AKESO(HK:09926) Zheng Quan Ri Bao·2025-03-31 08:39Core Viewpoint - 康方生物科技 achieved significant milestones in 2024, including a 25% year-on-year increase in new drug sales revenue, reaching 2 billion yuan, and successfully including two core dual antibodies in the national medical insurance catalog, marking a strategic goal in domestic new drug commercialization [2][3] Commercialization Progress - The company’s dual antibodies, Cardunili (PD-1/CTLA-4) and Ivorosi (PD-1/VEGF), gained entry as star products in the national medical insurance negotiations, indicating a shift from an outpatient market focus to an inpatient market core [3][4] - To support market expansion post-insurance implementation, 康方生物 initiated a commercialization system upgrade, expanding its professional marketing team and enhancing hospital access and academic promotion capabilities [3][4] New Drug Development - 康方生物 received approvals for three new drugs and two new indications during the reporting period, with over 20 ongoing phase III clinical studies [2][5] - The international market expansion of Ivorosi is a focal point, with its international partner, Summit, advancing three international multi-center phase III clinical developments [5][6] Clinical Research and Global Strategy - The HARMONi study for Ivorosi is expected to release phase III data in mid-2025, which could lead to new drug application submissions in the US and Europe if results are positive [6] - The company is conducting a series of clinical therapy explorations covering over 40 indications, establishing a competitive barrier in the field of tumor immunotherapy [6][7] Company Achievements - 康方生物's founder and CEO highlighted the company's historical achievements in drug innovation and the approval of globally competitive products, enhancing its position in the international biopharmaceutical innovation landscape [7]