Group 1 - The core viewpoint of the article highlights a significant rise in certain innovative drug concept stocks, driven by the recent adjustment of the national medical insurance drug list in China, which includes 114 new drugs, 50 of which are classified as innovative drugs [1] - WuXi AppTec's stock (02126) increased by 8.77% to HKD 3.35, Kintor Pharmaceutical's stock (02171) rose by 3.8% to HKD 18.87, Beihai Kangcheng's stock (01228) went up by 3.38% to HKD 2.45, and Junshi Biosciences (01877) saw a 2.29% increase to HKD 24.1 [1] - Notably, Fosun Pharma's drug, Luwomei Tablets, has been included in the 2025 medical insurance directory, while Beihai Kangcheng's injectable Viraquinase β has entered the commercial insurance innovative drug directory [1] Group 2 - The article emphasizes the inclusion of several CAR-T cell therapies in the first batch of commercial insurance innovative drug directory, including Fosun Kairui's Acalabrutinib injection, WuXi AppTec's Regorafenib injection, and others from various biotech companies [1] - The adjustment of the medical insurance drug list marks the 8th update since the establishment of the National Medical Insurance Bureau, indicating ongoing efforts to enhance access to innovative treatments [1]
港股异动 | 部分创新药概念股早盘走高 多款罕见病药物获纳入医保目录及商保创新药目录