医药生物行业周报：多个重磅数据读出，中国创新药企闪耀WCLC、ESMO大会

Investment Rating - The industry investment rating is maintained as "Accumulate" [4] Core Insights - Chinese innovative pharmaceutical companies showcased significant data at the WCLC and ESMO conferences, highlighting their global competitiveness [4][12] - The report emphasizes the impressive clinical efficacy of new drugs presented at these conferences, indicating a strong recognition of Chinese innovation in the global market [12] Summary by Relevant Sections Clinical Research Highlights - 康方生物's HARMONi-2 study demonstrated that its PD-1/VEGF dual-specific antibody, 依沃西, achieved a median progression-free survival (mPFS) of 11.14 months compared to 5.82 months for 帕博利珠单抗, with a hazard ratio (HR) of 0.51 [5] - 艾力斯 reported an overall response rate (ORR) of 81.8% in its study of 伏美替尼 for EGFR PACC mutation non-small cell lung cancer [6] - 亚盛医药's 奥雷巴替尼 showed a 23.1% ORR in treating SDH-deficient GIST, with a median progression-free survival (PFS) of 22 months [9] - 中国生物制药's 安罗替尼 combined with 派安普利 achieved a mPFS of 6.9 months, significantly reducing disease progression risk by 47% [10] - 恒瑞医药's SHR-1701 demonstrated a mOS of 16.8 months in the PD-L1 CPS≥5 population, with a hazard ratio of 0.53 [11] Investment Recommendations - The report suggests focusing on companies such as 康方生物, 艾力斯, 亚盛医药, 中国生物制药, and 恒瑞医药 due to their promising clinical results and innovative drug developments [12]