KELUN PHARMA(SZ:002422)2023-07-07 01:10Group 1: R&D Pipeline Overview - 33 drugs are currently under research, with 14 in clinical trials and 4 ADCs entering clinical phases [2] - 1000+ patients are involved in Phase 3 clinical trials, with 166 drugs entering single-arm registration applications [2] - Milestones for 2023 include the initiation of single-arm trials for RET+ NSCLC and the advancement of multiple drugs towards NDA submissions [2] Group 2: Q&A Highlights - SKB264 is being developed for EGFR mutation-positive NSCLC, with a focus on PFS as the primary endpoint in Phase 3 trials involving 356 patients [3] - The company is exploring the combination of SKB264 with PD-1 inhibitors, emphasizing safety and efficacy [4] - The ongoing collaboration with MSD is aimed at optimizing clinical development and biomarker analysis [5] Group 3: Product Development and Market Strategy - The company plans to establish a commercialization team targeting breast cancer and lung cancer, with an expected team size of 1000 by 2025 [5] - The ADC production process is complex, with a strong CMC team ensuring core production capabilities are maintained in-house [5] - The company is confident in the growth of the Chinese innovative drug market, driven by an aging population and increasing healthcare investments [5]