Chen Chen's questions to HUTCHMED (China) Ltd (HCM) leadership • H1 2025
Question
Chen Chen of UBS Group AG asked about the potential impact of proposed US tariffs on fruquintinib sales. She also questioned the NDA submission timeline for savolitinib in gastric cancer in China and whether the EZH2 inhibitor, Tesveric, would be considered for NRDL negotiation this year.
Answer
CEO Weiguo Su responded that while it is difficult to estimate the precise impact of US tariffs, he believes it will not be significant due to the relatively low manufacturing cost of fruquintinib. He confirmed that the NDA filing for savolitinib in late-stage gastric cancer with MET amplification is planned for late this year. For the EZH2 inhibitor, Dr. Su stated that the company is preparing for NRDL discussions, but acknowledged challenges given it is an imported drug for a rare indication.