Chipscreen(688321)2024-11-01 09:52Group 1: Company Performance - The company achieved a revenue of 4.81 billion CNY in the first three quarters of 2024, representing a year-on-year growth of 16.73% [1] - Sales of Seglitazone increased by 38.02% year-on-year, while sales of Sidaprim showed a growth of 24.01% [1] - The company reported a revenue increase of 322.98% and a year-on-year growth of 414.65% [1] Group 2: Product Development - CS231295, a new drug for treating tumors, has shown significant preclinical efficacy and is currently under IND acceptance [2] - The company is focusing on developing innovative drugs that meet patient needs and have novel mechanisms of action [1] - The II phase clinical trial for Seglitazone in treating MASH has been selected for a presentation at the 2024 American Liver Meeting, indicating positive preliminary efficacy signals [2] Group 3: Strategic Partnerships and Market Position - The company has established a complete BD team for external cooperation and has maintained effective communication with various industry players [2] - Following the termination of the promotion authorization with Haizheng, the company plans to take over the marketing of Seglitazone in several provinces, enhancing its commercial strategy [3] - The company aims to leverage its own sales team and partnerships for specialized academic promotion of Seglitazone in mainland China [3] Group 4: Clinical Indicators and Regulatory Standards - Insulin resistance is identified as a core pathogenic factor in MASH, with the company focusing on improving clinical indicators related to liver fibrosis [2] - The recognized standard for MASH drug approval is improvement in liver fibrosis, with a focus on non-invasive methods for assessing liver fat [2] - In clinical trials, 51.6% of patients in the Seglitazone 64mg group showed a ≥30% reduction in liver fat after 18 weeks of treatment [2]