艾力斯(688578.SH):公司创新药品纳入新版国家医保目录

Core Viewpoint - The company, Elysium (688578.SH), announced that its innovative drugs, Vemurafenib and Golecitinib, have been included in the National Medical Insurance Directory for 2025, indicating a significant advancement in their market access and potential for revenue growth [1] Group 1: Drug Inclusion in National Medical Insurance - Vemurafenib and Golecitinib have been included in the National Medical Insurance Directory for 2025, with Vemurafenib continuing to be covered for first-line and second-line treatment indications after negotiations [1] - Golecitinib has been included in the National Medical Insurance Directory for the first time for second-line treatment indications through negotiation [1] Group 2: Clinical Efficacy and Safety of Vemurafenib - Vemurafenib is an EGFR-TKI developed by the company, showing broad efficacy against various EGFR mutations, with a confirmed objective response rate (ORR) of 44.3% and a median progression-free survival (PFS) of 8.3 months in clinical studies [2] - The median overall survival (OS) observed so far is 21.2 months, indicating promising long-term outcomes for patients [2] - Vemurafenib has demonstrated good tolerability at a dosage of 240mg QD, with no new or unexpected safety signals reported [2] Group 3: Inclusion in Clinical Guidelines - Vemurafenib has been included in several authoritative domestic guidelines and consensus documents, such as the CSCO Non-Small Cell Lung Cancer Guidelines (2025 edition) [3] - The first global expert consensus focusing on EGFR PACC mutation NSCLC suggests considering Vemurafenib as a first-line treatment option for patients with advanced NSCLC based on current evidence [3]