Beijing is soliciting opinions on the high-quality development of cell and gene therapy, and related listed companies are actively positioning themselves.
According to the official website of the Beijing municipal government, the Beijing Municipal Science and Technology Commission and the Management Committee of Zhongguancun Science and Technology Park recently issued "Several Measures to Promote High-Quality Development in the Field of Cell and Gene Therapy," aimed at advancing the industry towards high-quality development. The "Measures" introduce nine support initiatives covering the entire CGT industry chain, focusing on five major dimensions: innovation, clinical application, platforms, regulation, and industry. It particularly emphasizes strengthening the comprehensive service mechanism for the industrialization of innovative varieties, with the health insurance department getting involved early to provide guidance on medical service pricing policies and ensuring readiness for compliance with charging conditions after technology approval. Public companies are actively investing in cell therapy and have revealed their layouts in this area on investor interaction platforms. Zhongyuan Union Bioexpressed that the company places a high priority on the international development of its cell therapy business. Dongfulong stated that the company is deeply engaged in the field of cell therapy. Kaineng Health expressed a positive outlook on the prospects for the cell industry. Hainan Hai Pharmaceutical indicated the formation of a collaborative layout in the field of cell therapy through "equity investment + cooperation." Fosun Pharma announced that its CAR-T cell therapy product Yikaida has been included in the first version of the commercial insurance innovation drug catalog. BPS Bioscience conveyed that the range of recombinant proteins and unique monoclonal antibodies it developed, including CD19, BCMA, and Her2, can be widely used in the development and testing processes of CAR-T products. On the financial side, since August, a total of 13 stocks have received net financing inflows, with WuXi AppTec, BPS Bioscience, and Ruizhi Medicine leading in net buying amounts of 342 million yuan, 177 million yuan, and 48 million yuan, respectively.
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