Core Viewpoint - WuXi AppTec's CAR-T product, Benodida, along with four other CAR-T therapies, has successfully passed expert review for inclusion in the 2025 National Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory, signaling a positive regulatory shift towards improving access to cutting-edge therapies [1] Group 1: Stock Performance - WuXi AppTec-B (02126) saw a nearly 7% intraday increase, currently up 6.1% at HKD 4.35, with a trading volume of HKD 7.2867 million [1] Group 2: Regulatory Developments - The National Healthcare Security Administration announced the completion of expert review for the 2025 National Basic Medical Insurance Directory and Commercial Insurance Innovative Drug Directory adjustments [1] - The inclusion of CAR-T therapies in the review indicates a commitment from regulators to enhance the accessibility of advanced treatments [1] Group 3: Market Context - CAR-T therapies have not been included in the basic medical insurance directory due to their high cost, often exceeding one million yuan per injection [1] - Currently, CAR-T therapy payment structures are diversified, relying primarily on commercial health insurance, supplemented by special disease insurance, financial installment plans, and various assistance programs [1] Group 4: Company Response - WuXi AppTec has stated that its CAR-T products will actively participate in the application process for the 2025 medical insurance and commercial insurance innovative drug directories [1] - Over 70 commercial health insurance products have already included WuXi AppTec's Benodida [1]
药明巨诺-B盘中涨近7% CAR-T产品集体通过专家评审 公司积极准备医保申报工作