Core Viewpoint - Haidong International's report highlights the increased success rate of Lisaftoclax in treating MDS, along with its potential global peak sales, leading to unchanged revenue and net profit forecasts for FY26-27 [1] Group 1: Clinical Data and Efficacy - Lisaftoclax's clinical data was presented at the ASCO annual meeting, showcasing its effectiveness in treating newly diagnosed or previously treated AML patients [2] - In a study involving 28 previously Venetoclax-resistant AML patients, the overall response rate (ORR) was 31.8%, with 22.8% achieving complete response (CR) [2][3] - Among 6 newly diagnosed AML patients, the ORR was 83.3%, with 33.3% achieving CR [3] - In 15 evaluable NDMDS/CMML patients, the ORR was 80%, with 40% achieving CR [3][5] Group 2: Safety and Tolerability - Lisaftoclax demonstrated good tolerability and manageable safety, with most adverse events being hematological and non-hematological toxicities being rare [3][4] Group 3: Competitive Landscape - Lisaftoclax shows potential to overcome Venetoclax resistance, particularly in TP53-mutated AML patients, where traditional therapies have poor outcomes [4] - The recent failure of Venetoclax in MDS highlights Lisaftoclax's potential to fill a clinical gap in treating this indication [5][6] - The company is advancing global registration clinical studies for high-risk MDS and AML, with ASCO data enhancing the potential for external licensing [6] Group 4: Future Research and Developments - The company plans to present 13 research updates on its novel drugs, including Oreba and EED inhibitor APG-5918, at the upcoming EHA conference [3] - Oreba's potential in treating Ph+ ALL is also noted, with high CR rates and good tolerability in various treatment settings [7]
海通国际：维持亚盛医药-B(06855)“优于大市”评级 目标价84.6港元