舒沃哲入选国际指南， 迪哲医药抢滩20亿美元市场

Group 1 - The core point of the article is that Diligent Pharma's lung cancer targeted drug, Shuwotai (Shuwotai tablets), has been included in the NCCN guidelines, making it the only small molecule targeted drug for EGFR Exon20ins non-small cell lung cancer globally [1][3][4] - Shuwotai has received FDA approval for use in adult patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) who have disease progression after platinum-based chemotherapy [3][4] - The market for EGFR exon20ins patients is estimated to be no less than $2 billion, as they account for approximately 10% of non-small cell lung cancer cases [2][6] Group 2 - Following the withdrawal of Takeda's Mobocertinib from the market, Diligent Pharma will compete directly with Johnson & Johnson in the EGFR exon20ins market [5][6] - Diligent Pharma's stock price has increased significantly, rising from 58.94 yuan per share on July 2 to 76.41 yuan per share on July 30, following the approval of Shuwotai [4] - The company is currently conducting a global multi-center Phase III confirmatory trial (WU-KONG28) to push Shuwotai towards first-line treatment, with breakthrough therapy designation obtained in both China and the U.S. for first-line indications [7]