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益方生物(688382) - 益方生物投资者关系活动记录表(2024年12月13日)
688382InventisBio (688382)2024-12-13 10:15

Group 1: Company Overview and Product Pipeline - Yifang Bio is an innovative drug development company with a product pipeline that includes two marketed products, one in registration clinical trials, two in Phase II clinical trials, and several preclinical projects [5]. - The company’s marketed products include: - Befotertinib: An EGFR tyrosine kinase inhibitor for treating EGFR mutation-positive non-small cell lung cancer (NSCLC), approved for both first-line and second-line treatment in 2023 and included in the National Medical Insurance Directory [5]. - D-1553 (Gosorese): A KRAS G12C inhibitor for treating various cancers, with its new drug application accepted by CDE in December 2023 and approved for marketing in November 2024 [5]. - D-0502 (Taragarestrant): An oral selective estrogen receptor degrader (SERD) for treating ER-positive, HER2-negative breast cancer, currently in Phase III clinical trials [5]. - D-0120: A URAT1 inhibitor for treating hyperuricemia and gout, with ongoing clinical trials in China and the US [5]. - D-2570 (TYK2): A selective oral TYK2 inhibitor for treating psoriasis, with a Phase II clinical trial initiated in December 2023 [5]. Group 2: Clinical Trial Results and Efficacy - The Phase II clinical trial for D-2570 showed significant efficacy, with PASI 75 response rates between 85.0% and 90.0%, compared to 12.5% in the placebo group (P<0.001) [6]. - Other efficacy metrics for D-2570 included: - PASI 90 response rates of 70.7% to 77.5% vs. 5.0% in the placebo group - PASI 100 response rates of 39.0% to 50.0% vs. 2.5% in the placebo group - sPGA 0/1 response rates of 80.5% to 87.5% vs. 20.0% in the placebo group [6]. - D-1553 demonstrated an objective response rate (ORR) of 52% and a disease control rate (DCR) of 88.6% in a Phase II study, with a median progression-free survival (PFS) of 9.1 months [7]. Group 3: Market Potential and Strategic Partnerships - The market for gout treatments is significant, with over 100 million patients in China, highlighting the need for more effective and safer products like D-0120 [5]. - In August 2023, Yifang Bio granted exclusive rights to Zhengda Tianqing for the development, registration, production, and commercialization of D-1553 in mainland China [5].