2026 results press release](https://longbridge.com/en/news/296573558.md) - [AJ Bell Gilt MPS assets under management top £100 million](https://longbridge.com/en/news/296636771.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**