Core Viewpoint - The approval of Benovolimod cream (Zelime) in China marks a significant advancement in the treatment of atopic dermatitis for patients aged 2 and above, being the first non-steroidal topical innovative drug globally for this indication, with a notable price and accessibility advantage over the US counterpart, VTAMA [1][4][9] Group 1: Development Background - Benovolimod was discovered in the 1990s by Dr. Chen Genghui during research in Canada, leading to the establishment of a patent shared between Canada and China [4] - Dr. Chen returned to China to establish Tianji Pharmaceutical, while the overseas development rights were acquired by GSK and later sold to Dermavant in the US [4] Group 2: Clinical Trials - Phase III clinical trial results show similar efficacy and safety profiles for both Zelime and VTAMA, with Zelime demonstrating superior efficacy in children aged 7-11 [6] - EASI75 response rates were 54.4% for Zelime and 55.8% for VTAMA, while IGA response rates were 46.2% for Zelime and 45.4% for VTAMA [6] Group 3: Price Comparison - The price of Zelime in China is 980 RMB per tube, while VTAMA costs approximately 1400 USD (around 9800 RMB), making VTAMA about ten times more expensive than Zelime [7] - Even when adjusted for weight, VTAMA remains 2.5 times more expensive than Zelime, significantly reducing the economic burden on Chinese patients [7] Group 4: Patient Feedback - Both Zelime and VTAMA received positive feedback from patients, with Chinese users highlighting its effectiveness in controlling itching and reducing flare-ups, especially for children [8] - American patients reported effective relief from eczema symptoms with VTAMA, despite its high price, as evidenced by sales reaching 20 million USD in the first quarter of 2025 [8] Group 5: Overall Summary - Overall, Zelime offers a more cost-effective and efficient treatment option for atopic dermatitis patients in China compared to VTAMA, benefiting from local development, superior pediatric efficacy, and broader patient acceptance [9]

Organon First Quarter 2025 Earnings Disclaimer statement Cautionary Note Regarding Forward-Looking Statements Except for historical information, this presentation includes "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including, but not limited to, statements about management's expectations about Organon's future financial performance and prospects, including expectations regarding regulatory approvals (including t ...

Organon & Co. (NYSE:OGN) Q4 2024 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants Jennifer Halchak - VP, IR Kevin Ali - CEO Juan Camilo Arjona Ferreira - Head of R&D Matt Walsh - CFO Conference Call Participants Terence Flynn - Morgan Stanley Michael Nedelcovych - TD Cowen Ethan Brown - JPMorgan David Amsellem - Piper Sandler Balaji Prasad - Barclays Jason Gerberry - Bank of America Umer Raffat - Evercore ISI Operator Thank you for standing by. My name is Celine and I will be your ...