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药明巨诺-B午后涨超7% 首版商保创新药目录完成专家评审 5款CAR-T药物均过评

Core Viewpoint - The approval of five CAR-T products, including WuXi AppTec's Benauda, by the National Healthcare Security Administration (NHSA) is seen as a positive signal indicating the regulatory body's commitment to improving access to cutting-edge therapies [1] Group 1: Company Specifics - WuXi AppTec's stock price increased by over 7% in the afternoon session, reaching 4.22 HKD with a trading volume of 19.47 million HKD [1] - The company's CAR-T product, Benauda, has been included in over 70 commercial health insurance products, indicating strong market acceptance [1] - WuXi AppTec has stated that it will actively participate in the application process for the 2025 National Basic Medical Insurance and commercial insurance innovative drug directories [1] Group 2: Industry Insights - The recent approval of CAR-T therapies reflects a shift towards a multi-faceted payment structure, primarily driven by commercial health insurance, supplemented by special disease insurance and various financial assistance programs [1] - Despite the high cost of CAR-T treatments, which can exceed one million yuan per injection, the industry is adapting to ensure broader access through innovative insurance solutions [1]