智通财经APP获悉，部分创新药概念股早盘走高，截至发稿，药明巨诺-B(02126)涨8.77%，报3.35港 元；科济药业-B(02171)涨3.8%，报18.87港元；北海康成-B(01228)涨3.38%，报2.45港元；君实生物 (01877)涨2.29%，报24.1港元。 值得注意的是，备受瞩目的百万CAR-T细胞疗法——复星凯瑞的阿基仑赛注射液、药明巨诺的瑞基奥仑 赛注射液、合源生物的纳基奥仑赛注射液、驯鹿生物的伊基奥仑赛注射液、恺兴生命科技的泽沃基奥仑 赛注射液均被纳入首批商保创新药目录。 消息面上，2025年国家基本医疗保险、生育保险和工伤保险药品目录是国家医保局成立以来的第8次调 整。本次目录调整新增114种药品，其中50种为1类创新药。据智通财经报道，复星医药的芦沃美替尼片 进入2025年医保目录，北海康成的注射用维拉苷酶β进入商保创新药目录。 ...

【环球网财经综合报道】日前，国家医保局、人力资源社会保障部印发《国家基本医疗保险、生育保险和工伤保险药 品目录》以及《商业健康保险创新药品目录》，自2026年1月1日起正式执行。这是国家医保局成立以来第8次调整医 保药品目录。本次医保药品目录调整新增114种药品，其中50种为1类创新药。 值得关注的是，本次调整后，多款罕见病药物被纳入2025年医保目录及商保创新药目录。其中复星医药的芦沃美替尼 片进入2025年医保目录，北海康成的注射用维拉苷酶β进入商保创新药目录。同时，5款CAR-T药进入商保创新药目 录，分别是复星凯瑞的阿基仑赛注射液、药明巨诺的瑞基奥仑赛注射液、合源生物的纳基奥仑赛注射液、驯鹿生物的 伊基奥仑赛注射液、科济药业的泽沃基奥仑赛注射液。 国家医疗保障局党组书记、局长章轲还表示，将加快基于医保数据、医保立项和支付的场景，加快医保影像云建设， 力争2027年以前基本实现医保影像的全国互通互认。 《南华早报》近日发文称，花旗银行亚太区医疗保健研究总监约翰·杨表示，"未来几年，生物科技，尤其是创新药 物，肯定会是中国的头等大事。"他认为，中国需要通过升级生产线和生产能力，以及扩大临床管理能力，来发展 ...

科济药业-B(02171)发布公告，CT0596(一种靶向BCMA的同种异体CAR-T细胞候选产品)的初步结果已 在第67届美国血液学会(ASH)年会上进行报告。 CT0596IIT初步研究结果已于美国东部时间2025年12月6日下午5:30-下午7:30，在第67届ASH年会上进行 壁报展示，标题为"CT0596(一种靶向BCMA的同种异体CAR-T细胞疗法)在复发╱难治性多发性骨髓瘤 患者中的首次人体研究"(A First-in-Human Study of CT0596,an Allogeneic CAR T-Cell Therapy Targeting BCMA,in Patients with Relapsed/Refractory Multiple Myeloma))。 CT0596是一款靶向BCMA的通用型CAR-T细胞疗法，基于科济药业自主研发的THANK-u Plus平台开 发，目前正在复发╱难治性多发性骨髓瘤(R/R MM)或浆细胞白血病(PCL)中开展研究者发起的临床试 验。CT0596显示出初步良好的安全性及令人鼓舞的疗效信号，在所有预设剂量组均观察到CAR-T细胞 的扩增。除了R/R ...

Core Viewpoint - The preliminary results of CT0596, an allogeneic CAR-T cell therapy targeting BCMA, were reported at the 67th American Society of Hematology (ASH) Annual Meeting, indicating promising safety and efficacy signals in patients with relapsed/refractory multiple myeloma [1][2]. Group 1 - CT0596 is developed based on the company's proprietary THANK-u Plus™ platform and is currently undergoing investigator-initiated clinical trials for relapsed/refractory multiple myeloma (R/R MM) and plasma cell leukemia (PCL) [2]. - Initial results show good safety and encouraging efficacy signals, with CAR-T cell expansion observed across all predefined dose groups [2]. - The company plans to explore CT0596 in other plasma cell tumors and autoimmune diseases driven by autoreactive plasma cells [2]. Group 2 - The IND application for CT0596 is expected to be submitted in the second half of 2025 [2].

香港交易及結算所有限公司、香港聯合交易所有限公司及香港中央結算有限公司對本公告的內 容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任 何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 CARsgen Therapeutics Holdings Limited 科濟藥業控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2171） 自願公告 於2025年ASH年會上呈列的CT0596的研究成果更新 本公告由科濟藥業控股有限公司（「本公司」，連同其附屬公司及併表聯屬實體統 稱「本集團」或「科濟藥業」）自願作出，以告知本公司股東及潛在投資者本集團最 新業務更新。 本公司董事會（「董事會」）宣佈，CT0596（一種靶向BCMA的同種異體CAR-T細胞 候選產品）的初步結果已在第67屆美國血液學會（「ASH」）年會上進行報告。更多 詳情請參見本公司官網 www.carsgen.com 。 CT0596 IIT初步研究結果已於美國東部時間2025年12月6日下午5:30－下午 7:30，在第67屆ASH年會上進行壁報展示，標題為「CT0596（一種靶向BCMA 的同 ...

Group 1 - Netflix announced an agreement to acquire Warner Bros. Discovery for an enterprise value of approximately $82.7 billion, focusing on its film studios and HBO Max streaming assets, including top IPs like Harry Potter and Game of Thrones, aiming to build a "super content" empire, with the deal expected to face strict antitrust scrutiny [3] - OpenAI plans to respond to Google's Gemini 3 with the upcoming GPT-5.2, which is now expected to launch on December 9, ahead of its original schedule [3] - SpaceX is reportedly seeking an $800 billion valuation through a share sale, although Elon Musk denied the accuracy of this report, stating that revenue from NASA is expected to account for no more than 5% of the company's income by 2026 [4] Group 2 - X, the social platform owned by Musk, was fined €120 million under the EU's Digital Services Act for allegedly violating content moderation regulations [4] - Microsoft is in talks with Broadcom to design future custom chips, potentially shifting from its current supplier Marvell [4] Group 3 - Xingqi Eye Care has multiple products included in the National Medical Insurance Directory, with a notable product priced at 1.78 yuan per piece, expected to positively impact long-term operations [6] - Kexin Pharmaceutical's CAR-T drug has entered the commercial insurance innovative drug directory, drawing market attention [6] - Wuliangye will adjust the price of its eighth-generation product starting next year, offering a discount of 119 yuan per bottle from a base price of 1019 yuan [7] Group 4 - Huawei's CEO emphasized the importance of AI research while focusing on the application of large models and big data in agriculture and technology over the next 3-5 years [6] - BYD's chairman noted a decline in domestic sales due to technological lag and user demand issues, indicating the need for significant technological breakthroughs [7] - Baidu Kunlun Chip plans to file for an IPO in Hong Kong as early as Q1 next year, with a recent valuation of 21 billion yuan [7] Group 5 - Samsung Electronics achieved a key breakthrough in 4nm process technology, improving yield rates to 60-70%, which is expected to enhance its competitiveness in advanced manufacturing [12] - SK Hynix announced plans to localize EUV photoresist to reduce dependence on Japanese suppliers [12]

Core Insights - The introduction of five CAR-T cell therapies into the Commercial Health Insurance Innovative Drug Directory marks a significant breakthrough for these high-cost treatments, which previously struggled to gain access to national insurance negotiations [1][3][4] Group 1: Benefits of Inclusion - The five CAR-T therapies included are aimed at treating various blood cancers, providing hope for potential cures in conditions like large B-cell lymphoma, multiple myeloma, and acute lymphoblastic leukemia [3] - The inclusion of these therapies in the directory is seen as a milestone for improving patient accessibility to innovative drugs in China [4][5] - The pricing of these therapies varies, with the lowest being 999,000 yuan (approximately 99.9 million) for the product from 合源生物, while the highest is 1,290,000 yuan (approximately 129 million) for the product from 药明巨诺 [1] Group 2: Market Dynamics and Cost Considerations - The high production costs of CAR-T therapies, particularly due to the expensive lentiviral vectors sourced from foreign suppliers, have historically limited their pricing and accessibility [3] - Some companies have reported that their CAR-T products will see price reductions of at least 15% upon inclusion in the directory, which is expected to be more favorable than local health insurance programs [5] Group 3: Implementation Challenges - The successful inclusion of CAR-T therapies in the directory raises questions about the practical implementation and accessibility in hospitals, as the directory's effectiveness relies on its adoption at the hospital level [6][7] - Policies such as the "three exclusions" from basic medical insurance and centralized procurement monitoring are designed to alleviate concerns from hospitals and physicians regarding cost assessments, potentially facilitating the entry of these drugs into hospitals [6][7] - There are ongoing discussions about further coordination between the National Medical Insurance Administration and health authorities to ensure that the performance assessments of hospitals do not hinder the adoption of these innovative therapies [7]

科济药业-B（02171）公布，2025年12月1日耗资约296.395万港元回购17.35万股股份。 来源：新浪港股 ...

格隆汇12月1日丨科济药业-B(02171.HK)公告，12月1日耗资296.4万港元回购17.4万股。 ...

智通财经APP讯，科济药业-B(02171)公布，2025年12月1日耗资约296.395万港元回购17.35万股股份。 ...