北海康成-B(01228.HK):“CAN 103”纳入中国首版“商保创新药目录”

Core Viewpoint - The inclusion of CAN 103 in China's first version of the "Commercial Insurance Innovative Drug Directory" marks a significant milestone for the company, ensuring broader access to effective domestic enzyme replacement therapy for Gaucher disease patients [1][2]. Group 1: Product Development and Approval - CAN 103 is the first domestically developed enzyme replacement therapy for Gaucher disease in China, approved for use in adolescents aged 12 and above and adults with Type I and III Gaucher disease [1]. - The drug was approved for market launch on May 13, 2025, and officially entered clinical application on July 2, 2025, at Xinhua Hospital affiliated with Shanghai Jiao Tong University School of Medicine [1]. Group 2: Regulatory and Market Context - The "Commercial Insurance Innovative Drug Directory" is set to be implemented on January 1, 2026, and includes innovative drugs that exceed basic insurance coverage and have significant clinical value [1]. - In the 2025 medical insurance negotiations, 121 drug varieties applied for inclusion in the directory, but only 24 were selected for negotiation [1]. Group 3: Impact on Patients and Healthcare - The inclusion of CAN 103 in the directory will ensure that Gaucher disease patients have access to safe and effective domestic enzyme replacement therapy, providing broader and more comprehensive treatment coverage [2].

CANBRIDGE-北海康成-B(01228.HK):“CAN 103”纳入中国首版“商保创新药目录” - Reportify