Group 1: Company Overview and Performance - The company introduced its operational performance, product layout, market development, and production management while ensuring compliance with information disclosure regulations [2] - As of May 2025, the company has integrated its R&D pipeline with Chengdu Aorui Pharmaceutical Co., enhancing its small molecule innovative drug development capabilities [3] - The company has established multiple independent R&D platforms and has applied for 35 patents, including 17 PCT patents [3] Group 2: Innovative Drug Development - Currently, there are 7 proprietary Class 1 innovative drug projects under development, targeting various cancers and autoimmune diseases [3] - The lead project, ORIC-1940, is in clinical Phase Ia/Ib research and is expected to be the first Class 1 innovative drug for secondary hemophagocytic lymphohistiocytosis (HLH) in China [3] - The company plans to submit IND applications for two additional projects by the end of this year and the first quarter of next year [3] Group 3: Clinical Data and Future Prospects - Anticipated Phase Ib data for ORIC-1940 is expected next year, with the timeline dependent on patient enrollment speed [4] - ORIC-1940 offers a differentiated mechanism of action compared to existing therapies, potentially addressing the limitations of current HLH treatments [5] - The company is considering expanding ORIC-1940's indications to include primary HLH and other autoimmune diseases [6] Group 4: International Market Expansion - The company has achieved significant milestones in international markets, including passing the FDA's cGMP inspection in May 2023 [7] - Key traditional Chinese medicine products have received registration approvals for sale in Singapore, marking a critical milestone for the company's export strategy [7]
华森制药(002907) - 2025年7月10日投资者关系活动记录表