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    Matthew Yan

    Senior Equity Analyst at CITIC CLSA

    Matthew Yan is a Senior Equity Analyst at CLSA, specializing in coverage of the general sector with a primary focus on companies such as BeOne Medicines and several Hong Kong- and Japan-listed firms. He has provided ratings for seven companies, maintaining a success rate of 56.67%, with notable calls including a 63% return recommendation on HK:6160 and an average transaction return of -7.70%. Yan’s recent performance includes a 46% profitable recommendation rate, and he has gained visibility through industry forums and analyst coverage listings. While specific professional credentials and career history prior to CLSA are not publicly disclosed, his current role situates him as a recognized analyst within Asia’s equity markets.

    Matthew Yan's questions to HUTCHMED (China) (HCM) leadership

    Matthew Yan's questions to HUTCHMED (China) (HCM) leadership • H1 2025

    Question

    Matthew Yan of CITIC CLSA asked about HUTCHMED's ATTC platform, including the timeline for target disclosure and the development strategy. He also inquired about the reasons for the recent sales decline and the revised timeline for the SYK inhibitor, sofloplanib.

    Answer

    CEO Weiguo Su explained that the ATTC target and preclinical data for A251 will be disclosed at the upcoming EORTC conference, with a development strategy focused on combinations in frontline settings. He attributed the transitory sales decline to anti-corruption activities impacting off-label use and a team transition, noting a recovery was already underway. Regarding the SYK inhibitor, he clarified that regulators guided them to focus on CMC validation, leading to a planned resubmission in H1 2026. EVP & Chief Medical Officer Michael Shi added that the ATTC platform's global development will leverage FDA's Project Frontrunner for earlier combination studies.

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