Core Insights - The 18th International Symposium on IgA Nephropathy (IIgANN2025) showcased real-world research data on NEFECON, a drug by the company, demonstrating its effectiveness and safety for IgA nephropathy patients after a 12-month treatment period [1][3] Group 1: Treatment Efficacy and Safety - NEFECON showed significant improvement in key efficacy indicators, with 24-hour urinary protein levels decreasing from 1016 mg to 114 mg after 12 months, compared to 291 mg in the control group [3] - The treatment group exhibited better eGFR change rates and no severe infections, indicating good tolerability and safety compared to traditional therapies [3] Group 2: Market Potential and Demand - There are over 5 million IgA nephropathy patients in China, with 100,000 new diagnoses annually, highlighting a pressing clinical need [1][5] - NEFECON's early market entry has allowed it to accumulate substantial real-world evidence, enhancing its effectiveness, safety, and accessibility compared to recently approved competitors [5] Group 3: Long-term Treatment Strategy - The latest research supports the long-term treatment strategy for IgA nephropathy, emphasizing the need for ongoing therapy after initial treatment to maintain kidney function [3][4] - NEFECON is the first drug approved for IgA nephropathy with a focus on long-term causal treatment, aligning with new clinical guidelines [3][4] Group 4: Commercial Performance - Following its inclusion in the national medical insurance directory, NEFECON's accessibility has significantly improved, with a monthly shipment volume exceeding 130,000 bottles and sales revenue reaching 520 million yuan in August 2025 [4][5] - Projected annual sales for NEFECON are expected to exceed 1.2 to 1.4 billion yuan in 2025 and rise to 2.4 to 2.6 billion yuan in 2026, indicating its potential as a blockbuster drug in the field [5]
云顶新耀耐赋康 亮相IIgANN 2025：9个月疗程后延续用药12个月，IgA肾病患者持续获益获真实世界数据印证