Zhītōng Cáijīng APP learned that Akeso (09926) is now up more than 4%, as of the time of publication, it is up 2.97% to HKD 39.85, with a turnover of HKD 129 million.
On May 24th, Yivoyi's anti-EGFR monoclonal antibody was approved by NMPA for use in combination with pemigatinib and carboplatin for locally advanced or metastatic nsqNSCLC with EGFR mutations who have progressed after EGFR-TKI treatment. On May 31st, Yivoyi achieved positive results in the Phase III trial comparing it with pembrolizumab for 1L treatment of PD-L1-positive NSCLC.
CICC pointed out that with the domestic approval of Yivoyi, it is important to pay attention to its commercial volume expansion. The company actively laid out its commercialization plan and completed its first shipment within a week of its approval. Based on the excellent commercialization experience of another approved product, cadonilumab, we believe that the two tumor immunotherapy products have great potential for synergy, while expanding the commercial team and exploring various insurance payment possibilities. In addition, Yivoyi's successful head-to-head treatment of 1L NSCLC with K-drugs further solidifies its potential as an IO cornerstone product, including a broad market for subsequent combinations with ADC drugs or other drugs.