每经AI快讯，12月7日，贝达药业（300558）(300558.SZ)公告称，公司产品盐酸埃克替尼片(凯美纳)、 盐酸恩沙替尼胶囊(贝美纳)、甲磺酸贝福替尼胶囊(赛美纳)以及伏罗尼布片(伏美纳)被纳入《国家基本医 疗保险、生育保险和工伤保险药品目录(2025年)》。此次纳入将提高产品的可及性，对销售产生积极影 响。但对公司当期经营业绩的影响目前无法准确估计。 ...

证券代码：300558 证券简称：贝达药业 公告编号：2025-075 贝达药业股份有限公司 关于公司产品纳入《国家医保药品目录》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 恩沙替尼是一种新型强效、高选择性的新一代 ALK 抑制剂，是公司和控股子 公司 Xcovery 共同开发的自主创新药。全球多中心Ⅲ期临床 eXalt 3 研究数据显示 一线治疗经独立评审委员会（IRC）评估 ITT 人群无进展生存期（PFS）为 31.3 个 月，12 个月内脑转移发生率 4.2%。2022 年 12 月 8 日，eXalt 3 研究亚裔更新数据 在 MSK-CTONG 中美交流会上公布，在基线无脑转移人群中恩沙替尼组 PFS 达 47.1 个月，亚裔人群中盐酸恩沙替尼完全缓解率（CR 率）为 15.1%。2025 年 10 月，恩沙替尼术后辅助治疗数据在欧洲肿瘤内科学会（ESMO）年会上首次披露， 中期结果显示，恩沙替尼术后辅助治疗 2 年无病生存期（DFS）率达 86.4%，2 年 无病生存期风险比（HR）为 0.20，复发风险降低 80%，显著减少了疾病复 ...

Core Viewpoint - The recent acceptance notice from the National Medical Products Administration (NMPA) regarding the cancer drug "BPI-572270" has raised questions among investors about the relationship between Betta Pharmaceuticals Co., Ltd. and the lesser-known Hangzhou Jingyao Biotechnology Co., Ltd., which submitted the clinical trial application for the drug [1][6]. Group 1: Drug Development and Clinical Trials - "BPI-572270" targets challenging KRAS mutations, which are responsible for various cancers, with a mutation frequency of 20%-30% across all cancers [4]. - Betta Pharmaceuticals claims that "BPI-572270" is a potent pan-RAS inhibitor, showing strong cytotoxic effects against tumor cells with different KRAS, NRAS, and HRAS mutations, demonstrating nanomolar-level IC50 cell activity [4]. - The drug has shown tumor regression in mouse models of pancreatic cancer with low-dose oral administration and has favorable pharmacokinetic properties and safety profiles in animal studies [4]. Group 2: Company Structure and Strategy - Jingyao Biotechnology, established on October 17, 2025, has expanded its business scope to include drug production and wholesale, raising questions about its independence from Betta Pharmaceuticals [6]. - The proximity of Jingyao Biotechnology to Betta's incubation platform, "Betta Dream Factory," suggests a potential strategic relationship, reflecting a trend in the Chinese pharmaceutical industry towards platform and ecosystem models [6][9]. - Betta Pharmaceuticals positions itself as a platform-based pharmaceutical company, emphasizing its capabilities in drug discovery, commercialization, and innovative ecosystems [6][9].

Group 1 - The core viewpoint of the article is that He Yuan Bio has established a commercial partnership with China National Pharmaceutical Group (Sinopharm) and other distributors to enhance its market presence and product promotion [1] - He Yuan Bio has signed distribution agreements with multiple pharmaceutical distributors, including Sinopharm and Betta Pharmaceuticals, completing a sales network layout across over 30 provinces and cities in China [1] - Sinopharm acts as a commercial partner for He Yuan Bio in specific regions, focusing on academic promotion, market expansion, and channel development to jointly enhance product market coverage and clinical application [1]

Group 1 - The company, Betta Pharmaceuticals (300558), is actively monitoring the developments of its partners in the innovation ecosystem and will disclose any significant collaborations in accordance with regulatory requirements [1]

Group 1 - The core viewpoint of the article is that Beida Pharmaceutical is currently advancing its IPO process in the Hong Kong stock market and advises investors to pay attention to the company's public disclosures for further updates [2]

Group 1 - The core point of the article is that Beida Pharmaceutical is conducting exploratory research on a new drug, MRX-2843, which targets a novel mechanism and is currently in translational medicine studies to identify precise patient populations for its indications [2] Group 2 - The company has indicated that any significant progress regarding MRX-2843 will be disclosed to the public in a timely manner [2]

Core Viewpoint - The company, BeiGene, stated that it will fulfill disclosure obligations in a timely manner if there are significant cooperation projects advancing [2] Group 1 - The company responded to investor inquiries on an interactive platform [2] - The company emphasized adherence to regulatory requirements regarding disclosures [2]

Core Insights - The company has achieved significant milestones in the field of innovative drug development over the past two decades, starting with the launch of the first small molecule targeted drug for lung cancer in China, named Kaimena, and currently has eight products on the market [2] Group 1: Company Development - The company is committed to high-quality development in response to the rapid growth of the industry, actively seeking change and improvement [2] - A five-year development plan has been proposed, focusing on key areas to drive future growth [2] Group 2: Strategic Focus - The company aims to leverage a "four-horsepower" strategy, which includes enhancing core innovation capabilities, talent resources, institutional support, and execution power [2] - The goal is to achieve breakthrough advancements in these areas to promote leapfrog development and maximize company value [2]

Core Viewpoint - The company emphasizes the importance of communication with investors and utilizes multiple channels to maintain smooth interactions and convey its value [1] Group 1: Communication Channels - The company engages with investors through various platforms including interactive platforms, investor hotlines, WeChat public accounts, earnings briefings, and broker strategy meetings [1] - The company is committed to disclosing important product project progress and clinical data that do not constitute business secrets through voluntary information disclosure or its investor relations public account [1]