2025年12月7日，国家医疗保障局公布2025年国家医保药品目录调整结果，轩竹生物自主研发的1类创新 药、CDK4/6抑制剂吡洛西利片成功纳入目录，为晚期乳腺癌患者带来医保报销新福利。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中轩竹生物- B(02575)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一) 起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，轩竹生物有可能被调入港股 通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

2025年12月7日，国家医疗保障局公布2025年国家医保药品目录调整结果，轩竹生物自主研发的1类创新 药、CDK4/6抑制剂吡洛西利片成功纳入目录，为晚期乳腺癌患者带来医保报销新福利。 智通财经APP获悉，2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果， 其中轩竹生物-B(02575)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3 月9日(星期一)起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，轩竹生物有 可能被调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

智通财经APP获悉，轩竹生物-B(02575)再涨超7%，截至发稿，涨6.95%，报58.45港元，成交额1076.71 万港元。 消息面上，2025年12月7日，国家医疗保障局公布2025年国家医保药品目录调整结果，轩竹生物自主研 发的1类创新药、CDK4/6抑制剂吡洛西利片成功纳入目录，为晚期乳腺癌患者带来医保报销新福利。 2026年1月1日，吡洛西利国家医保正式执行，有望显著提升吡洛西利的可及性，切实减轻患者经济负 担。 ...

Core Viewpoint - The inclusion of the innovative drug Pyrotinib in the national medical insurance list is expected to enhance its affordability and accessibility for patients, positively impacting the company's long-term operational development [1] Group 1: Stock Performance - Xuan Bamboo Bio-B (02575) saw an early morning increase of over 6%, and as of the report, it rose by 2.36% to HKD 52.05, with a trading volume of HKD 2.99 million [1] Group 2: Drug Inclusion and Impact - Pyrotinib, a CDK4/6 inhibitor developed by the company, was successfully included in the national medical insurance drug list, effective January 1, 2026, providing new reimbursement benefits for patients with advanced breast cancer [1] - The company stated that the results of the medical insurance negotiations will help improve the drug's affordability and accessibility among patients, facilitating market promotion and increasing sales scale [1] - The company plans to actively cooperate in implementing the medical insurance policy, continue hospital access efforts, expand core markets, and enhance market coverage to improve patient access to the medication [1]

Core Viewpoint - Xuan Bamboo Biotech-B (02575) has seen a stock price increase of 4.33%, currently trading at 53.05 HKD, following the inclusion of its innovative drug, Pyrotinib, in the national medical insurance list, effective January 1, 2026, which will benefit late-stage breast cancer patients [1][5]. Group 1 - The national medical insurance inclusion of Pyrotinib was announced on December 7, 2025, by the National Healthcare Security Administration [1][5]. - The company believes that this insurance negotiation outcome will enhance the affordability and accessibility of its drug, Xuan Yuen Ning, for patients [1][5]. - The company plans to actively support the implementation of the insurance policy, continue hospital access efforts, and expand its core market to improve patient access to medication [1][5].

Core Viewpoint - The stock of Xuan Bamboo Bio-B (02575) has seen a significant increase, with a rise of over 6% in early trading and currently up by 2.36% to HKD 52.05, with a trading volume of HKD 2.99 million. The inclusion of the innovative drug Pyrotinib in the national medical insurance list is expected to enhance its market accessibility and sales growth, positively impacting the company's long-term development [1]. Group 1 - The national medical insurance for Pyrotinib will officially take effect on January 1, 2026 [1]. - Pyrotinib, a CDK4/6 inhibitor developed by the company, has been successfully included in the 2025 national medical insurance drug list, providing new reimbursement benefits for patients with advanced breast cancer [1]. - The company believes that the results of the medical insurance negotiations will help improve the affordability and accessibility of Xuan Yuening among patients, facilitating market promotion and sales growth [1]. Group 2 - The company plans to actively cooperate in implementing the medical insurance policy, continuing to promote hospital access, expanding core markets, and increasing market coverage to enhance patient accessibility to the medication [1].

Core Viewpoint - XuanZhu Bio-B (02575) saw its stock price rise over 5%, reaching a high of 71.9 HKD, approaching its historical peak of 72 HKD, driven by the inclusion of its innovative drug, Pyrocilin, in the national basic medical insurance drug list [1] Group 1: Stock Performance - The stock price of XuanZhu Bio-B increased by 4.42%, trading at 70.8 HKD with a transaction volume of 22.02 million HKD [1] Group 2: Drug Approval and Market Impact - Pyrocilin, a new CDK2/4/6 inhibitor, has shown strong efficacy in inhibiting tumor cell proliferation and was approved by the National Medical Products Administration of China for specific types of advanced or metastatic breast cancer patients in May 2025 [1] - The inclusion of Pyrocilin in the national basic medical insurance directory is expected to enhance its affordability and accessibility for patients, thereby promoting market expansion and sales growth for XuanZhu Bio-B [1] - Two approved indications for Pyrocilin have been included in the 2025 national basic medical insurance directory, and an application for its use in combination with aromatase inhibitors for first-line treatment is currently under review [1]

Core Viewpoint - Xuan Zhu Bio-B (02575) saw its stock price rise over 5%, reaching a high of 71.9 HKD, approaching its historical peak of 72 HKD, following the inclusion of its innovative drug, Xuan Yue Ning, in the national basic medical insurance drug list [1] Group 1: Stock Performance - The stock price of Xuan Zhu Bio-B increased by 4.42%, trading at 70.8 HKD with a transaction volume of 22.02 million HKD [1] Group 2: Drug Approval and Market Impact - The inclusion of Xuan Yue Ning in the national basic medical insurance drug list is expected to enhance the affordability and accessibility of the drug for patients, thereby promoting its market sales and positively impacting the long-term operational development of Xuan Zhu Bio [1] - Pyridostatin tablets, a new type of CDK2/4/6 inhibitor, have shown strong efficacy in inhibiting tumor cell proliferation and were approved by the National Medical Products Administration of China for specific types of advanced or metastatic breast cancer patients in May 2025 [1] - The two approved indications for Pyridostatin tablets have been included in the 2025 national basic medical insurance directory, and an application for the first-line treatment indication in combination with aromatase inhibitors is currently under review [1]

Group 1 - XuanZhu Bio-B (02575) saw a significant increase in stock price, rising over 9% to reach a new high of 71.6 HKD, with a current price of 69.7 HKD and a trading volume of 38.59 million HKD [1] - The company announced that its product NG-350A, licensed from clinical-stage oncology company Akamis, received Fast Track designation from the FDA for the treatment of locally advanced rectal cancer (LARC) with proficient mismatch repair (pMMR) [1] - XuanZhu Bio holds exclusive rights for the development, production, and commercialization of NG-350A in the Greater China region [1] Group 2 - From October 30 to November 3, the National Healthcare Security Administration (NHSA) is conducting negotiations for the 2025 National Basic Medical Insurance Drug List, which includes price negotiations for innovative drugs [1] - XuanZhu Bio's drug Pyrocil has successfully passed the preliminary review for inclusion in the national medical insurance list, making its final inclusion critical for the company [1]

Group 1 - XuanZhu Bio-B (02575) saw a significant increase in stock price, rising over 9% to reach a new high of 71.6 HKD, with a current price of 69.7 HKD and a trading volume of 38.59 million HKD [1] - The company announced that its product NG-350A, licensed from clinical-stage oncology company Akamis, received Fast Track designation from the FDA for the treatment of locally advanced rectal cancer (LARC) with proficient mismatch repair (pMMR) [1] - XuanZhu Bio holds exclusive rights for the development, production, and commercialization of NG-350A in the Greater China region [1] Group 2 - From October 30 to November 3, the National Healthcare Security Administration (NHSA) is conducting negotiations for the 2025 National Basic Medical Insurance Drug List, which includes price negotiations for innovative drugs [1] - XuanZhu Bio's drug Pyrocil has successfully passed the preliminary review for inclusion in the national medical insurance list, making its final inclusion critical for the company [1]