Core Insights - The company achieved significant milestones in product commercialization, clinical development, and international expansion under its "Global Innovation" strategy, reporting a revenue of 234 million RMB for the first half of 2025, with sales of Nairike® reaching 217 million RMB, a 93% year-on-year increase due to its inclusion in the medical insurance coverage for all approved indications [1][2] Financial Performance - The company reported a total revenue of 234 million RMB for the reporting period, with Nairike® sales contributing 217 million RMB, reflecting a 93% increase year-on-year [1] - The company has over 3 billion RMB in cash and cash equivalents, indicating improved cash flow [2] Product Development - Nairike® is currently involved in three global Phase III clinical trials, with one trial approved by the FDA, targeting Chronic Myeloid Leukemia (CML), Philadelphia chromosome-positive Acute Lymphoblastic Leukemia (Ph+ ALL), and SDH-deficient Gastrointestinal Stromal Tumors (GIST) [2] - The company is advancing its other key product, Lisengtuo®, which received NMPA approval in July 2025, marking it as China's first domestically approved Bcl-2 inhibitor [3] Strategic Initiatives - The launch of Lisengtuo® signifies the company's entry into a dual-engine growth phase, with plans to enhance its commercialization system to maximize product synergy [3] - The company is exploring Lisengtuo®'s potential in treating CLL/SLL, AML, MDS, and multiple myeloma (MM), with four global Phase III clinical trials currently underway, two of which have received FDA approval [3]
亚盛医药2025年上半年业绩亮眼，耐立克销售强势增长93%