智通财经APP获悉，药明巨诺-B(02126)盘中涨超20%。截至发稿，涨17.72%，报2.79港元，成交额2215.89万港元。
消息面上，2026年医保国谈首次实现基本医保与商保“双目录”衔接，百万元级CAR-T疗法首次登上基本医保谈判桌。合源生物纳基奥仑赛和药明巨诺瑞基奥仑赛依托“条件五”政策，从商保目录进入基本医保谈判，采取“基本医保准入+商保扩面”双轨打法。若谈判成功，将建立高价细胞疗法医保定价新范式，大幅缓解患者负担。
值得注意的是，药明巨诺近期宣布，瑞基奥仑赛注射液上市后补充申请正式获批。本次冻存期限延长的获批，基于药明巨诺完备的工艺验证数据支持。研究结果证实，CD4/CD8磁珠分选后冻存的T细胞保存期限延长至36个月，以此为起始物料仍可稳定生产出符合预设质量标准的瑞基奥仑赛注射液产品，并且进一步提升CAR-T生产调度弹性，为临床个体化治疗方案选择提供更充足空间。
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