Core Viewpoint - Recent cases of thyroid cancer among public figures have brought renewed attention to thyroid health issues, highlighting the increasing incidence of thyroid cancer globally and in China [1][2]. Group 1: Incidence and Characteristics of Thyroid Cancer - Thyroid cancer is the most common tumor in the endocrine system, with a significant rise in incidence. In China, the incidence rate increased 20 times from 2000 to 2016, with 466,000 new cases reported in 2022 [1][3]. - The overall development of thyroid cancer is slow, particularly for papillary thyroid cancer, which constitutes about 80% of cases. Many patients experience minimal changes over 5-10 years, and lymph node metastasis rates are low [1][2]. - The incidence rate of thyroid cancer among women in China is particularly high, with a rate of 49.4 per 100,000, making it one of the most common cancers among women [3]. Group 2: Treatment Approaches - Surgical intervention remains the primary treatment for thyroid cancer, with a trend towards preserving thyroid function rather than total thyroidectomy for low-risk patients. High-risk patients may require total thyroidectomy [2][4]. - There is ongoing debate regarding the appropriateness of ablation therapy for certain patients, and the decision-making process for surgery is complex, especially for small tumors [5][4]. Group 3: Emerging Therapies and Drug Approvals - Recent advancements in targeted therapies and immunotherapy for high-risk thyroid cancer have shown some promise, although overall efficacy remains suboptimal [6]. - Several new drugs for thyroid cancer have been approved in China since 2022, including broad-spectrum anti-cancer drugs and specific treatments for differentiated thyroid cancer [7][8]. Group 4: Public Perception and Awareness - The term "lazy cancer" is misleading, as it may downplay the seriousness of certain aggressive forms of thyroid cancer. High-risk cases account for 10-20% of all thyroid cancer cases, translating to thousands of new cases annually in China [9].

天风证券今年8月发布的研报指出，预计普拉替尼纳入医保后有望加速放量。基石药业的临床前管线包 括多特异性抗体、ADC等超过九个潜在候选药物，专注于FIC/BIC研究，涵盖肿瘤学、自身免疫和炎症 性疾病等多个治疗领域。公司创新的内部ADC技术平台，以优化专有连接子为特色，改善肿瘤选择性 有效载荷的释放。平台支持管线2.0多个ADC产品，有望为公司未来发展提供持续动力。 本文源自：智通财经网 消息面上，基石药业近日宣布，公司RET抑制剂普吉华®（普拉替尼胶囊，100 mg）被成功纳入中国国 家医疗保障局公布的最新版《国家基本医疗保险、生育保险和工伤保险药品目录》，该目录将于2026年 1月1日起正式实施。截至目前，基石药业已成功推进4款创新药获批上市，其中3款由基石药业在中国完 成临床试验及注册获批上市的产品，已被纳入国家医保目录。 智通财经获悉，基石药业-B(02616)涨超5%，截至发稿，涨5.57%，报6.07港元，成交额2270.42万港 元。 ...

消息面上，12月8日，基石药业-B发布公告，公司普吉华®(普拉替尼胶囊，100 mg)已被纳入中国国家医 疗保障局公布的最新版《国家基本医疗保险、生育保险和工伤保险药品目录》，该目录将于2026年1月1 日起正式实施。 智通财经APP获悉，基石药业-B(02616)早盘涨超3%，截至发稿，涨2.51%，报5.71港元，成交额729.04 万港元。 据介绍，普吉华®由基石药业合作伙伴Blueprint Medicines公司(已于2025年7月被赛诺菲收购)开发。基 石药业拥有普吉华®在大中华地区(包括中国内地、中国香港、中国澳门和中国台湾省地区)的独家开发 和商业化权利。2023年11月，基石药业将普吉华®在中国内地的独家商业化推广权授予上海艾力斯医药 科技股份有限公司。 ...

智通财经APP讯，基石药业-B(02616)发布公告，公司普吉华®(普拉替尼胶囊，100 mg)已被纳入中国国 家医疗保障局公布的最新版《国家基本医疗保险、生育保险和工伤保险药品目录》，该目录将于2026年 1月1日起正式实施。 美国食品药品监督管理局(FDA)批准其以商品名为GAVRETO®上市销售，适应症分别为：用于治疗经 FDA批准的检测方法检测证实为转移性RET融合阳性NSCLC的成人患者;需要系统性治疗且放射性碘难 治(如适用)的晚期或转移性RET融合阳性甲状腺癌成人和 12岁及以上儿童患者。 普吉华®由基石药业合作伙伴Blueprint Medicines公司(已于2025年7月被赛诺菲收购)开发。基石药业拥 有普吉华®在大中华地区(包括中国大陆、中国香港、中国澳门和中国台湾地区)的独家开发和商业化权 利。2023年11月，基石药业将普吉华®在中国大陆区域的独家商业化推广权授予上海艾力斯医药科技股 份有限公司。 普吉华®是一种口服、每日一次的靶向治疗药物。中国国家药品监督管理局(NMPA)已批准普吉华®用于 治疗RET基因融合阳性的局部晚期或转移性非小细胞肺癌(NSCLC)成人患者，需要系统性治疗 ...

12月8日，基石药业宣布公司普吉华®（普拉替尼胶囊，100mg）已被纳入中国国家医疗保障局公布的 最新版《国家基本医疗保险、生育保险和工伤保险药品目录》，该目录将于2026年1月1日起正式实施。 普吉华®是一种口服、每日一次的靶向治疗药物。 ...

吉华®是一种口服、每日一次的靶向治疗药物。中国国家药品监督管理局(NMPA)已批准普吉华®用于治 疗RET基因融合阳性的局部晚期或转移性非小细胞肺癌(NSCLC)成人患者，需要系统性治疗的晚期或转 移性RET突变型甲状腺髓样癌成人和12岁及以上儿童患者，以及需要系统性治疗且放射性碘难治(如果 放射性碘适用)的晚期或转移性RET融合阳性甲状腺癌成人和12岁及以上儿童患者。 普吉华®已在中国香港获批，用于治疗RET基因融合阳性的转移性NSCLC成人患者，在中国台湾获批， 用于治疗局部晚期或转移的RET融合阳性NSCLC、需接受全身性治疗的晚期或转移的RET突变MTC以 及需接受全身性治疗且经放射性碘治疗无效(如适用放射性碘治疗)的晚期或转移的RET融合阳性甲状腺 癌成人患者。 格隆汇12月8日丨基石药业-B(02616.HK)宣布公司普吉华®(普拉替尼胶囊，100 mg)已被纳入中国国家医 疗保障局公布的最新版《国家基本医疗保险、生育保险和工伤保险药品目录》，该目录将于2026年1月1 日起正式实施。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 本公告所作出的前瞻性陳述僅與本文作出該陳述當日的事件或資料有關。除法律規定外，於作出前 瞻性陳述當日之後，無論是否出現新資料、未來事件或其他情況，我們並無責任更新或公開修改任 何前瞻性陳述及預料之外的事件。請細閱本公告，並理解我們的實際未來業績或表現可能與預期有 重大差異。本公告中有關我們或任何董事及╱或本公司的意向的陳述或提述乃於本公告刊發日期作 出。任何該等意向均可能因未來發展而出現變動。 CStonePharmaceuticals 基石藥業 ( 於開曼群島註冊成立的有限公司 ) (股份代號：2616) 自願 公告 基石藥業宣佈普吉華®（普拉替尼膠囊）納入2025年國家醫保目錄 本公告乃由基石藥業(「本公司」連同其附屬公司統稱「本集團」或「基石藥業」)自願作出， 以使本公司股東及潛在投資者瞭解本集團的最新業務發展。 …………………………………………………………………………………………… 基石藥業今日 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with total revenue reaching 3.733 billion yuan, a year-on-year increase of 47.4%, and net profit attributable to shareholders at 1.616 billion yuan, up 52.01% [1] - The third quarter alone saw revenue of 1.359 billion yuan, reflecting a 42.03% year-on-year growth, and a net profit of 565 million yuan, which is a 38.77% increase compared to the same period last year [1] Revenue and Profit Growth - For the first three quarters, the company's operating income was 3.733 billion yuan, with a year-on-year growth of 47.4% [1] - The net profit attributable to shareholders for the same period was 1.616 billion yuan, marking a 52.01% increase [1] - The adjusted net profit, excluding non-recurring items, was 1.45 billion yuan, showing a year-on-year rise of 43.6% [1] Product Performance - The sales revenue of Fumetinin tablets has steadily increased, enhancing the accessibility of medication for patients and expanding the beneficiary group of lung cancer patients [1] - The marketing team is actively promoting the synergistic effects of the commercialized product RET inhibitor, Pralsetinib capsules, alongside Fumetinin [1] - The RET inhibitor Pralsetinib has transitioned from overseas production to domestic manufacturing for market launch [1]

Investment Rating - The industry is rated as "Positive" for the next 12 months, indicating an expected increase in performance relative to the CSI 300 index [7][71][82]. Core Insights - The report highlights a concentrated period of semi-annual performance forecasts, suggesting a focus on pipeline realization, performance growth, and business collaborations in innovative drugs and related industry chains [7][70]. - Recent policy adjustments by the National Medical Insurance Administration are expected to catalyze innovation and development within the industry [14]. - Notable acquisitions and drug approvals, such as Merck's $10 billion acquisition of Verona and the approval of new drugs like the Bcl-2 inhibitor by Ascentage Pharma, are significant developments [2][27][14]. Industry Data - As of July 10, 2025, the SW pharmaceutical industry has a TTM price-to-earnings ratio of 28.55, with a valuation premium of 144% compared to the CSI 300 index [5][61]. - The report notes a general upward trend in various sub-sectors, with the medical services sector leading at a 1.56% increase [5][54]. - The report also provides insights into the pricing trends of raw materials, such as vitamins and traditional Chinese medicine, indicating fluctuations and year-on-year changes [15][17]. Company Announcements - Ascentage Pharma's Bcl-2 inhibitor has received conditional approval from the NMPA for treating chronic lymphocytic leukemia [27]. - WuXi AppTec anticipates a revenue increase of approximately 20.64% for the first half of 2025, with a significant net profit growth of about 44.43% [28]. - Gan & Lee Pharmaceuticals expects a net profit increase of 100.73% to 114.12% for the same period [29].