CARsgen Therapeutics-B (02171.HK) Surges Over 8% on Potential Inclusion of CAR-T Therapy in Commercial Insurance; Zevorcabtagene Autoleucel Passes Initial Review

According to the Zhishang Finance APP, CARsgen Therapeutics-B (02171) surged over 8% during trading, and as of press time, it rose by 6.31%, reaching HKD 17.52, with a transaction volume of HKD 51.9354 million.

On the news front, according to reports, November 2 marked the fourth day of the 2025 National Medical Insurance Negotiations. After concluding price consultations, a negotiation representative from Juventas stated that "the talks went very smoothly," but the final outcome will be subject to the official announcement by the National Healthcare Security Administration. This indicates that CAR-T drugs, including Juventas' Naciorlens Injection, are expected to achieve a breakthrough in this year’s commercial insurance innovative drug catalog price negotiations.

It is reported that seven CAR-T products have been approved in China, all priced over a million yuan. Among them, five have passed the commercial insurance catalog review, including Zevalin (Zevorin) Injection from Carsgen Therapeutics. Market insiders pointed out that if CAR-T is included in the commercial insurance catalog, it can improve patient accessibility, reduce payment burdens, alleviate drug companies' pressure to lower prices, expand market share, and promote high-value innovative therapies to receive reasonable returns. Companies generally believe that this move breaks away from the logic of "only price cuts for market access," easing operational pressures.