Core Viewpoint - Hutchison China MediTech (HCM.US) shares rose over 5% to $16.12 following the publication of SACHI III trial results in The Lancet, indicating positive developments in cancer treatment [1] Group 1: Company Developments - Hutchison China MediTech announced the results of the SACHI III trial, which studied the combination therapy of savolitinib and osimertinib for treating EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer patients who progressed after first-line EGFR TKI treatment [1] - Savolitinib is a potent and highly selective oral MET TKI co-developed by AstraZeneca and Hutchison China MediTech, with AstraZeneca responsible for commercialization [1] - Osimertinib is an irreversible third-generation EGFR TKI [1] Group 2: Regulatory Approval - Based on the data from the SACHI study, the combination therapy of savolitinib and osimertinib is expected to receive approval in China by June 2025 [1]

Core Viewpoint - Hutchison China MediTech (00013) has seen its stock price increase by over 20% in the month, with a current rise of 3.68% to HKD 24.8, and a trading volume of HKD 142 million. This surge is attributed to the publication of the SACHI III study results in The Lancet, which highlights the efficacy of a combination therapy for specific lung cancer patients [1]. Group 1 - Hutchison China MediTech announced the results of the SACHI III study, which focuses on a combination therapy of savolitinib and osimertinib for treating EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer patients who have progressed after first-line EGFR TKI treatment [1]. - The SACHI study data indicates that the combination therapy of savolitinib, a potent and selective oral MET TKI co-developed with AstraZeneca, and osimertinib, an irreversible third-generation EGFR TKI, has shown promising results [1]. - Based on the findings from the SACHI study, the combination therapy is expected to receive approval in China by June 2025 [1].

Core Viewpoint - Hutchison China MediTech (00013) has seen its stock price increase by over 20% in the month, with a current rise of 3.68% to HKD 24.8, and a trading volume of HKD 142 million, following the publication of SACHI III trial results in The Lancet [1] Group 1: Company Developments - Hutchison China MediTech announced the results of the SACHI III trial, which studied the combination therapy of savolitinib and osimertinib for treating EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer patients who progressed after first-line EGFR tyrosine kinase inhibitor (TKI) treatment [1] - The SACHI trial results indicate that the combination therapy of savolitinib, a potent and selective oral MET TKI co-developed with AstraZeneca, and osimertinib, an irreversible third-generation EGFR TKI, has shown promising outcomes [1] - Based on the data from the SACHI study, the combination therapy is expected to receive approval in China by June 2025 [1]

Core Viewpoint - Homeland Uranium Corp. has terminated its investor relations services agreement with HoldCo Markets Advisory Inc. and has no intention to engage HCM for future services [4][7]. Group 1: Agreement Details - The HCM Agreement was established on January 24, 2025, for a one-year term, during which HCM was to provide research, coverage reports, and social media services [1][3]. - The total cash fee paid to HCM for the services was $33,600, paid in four equal quarterly installments [3]. Group 2: Termination and Compliance - The Company terminated the HCM Agreement on September 18, 2025, and paid the final installment on the termination date [4]. - The HCM Agreement did not receive prior approval from the TSX Venture Exchange before its termination [4]. - The Company did not disclose the HCM Agreement in its Filing Statement dated February 28, 2025, as it did not consider it material at that time [7]. Group 3: HCM Background - HCM is a Canadian firm specializing in investment management for the junior/mid-cap metals and mining sector, providing research exposure to companies lacking institutional coverage [2]. - HCM's principal holds 166,667 common shares and 83,333 warrants of the Company, acquired through a private placement offering [5][6].

Core Viewpoint - Hutchison China MediTech Limited (00013) has seen its stock price increase by 2.39% to HKD 23.98 following the announcement of positive results from the SACHI III clinical trial published in The Lancet [6]. Group 1: Company Announcement - On January 14, Hutchison China MediTech announced the results of the SACHI III trial, which studies the combination therapy of Savolitinib (沃瑞沙®) and Osimertinib (泰瑞沙®) for treating EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer patients who have disease progression after first-line EGFR TKI treatment [6]. - The SACHI study focuses on patients with MET amplification and evaluates the efficacy of the combination therapy [6]. Group 2: Drug Information - Savolitinib is a potent and highly selective oral MET TKI co-developed by AstraZeneca and Hutchison China MediTech, with AstraZeneca responsible for commercialization [6]. - Osimertinib is an irreversible third-generation EGFR TKI [6]. - Based on the data from the SACHI study, the combination therapy of Savolitinib and Osimertinib is expected to be approved in China by June 2025 [6].

Core Viewpoint - Hutchison China MediTech Limited (和黄医药) shares rose over 3%, currently trading at 24.1 HKD, with a transaction volume of 57.28 million HKD, following the announcement of positive results from the SACHI III study published in The Lancet [1] Group 1: Company Announcement - On January 14, Hutchison China MediTech announced the results of the SACHI III study, which evaluates the combination therapy of Savolitinib (赛沃替尼) and Osimertinib (奥希替尼) for treating EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer patients who have progressed after first-line EGFR TKI treatment [1] - The SACHI study focuses on patients with MET amplification and demonstrates the efficacy of the combination therapy [1] Group 2: Drug Information - Savolitinib is a potent and highly selective oral MET TKI co-developed by AstraZeneca and Hutchison China MediTech, with AstraZeneca responsible for commercialization [1] - Osimertinib is an irreversible third-generation EGFR TKI [1] - Based on the data from the SACHI study, the combination therapy of Savolitinib and Osimertinib is expected to receive approval in China by June 2025 [1]

Core Viewpoint - Hutchison China MediTech Limited (和黄医药) shares rose over 3%, currently up 2.9% at HKD 24.1, with a trading volume of HKD 57.28 million, following the announcement of positive results from the SACHI III study published in The Lancet [1] Group 1: Study Announcement - The SACHI III study results involve a combination therapy of Savolitinib (赛沃替尼) and Osimertinib (奥希替尼) for treating EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer patients who have disease progression after first-line EGFR tyrosine kinase inhibitor (TKI) treatment [1] - Savolitinib is a potent, highly selective oral MET TKI co-developed by AstraZeneca and Hutchison China MediTech, and commercialized by AstraZeneca [1] - Osimertinib is an irreversible third-generation EGFR TKI [1] Group 2: Regulatory Approval - Based on the data from the SACHI study, the combination therapy of Savolitinib and Osimertinib is expected to receive approval in China by June 2025 [1]

Core Viewpoint - The announcement by Hutchison China MediTech Limited (和黄医药) regarding the publication of the SACHI III study results in The Lancet highlights the efficacy of the combination therapy of savolitinib and osimertinib for treating EGFR mutation-positive non-small cell lung cancer patients with MET amplification who have progressed after first-line TKI treatment [1][2]. Group 1: Study Results - The SACHI study demonstrates that the combination of savolitinib (a potent MET TKI) and osimertinib (a third-generation EGFR TKI) significantly improves treatment outcomes for patients with MET amplification [1][2]. - The data from the SACHI study indicates that the combination therapy has been approved in China as of June 2025 [1]. Group 2: Expert Commentary - Professor Lu Shun, a principal investigator of the SACHI study, emphasized that the results provide strong evidence for the effectiveness of the combination therapy in addressing MET amplification, a key resistance mechanism in challenging patient populations [2]. - The study also noted consistent efficacy in patients who had previously received third-generation EGFR TKI treatment, indicating the therapy's potential for a broader patient base [2]. - The combination therapy offers a convenient and well-tolerated all-oral treatment option for patients in need of new therapies [2].

Core Viewpoint - The results of the SACHI III study, which evaluates the combination therapy of savolitinib and osimertinib for treating EGFR mutation-positive non-small cell lung cancer patients with MET amplification, have been published in The Lancet, indicating significant clinical benefits [1][2]. Group 1: Study Overview - The SACHI study focuses on the combination of savolitinib (a potent MET TKI) and osimertinib (a third-generation EGFR TKI) for patients who have progressed after first-line EGFR TKI treatment [1]. - The combination therapy has been approved in China for use starting June 2025 based on the data from the SACHI study [1]. Group 2: Clinical Implications - The data from the SACHI study provides strong evidence that the combination therapy significantly improves treatment outcomes for patients with MET amplification and EGFR mutations [2]. - The study highlights the ability of the combination therapy to address MET amplification, a key resistance mechanism, offering clinically meaningful improvements for challenging patient populations [2]. - Notably, consistent efficacy was observed in patients who had previously received third-generation EGFR TKI treatment, indicating the therapy's potential for broader application [2].

Core Insights - The SACHI Phase III trial confirms the efficacy of the savolitinib and osimertinib combination in treating advanced NSCLC patients with MET amplification after prior EGFR-TKI treatment [1][3][4] - The combination received regulatory approval in China in June 2025, indicating a significant advancement in treatment options for this patient population [2][18] Company Overview - HUTCHMED is a biopharmaceutical company focused on developing targeted therapies and immunotherapies for cancer and immunological diseases, with its first three medicines marketed in China [21] - Savolitinib (ORPATHYS®) is a selective MET TKI developed in collaboration with AstraZeneca, while osimertinib (TAGRISSO®) is a third-generation EGFR TKI [2][9][12] Trial Details - The SACHI trial involved 211 patients, with a median progression-free survival (PFS) of 8.2 months for the combination therapy compared to 4.5 months for chemotherapy, demonstrating a significant improvement [4][5] - The objective response rate (ORR) was 58% for the combination therapy versus 34% for chemotherapy, and the disease control rate (DCR) was 89% compared to 67% [5] Efficacy and Safety - In the third-generation EGFR TKI-naïve subgroup, the median PFS was 9.8 months for the combination versus 5.4 months for chemotherapy, further supporting the treatment's efficacy [6] - The safety profile of the combination was tolerable, with no new safety signals observed, and treatment-emergent adverse events of Grade 3 or above were similar between the two treatment arms [7] Market Context - Lung cancer is the leading cause of cancer death, with NSCLC accounting for 80-85% of cases, and a significant portion of patients exhibiting EGFR mutations [8] - MET amplification is a known resistance mechanism to EGFR TKIs, making the combination of savolitinib and osimertinib a promising strategy for addressing this challenge [8][17]