港股异动 轩竹生物-B(02575)涨超20%再破顶 轩悦宁进入医保目录 两款肿瘤产品年内密集获批

Core Viewpoint - XuanZhu Bio-B (02575) shares surged over 20%, reaching a new high of 93.05 HKD, driven by the inclusion of its innovative drug XuanYueNing in the national basic medical insurance drug list, enhancing affordability and accessibility for patients [1] Group 1: Company Developments - XuanZhu Bio-B's stock price increased by 19.51%, trading at 92.5 HKD with a transaction volume of 18.7759 million HKD at the time of reporting [1] - The recent announcement regarding XuanYueNing's inclusion in the national insurance list is expected to positively impact the drug's market promotion and sales scale, contributing to the company's long-term operational development [1] Group 2: Industry Insights - The pharmaceutical industry is witnessing a return to product strength, with XuanZhu Bio-B set to receive approvals for two new oncology drugs by 2025, marking a significant realization of its innovative value [1] - The drug Pirlosilib is strategically positioned in the breast cancer market with differentiated indications, while Dirocetam offers high intracranial penetration and over 91% IC-ORR, addressing unmet needs in brain metastasis treatment [1] - Together with Annelaz Sodium, these products form a "three-horse" commercial framework that lays a solid foundation for the company's long-term growth [1]