Release Date: March 19, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide details on the Phase III plans for savolitinib in combination with TAGRISSO outside China, and what are your M&A plans for 2025? A: The Phase III trial for savolitinib combined with TAGRISSO is ongoing, involving 20 countries and over 200 sites. We anticipate completing recruitment this year, which could lead to global registration. Regarding M&A, we aim to leverage our strong cash position to acquire profitable oncology and immunology products that synergize with our pipeline.
Q: How do you plan to integrate your ATDC programs into your portfolio, and what are the criteria for nominating these programs? A: Our ATDC programs target major signaling pathways with known genetic alterations. We aim to initially pursue late-line single-agent studies and eventually move these products to frontline settings. The criteria for nominating programs include targeting genetic alterations with high incidence rates in tumors, and we plan to run global trials independently or with partners.
Q: What is the expected impact of fruquintinib's EU launch on your 2025 top line, and what should we expect from the SAVANNAH study results? A: Fruquintinib's EU launch, along with Japan and continued US growth, is expected to accelerate our top line. The SAVANNAH study, being a single-arm study, will support conditional approvals in certain regions, while the Safron study will be crucial for full global approval.
Q: How do you see the Mariposa trial affecting savolitinib's position, and what is the market potential for fruquintinib in the US? A: The Mariposa trial involves a chemo combo with non-selected patients, whereas savolitinib targets a specific patient population with a convenient oral regimen. In the US, fruquintinib has significant market potential, especially in the third-line setting, due to its proven efficacy and safety profile.
Q: What are your plans for ATDC candidates moving to clinical stages this year, and how does this align with your profitability goals? A: We plan to move multiple ATDC candidates to clinical stages this year, with one or two IND filings expected. Despite increased R&D investment in ATDCs, we aim to maintain profitability, leveraging our strong cash position and potential partnerships to manage expenses.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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