云顶新耀耐赋康APCN 2025再添新证据，巩固IgA肾病治疗基石地位

Core Insights - The article highlights the significant clinical research data presented at the 23rd Asia Pacific Nephrology Congress (APCN2025) regarding the core product of the company, NEFECON, which provides evidence-based support for the treatment of IgA nephropathy [1][2][3] Group 1: Clinical Research Findings - NEFECON has been demonstrated to have a foundational role in the first-line treatment of IgA nephropathy, with approximately 5 million patients in China and over 120,000 new diagnoses each year [1] - Research from Xi'an Jiaotong University First Affiliated Hospital confirms the importance of a full course of targeted therapy for kidney function protection, suggesting a dual approach of "targeted therapy + supportive treatment" for better disease control [1][2] - A study from Xinjiang Medical University First Affiliated Hospital shows that NEFECON combined with non-steroidal agents can improve eGFR and reduce proteinuria in patients intolerant to systemic glucocorticoids, with no reported serious adverse events during the treatment period [2][3] Group 2: Long-term Treatment Benefits - A retrospective real-world study from Macau Kiang Wu Hospital involving 12 patients treated with NEFECON for 12 months shows significant advantages in proteinuria control and kidney function protection compared to a control group [3] - The NEFECON group saw proteinuria levels decrease from 1016 mg/d to 114 mg/d, while the control group experienced a decrease from 1074 mg/d to 291 mg/d, indicating a significantly greater reduction in the NEFECON group [3] - The annual change in eGFR for the NEFECON group was +5.4 ml/min/1.73m²/year, while the control group showed a decline of -3.4 ml/min/1.73m²/year, demonstrating superior kidney function stability [3] Group 3: Commercial Performance - NEFECON has been included in both the 2025 KDIGO Clinical Practice Guidelines and the 2025 Chinese Adult IgA Nephropathy Clinical Practice Guidelines, making it the only IgA nephropathy targeted therapy recognized by both international and domestic guidelines [4] - Since the implementation of the insurance payment policy on January 1, 2025, NEFECON's sales revenue reached nearly 1 billion yuan from January to September 2025, prompting the company to raise its annual sales guidance to 1.2 billion to 1.4 billion yuan [4] - Multiple brokerages predict that NEFECON's sales could reach 2.4 billion to 2.6 billion yuan by 2026, with peak sales potentially reaching 5 billion yuan [4]