Allist(SH:688578)2023-11-13 10:30Group 1: Investor Relations Activity - The investor relations activity included a telephone conference on November 9, 2023, with 132 participants from various investment firms [2][5]. - The meeting lasted from 15:00 to 15:40, focusing on the company's collaboration with Basilea Pharmaceutica [5][6]. Group 2: Collaboration with Basilea - On November 8, 2023, the company signed a collaboration agreement with Basilea, acquiring exclusive commercialization rights for the RET inhibitor, Pujihua® (Pralsetinib) in mainland China [5][6]. - Pujihua® is the first approved RET inhibitor in mainland China, with indications for non-small cell lung cancer (NSCLC) and thyroid cancer [6][7]. Group 3: Market Potential and Product Features - RET fusion mutations account for approximately 1-2% of NSCLC patients, translating to about 10,000 to 20,000 new patients annually in China [10]. - The increasing prevalence of genetic testing is expected to enhance the detection rate of RET mutations, expanding the market for RET inhibitors [10]. Group 4: Future Development and Pipeline - The company is focused on developing innovative drugs, including a fourth-generation EGFR-TKI and a new generation EGFR-TKI targeting EGFR-C797S mutations, currently in preclinical development [11][12]. - The company aims to accelerate the development of its product pipeline, which includes KRAS G12D inhibitors and SOS1 inhibitors, to bring more innovative and high-quality drugs to market [12].