Chen Chen's questions to HUTCHMED (China) (HCM) leadership • H1 2025
Question
Chen Chen of UBS Group asked about the potential impact of proposed US tariffs on fruquintinib sales. She also questioned the NDA submission timeline for savolitinib in gastric cancer and the company's plans for NRDL negotiations for its EZH2 inhibitor, Tesveric.
Answer
CEO Weiguo Su stated that while the details are unknown, he believes the impact of potential US tariffs on fruquintinib would not be significant due to the relatively low manufacturing cost. He confirmed that the NDA filing for savolitinib in late-stage gastric cancer is planned for the end of the current year. Regarding the EZH2 inhibitor, Dr. Su affirmed that the company is preparing for NRDL discussions later this year, acknowledging the product's higher cost as an imported drug and its initial indication in a rare form of lymphoma.