港股异动 | 药明巨诺-B(02126)午后涨超7% 首版商保创新药目录完成专家评审 5款CAR-T药物均过评

智通财经
Sep 25

智通财经APP获悉,药明巨诺-B(02126)午后涨超7%,截至发稿,涨5.76%,报4.22港元,成交额1947.16万港元。

消息面上,9月20日,国家医保局公告,2025年国家基本医保目录及商保创新药目录调整专家评审工作已结束,包括药明巨诺的倍诺达在内的5款CAR-T药物均通过了专家评审。业内人士普遍认为,此次5款CAR-T产品集体通过专家评审,释放出积极信号,显示监管层在提高前沿疗法可及性上的决心。

值得注意的是,CAR-T治疗由于“一针超百万元”的高昂定价始终未能进入基本医保目录。截至目前,CAR-T疗法已经基本形成了以商业医疗保险为主体、特病特药保险为补充、金融分期及各类救助方案为辅的多元支付格局。据悉,药明巨诺的倍诺达已被70余款商业医疗险产品纳入,公司也对外回应称,公司CAR-T产品会积极参加2025年医保和商保创新药目录申报工作。

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