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[Alice: The phase III clinical trial of fumetinib did not meet the primary study endpoint] On October 7, Ellis (688578.SH) announced that the company's product fumetinib mesylate tablets ("vometinib") monotherapy is FURVENT for the treatment of previously untreated patients with locally advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) carrying EGFR exon 20 insertion mutations. The Phase III trial did not meet its primary endpoint of progression-free survival (PFS) as assessed by blinded independent central review (BICR). Clinical benefit was observed on secondary endpoints such as investigator-assessed PFS and BICR-assessed confirmed objective response rate (ORR); although overall survival (OS) data are not yet mature, a clear trend of improvement has been observed. The safety profile observed in the FURVENT trial was consistent with previous clinical studies of fumetinib, and no new safety signals were found. Together with ArriVent, the company is evaluating FURVENT's complete data set to determine next steps. As of September 30, 2026, the company has invested a total of approximately 70.82 million yuan in key clinical trials of fumetinib for first-line treatment of exon 20 insertion mutations. The above-mentioned research and development expenses have been included in the profits and losses of the corresponding accounting period when they are incurred, and will not have a significant impact on the company's current performance.
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[Inner Mongolia: Accelerate the progress of African swine fever vaccine research and development] On September 11, the General Office of the People's Government of the Inner Mongolia Autonomous Region recently issued the "Action Plan for Accelerating the High-Quality Development of the Biomanufacturing Industry in the Inner Mongolia Autonomous Region." It is proposed to enhance the core competitiveness of biomedicine. Accelerate the establishment and operation of platforms such as the Hohhot Bio-Intelligent Manufacturing Valley, focus on nucleic acid drugs, cell and gene therapy, "AI + medicine" and other characteristic new tracks, and promote the biomedical industry to leapfrog from scale advantages to technology leadership. Consolidate and enhance the global market leading position of animal vaccine products such as foot-and-mouth disease vaccine, accelerate the research and development of African swine fever vaccines, strengthen the promotion and application of new vaccines and multi-linked multivalent vaccines in the region, and improve the prevention and control capabilities of major animal diseases. Leverage the platform advantages of the company's P3 laboratory to accelerate the development and industrialization of cutting-edge products such as mRNA vaccines and mucosal vaccines, and build a world-leading intelligent manufacturing benchmark for animal vaccines. Deepen the secondary development of traditional Chinese medicine (Mongolian medicine), use synthetic biology technology to enable the discovery and efficient preparation of functional components of characteristic Chinese medicine (Mongolian medicine), and create a modern traditional Chinese medicine (Mongolian medicine) industrial system with Inner Mongolian characteristics.