迪哲医药2026年关注要点:H股上市、研发里程碑与商业化进展

Group 1 - The core focus events for Dize Pharmaceutical in 2026 and beyond include the progress of H-share listing, key milestones in the R&D pipeline, annual business plan review, and commercialization and market expansion [1] - Dize Pharmaceutical submitted its H-share listing application to the Hong Kong Stock Exchange on January 23, 2026, aiming for a dual listing in Hong Kong to enhance its global strategy and attract international investors [2] - The company plans to advance multiple core products into clinical data update stages in 2026, including the global multi-center Phase III study of Shuwotai (Shuwotai) for EGFR Exon20ins non-small cell lung cancer, which has completed patient enrollment [3] Group 2 - Dize Pharmaceutical plans to hold a board meeting in 2026 to review the annual sales plan, which is yet to be finalized and will be disclosed after board approval [4] - The company aims to leverage the inclusion of core products Shuwotai and Guaizhe in the national medical insurance catalog to deepen domestic market coverage and promote overseas commercialization in 2026 [5] - The sales expense ratio decreased to 72% in the first three quarters of 2025, and the company plans to further enhance operational efficiency in 2026 [5]