HK Stock Market Move | JW THERAP-B (02126) surged over 20% intraday as CAR-T therapy makes its debut at the basic medical insurance negotiation table.

JW THERAP-B (02126) rose over 20% intraday. As of press time, it was up 17.72% at HK$2.79, with a turnover of HK$22.1589 million. On the news front, the 2026 national medical insurance negotiation achieved the linkage of the "dual catalog" of basic medical insurance and commercial insurance for the first time, and million-yuan-level CAR-T therapies appeared at the basic medical insurance negotiation table for the first time. Juventas' Nakiorense and JW Therapeutics' Relma-cel, relying on the "Condition Five" policy, moved from the commercial insurance catalog into basic medical insurance negotiations, adopting a dual-track approach of "basic medical insurance access + commercial insurance expansion." If the negotiations succeed, it will establish a new paradigm for medical insurance pricing of high-priced cell therapies and greatly ease the burden on patients. It is worth noting that JW Therapeutics recently announced that the post-marketing supplementary application for Relma-cel injection has been officially approved. The approval of this extension of the cryopreservation period is supported by JW Therapeutics' complete process validation data. The study results confirmed that the storage period of T cells cryopreserved after CD4/CD8 magnetic bead sorting has been extended to 36 months, and using this as the starting material can still stably produce Relma-cel injection products that meet preset quality standards. It also further enhances the flexibility of CAR-T production scheduling and provides more ample room for the selection of individualized clinical treatment regimens.