Group 1: Investor Relations Activities - The company held investor communication meetings on November 29 and 30, 2023, with a total of 13 participants from various financial institutions [2][4]. Group 2: Drug Development and Clinical Trials - Fumetinib shows potential for treating NSCLC with EGFR 20 insertion mutations, with preliminary results from the FAVOUR study indicating an overall response rate (ORR) of 78.6% for the initial treatment group [5]. - The safety profile of Fumetinib is favorable, with most treatment-related adverse events (TRAEs) being grade 1-2, and no patients discontinued treatment due to TRAEs in the initial treatment group [5]. - The company is advancing two registration clinical studies for Fumetinib targeting EGFR 20 insertion mutations, aiming to provide more treatment options for patients [6]. Group 3: International Collaboration and Milestones - The company has partnered with Arrivent to initiate a global Phase III clinical trial for Fumetinib targeting EGFR 20 insertion mutations, with the first patient enrolled overseas [6][7]. - In October 2023, Fumetinib received "Breakthrough Therapy Designation" from the FDA, recognizing its superior efficacy in early clinical studies compared to existing treatments [7]. Group 4: Financial Performance - In Q3 2023, the company reported total revenue of CNY 599 million, a year-on-year increase of 175.67%, and a net profit of CNY 202 million, up 643.57% [10]. - For the first three quarters of 2023, total revenue reached CNY 1.348 billion, reflecting a growth of 160.34%, with a net profit of CNY 410 million, a 661.00% increase [11]. Group 5: Future Pipeline and Strategy - The company emphasizes the development of innovative drugs, with a focus on oncology, including pipelines for KRAS G12D, fourth-generation EGFR-TKIs, and SOS1 inhibitors [12].

二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于首次公开发行的部分限售股，自本次上市流通的 限售股形成至今，公司未发生因利润分配、公积金转增等事项导致股本数量变化 的情况。 中信证券股份有限公司 关于上海艾力斯医药科技股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐机构"）为上海艾力斯 医药科技股份有限公司（以下简称"公司"、"艾力斯"）首次公开发行股票并上市 的保荐机构。根据《中华人民共和国公司法》《中华人民共和国证券法》《证券 发行上市保荐业务管理办法》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》《上海证券交易所科创板股票上市规则》等有关规定，对公 司首次公开发行部分限售股上市流通的事项进行了核查，核查情况如下： 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2020 年 10 月 12 日出具了《关于同意上海艾力 斯医药科技股份有限公司首次公开发行股票注册的批复》（证监许可[2020]2559 号），同意上海艾力斯医药科技股份有限公司（以下简称"公司"或"艾力斯"） 首次公开发行股票 ...

证券代码：688578 证券简称：艾力斯 公告编号：2023-047 上海艾力斯医药科技股份有限公司 首次公开发行部分限售股上市流通公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 243,225,002 股。 本次股票上市流通总数为 243,225,002 股。 本次股票上市流通日期为 2023 年 12 月 4 日。 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2020 年 10 月 12 日出具了《关于同意上海艾力斯 医药科技股份有限公司首次公开发行股票注册的批复》（证监许可[2020]2559 号）， 同意上海艾力斯医药科技股份有限公司（以下简称"公司"或"艾力斯"）首次公 开发行股票的注册申请，公司向社会公开发行人民币普通股 90,000,000 股，并于 2020 年 12 月 2 日在上海证券交易所科创板上市交易。首次公开发行股票完成后， 公司总股本为 450,000,000 股，其中有限售条件流通股 381,54 ...

Group 1: Investor Relations Activity - The investor relations activity included a telephone conference on November 9, 2023, with 132 participants from various investment firms [2][5]. - The meeting lasted from 15:00 to 15:40, focusing on the company's collaboration with Basilea Pharmaceutica [5][6]. Group 2: Collaboration with Basilea - On November 8, 2023, the company signed a collaboration agreement with Basilea, acquiring exclusive commercialization rights for the RET inhibitor, Pujihua® (Pralsetinib) in mainland China [5][6]. - Pujihua® is the first approved RET inhibitor in mainland China, with indications for non-small cell lung cancer (NSCLC) and thyroid cancer [6][7]. Group 3: Market Potential and Product Features - RET fusion mutations account for approximately 1-2% of NSCLC patients, translating to about 10,000 to 20,000 new patients annually in China [10]. - The increasing prevalence of genetic testing is expected to enhance the detection rate of RET mutations, expanding the market for RET inhibitors [10]. Group 4: Future Development and Pipeline - The company is focused on developing innovative drugs, including a fourth-generation EGFR-TKI and a new generation EGFR-TKI targeting EGFR-C797S mutations, currently in preclinical development [11][12]. - The company aims to accelerate the development of its product pipeline, which includes KRAS G12D inhibitors and SOS1 inhibitors, to bring more innovative and high-quality drugs to market [12].

二、业绩说明会召开的时间、地点和方式 证券代码：688578 证券简称：艾力斯 公告编号：2023-046 上海艾力斯医药科技股份有限公司 关于召开 2023 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 上海艾力斯医药科技股份有限公司（以下简称"公司"）已于 2023 年 10 月 26 日在上海证券交易所网站（www.sse.com.cn）披露 2023 年第三季度报告，为 加强与投资者的深入交流，在上海证券交易所的支持下，公司计划于 2023 年 11 月 27 日（星期一）下午 14:00-15:00 召开 2023 年第三季度业绩说明会，就投资 者关心的问题进行交流。 一、业绩说明会类型 本次业绩说明会以网络文字互动形式召开，公司将针对 2023 年第三季度的 经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许 的范围内就投资者普遍关注的问题进行回答。 四、投资者参与方式 1、投资者可于 2023 年 11 月 27 日（星期一）下午 14:00- ...

证券代码：688578 证券简称：艾力斯 公告编号：2023-045 上海艾力斯医药科技股份有限公司 自愿披露关于甲磺酸伏美替尼片用于 EGFR 20 号外显子插 入突变 NSCLC 一线治疗获得 FDA 突破性疗法认定的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、相关情况概述 近日，上海艾力斯医药科技股份有限公司（以下简称"公司"）的海外合作 伙伴 ArriVent Biopharma, Inc.（以下简称"ArriVent"）获得美国食品药品监督管 理局（以下简称"FDA"）授予甲磺酸伏美替尼片（商品名"艾弗沙®️"，以下 简称"伏美替尼"）用于治疗先前未接受过治疗、局部晚期或转移性非鳞状非小 细胞肺癌（NSCLC）且伴有表皮生长因子受体（EGFR）外显子 20 号插入突变患 者的突破性疗法认定（Breakthrough Therapy Designation）。这是继伏美替尼适用 于 EGFR 20 号外显子插入突变 NSCLC 二线治疗适应症于 2022 年 4 月获得中国 国家药品监督管理局药品审评 ...

证券代码：艾力斯 证券简称：688578 上海艾力斯医药科技股份有限公司投资者关系活动记录表 （ 2023 年 10 月） □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活 □新闻发布会 □路演活动 动类别 □现场参观 √其他 投资者电话交流会 参与单位名称 2023年10月26日 10:00-11:00 及人员姓名 线上参会投资者:（共151位） AIHC 一位；CSFG 一位；Fountain 一位；HBM 一位； ...

Financial Performance - The company's revenue for Q3 2023 reached ¥599,127,050.54, representing a year-over-year increase of 175.67%[4] - Net profit attributable to shareholders for Q3 2023 was ¥202,012,904.91, a significant increase of 643.57% compared to the same period last year[4] - The net profit excluding non-recurring gains and losses for Q3 2023 was ¥196,178,109.98, reflecting a remarkable growth of 1,226.74% year-over-year[4] - The basic earnings per share for Q3 2023 was ¥0.45, up 643.57% year-over-year[4] - Total operating revenue for the first three quarters of 2023 reached ¥1,347,801,762.83, a significant increase from ¥517,717,492.02 in the same period of 2022, representing a growth of approximately 160%[16] - Net profit for the third quarter of 2023 was ¥410,427,066.86, compared to ¥53,932,347.03 in the same quarter of 2022, indicating a substantial increase of about 661%[17] - Basic and diluted earnings per share for the third quarter of 2023 were both ¥0.91, up from ¥0.12 in the same quarter of 2022, reflecting a growth of 658%[18] - Total comprehensive income for the third quarter of 2023 was ¥412,056,257.48, compared to ¥58,289,725.34 in the same quarter of 2022, indicating an increase of approximately 608%[17] Assets and Liabilities - The total assets at the end of Q3 2023 amounted to ¥3,974,952,121.41, which is a 15.48% increase from the end of the previous year[5] - As of September 30, 2023, the company's total assets amounted to RMB 3.975 billion, up from RMB 3.442 billion at the end of 2022[14] - Total liabilities and equity as of the end of the third quarter of 2023 were ¥3,974,952,121.41, compared to ¥3,442,172,227.84 in the same period of 2022, reflecting a growth of about 15.5%[17] Cash Flow - The company reported a net cash flow from operating activities of ¥461,873,407.41 for the year-to-date period, reflecting a 1,262.82% increase year-over-year[4] - Cash flow from operating activities for the first three quarters of 2023 was ¥461,873,407.41, a significant increase from ¥33,891,027.22 in the same period of 2022[19] - The net cash flow from investing activities for Q3 2023 was $208.71 million, compared to $344.52 million in Q3 2022, indicating a decrease of approximately 39.4%[20] - The net cash flow from financing activities was -$2.19 million, an improvement from -$4.79 million in the same quarter last year, reflecting a reduction in cash outflow by about 54.3%[20] - The net increase in cash and cash equivalents for Q3 2023 was $674.11 million, significantly higher than $389.14 million in Q3 2022, representing an increase of about 73.3%[20] - The ending balance of cash and cash equivalents was $988.98 million, slightly down from $1.00 billion at the end of Q3 2022[20] Research and Development - Research and development expenses for Q3 2023 totaled ¥78,181,189.54, an increase of 61.67% compared to the same period last year[4] - Research and development expenses for the first three quarters of 2023 totaled ¥191,351,163.78, compared to ¥137,289,093.00 in the same period of 2022, representing an increase of about 39.4%[16] - The proportion of R&D expenses to revenue decreased to 13.05%, down 9.2 percentage points from the previous year[4] - The company is conducting a Phase III clinical trial for the treatment of NSCLC with the drug Furmetinib, which has shown promising preliminary efficacy and safety results[12] - The company has been granted approval for multiple clinical studies, including a trial comparing Furmetinib with platinum-based chemotherapy for specific NSCLC mutations[12] Strategic Outlook - The company anticipates continued growth in sales volume due to the inclusion of its core product in the national medical insurance directory, contributing to revenue expansion[7] - The company aims to continue its strategic development and commercialize its products to achieve excellent operational performance for its investors[12] - The company is focused on enhancing corporate governance and improving overall management quality to strengthen its competitive advantage in core business areas[12] Inventory and Receivables - The company reported a significant increase in accounts receivable, rising to RMB 216.01 million from RMB 150.85 million year-over-year[14] - The company's inventory increased to RMB 60.19 million from RMB 32.07 million year-over-year, reflecting growth in product availability[14]

证券代码：艾力斯 证券简称：688578 上海艾力斯医药科技股份有限公司投资者关系活动记录表 （ 2023 年 10 月） □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活 □新闻发布会 □路演活动 动类别 □现场参观 √其他 投资者交流会 参与单位名称 2023年10月18日 15:00-16:00 及人员姓名 参会投资者:（共2位） 海通证券 一位；南方东英 一位。 ...

Group 1: Company Overview - Ailis is an innovative pharmaceutical company focused on cancer treatment, particularly in the non-small cell lung cancer (NSCLC) sector, with a strong R&D pipeline [3] - The company aims to develop first-in-class and best-in-class drugs to meet unmet clinical needs globally [3] - Ailis reported a significant growth in business performance in the first three quarters of 2023, driven by the inclusion of its core product, Furmetinib, in the national medical insurance directory [4] Group 2: Financial Performance - In the first three quarters of 2023, Ailis expects to achieve a revenue of CNY 1.349 billion, an increase of CNY 0.831 billion, representing a year-on-year growth of 160.52% [4] - The projected net profit attributable to the parent company is CNY 0.397 billion, up CNY 0.343 billion, with a year-on-year increase of 636.61% [4] - The net profit excluding non-recurring gains is expected to be CNY 0.366 billion, an increase of CNY 0.347 billion, reflecting a growth of 1,796.78% year-on-year [4] Group 3: Product Development and Clinical Trials - Furmetinib has received IND approval for multiple clinical trials, including a Phase III trial for first-line treatment of EGFR 20 insertion mutation NSCLC [5][11] - The drug has shown promising results in clinical trials, with an objective response rate (ORR) of 78.6% for the initial treatment group at 240 mg [11] - Furmetinib's safety profile is favorable, with most treatment-related adverse events (TRAEs) being grade 1-2 [11][12] Group 4: Market Strategy and Expansion - Ailis has established a marketing team covering over 1,000 hospitals across 30 provinces, with commercial partners reaching over 2,000 hospitals [10] - The company is actively exploring partnerships to enhance its product pipeline, including collaborations for combination therapies with Furmetinib [16] - Ailis plans to maintain high R&D investment, with CNY 132 million allocated in the first half of 2023, focusing on expanding indications for Furmetinib and developing new drugs [12][13] Group 5: Future Outlook - The company anticipates continued growth in R&D investment in the coming years, particularly in addressing rare mutations and expanding treatment options for NSCLC [13][15] - Ailis is preparing for negotiations to renew medical insurance coverage for Furmetinib, which was first included in 2022 [13] - The company is committed to addressing unmet clinical needs in the lung cancer treatment space, particularly for patients with rare mutations [15]