科济药业-B(02171)今日盘中大涨8.19%,引发了市场的广泛关注。
消息面上,国家医保局最新消息显示,2025年内将发布第一版医保丙类目录。分析师指出,为丙类目录或将优先考虑国谈中已通过形式审查及专家评审,却最终未被纳入基本医保目录的药品,其中包括诸如CAR-T、ADC等创新疗法。科济药业的泽沃基奥仑赛注射液也是一款未纳入2024年医保目录的百万元CAR-T细胞疗法。
此外,科济药业还公布了新型CAR-T细胞疗法的临床进展。一款靶向CD19/CD20的通用型CAR-T细胞产品KJ-C2219已在中国完成首例患者给药,旨在治疗血液肿瘤和自身免疫性疾病。市场预期有望打开CAR-T细胞疗法的付费空间,从而推动了科济药业的股价上涨。
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