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[What are the main considerations for the biomedical technologies to be added? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What are the main considerations for the biomedical technologies to be added? Answer: There are already some biomedical technologies in the current "Catalogue". This time, it is planned to add 5 technologies related to pathogenic microorganisms, cell and gene therapy, and small nucleic acid drugs. The main considerations are as follows: The first is to safeguard human life, health and safety. Pathogenic microbial technologies are directly related to human health and national biosecurity. Including them in the Catalog and prohibiting their export is an institutional arrangement to safeguard national security and build a biosecurity barrier. It is also an objective need to protect the health of all mankind. The second is to support China’s biomedical technology to carry out international cooperation in an orderly manner in accordance with laws and regulations. The listing of biomedical technologies this time will exclude or apply convenient measures to important situations of international cooperation. For example, export situations such as external authorization and licensing of relevant technology and process platforms with independent intellectual property rights, and use of relevant technology and processes to provide outsourced R&D and production services are not included in the scope of management; for relevant target discovery and verification technologies with independent intellectual property rights, exports through external authorization and licensing will be subject to convenient measures such as automatic licensing. The third is to implement the concept of a human health community. This policy clearly stipulates that for exports of restricted technologies that are required for public health emergencies, humanitarian relief, use of overseas resources for joint research and development, etc., convenient measures such as automatic licensing are applicable. China will continue to share its technological development achievements with other countries around the world and make positive contributions to improving human health and well-being.
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[The Ministry of Commerce and the Ministry of Science and Technology plan to revise the "China's Catalog of Prohibited and Restricted Export Technologies" and add some artificial intelligence, biomedicine, and photovoltaic technologies] October 16th, in accordance with the "Foreign Trade Law of the People's Republic of China" and the "People's Republic of China Technology Import and Export Administration Regulations", the Ministry of Commerce and the Ministry of Science and Technology plan to revise the "China's Export Prohibited and Restricted Technologies Catalog" to add some artificial intelligence, biomedicine, and photovoltaic technologies. Upon approval, it is now open to the public for solicitation of opinions, and pre-export registration management of related technologies will be implemented simultaneously. This public solicitation of opinions involves 40 technologies in three fields: artificial intelligence, biomedicine, and photovoltaics. The field of artificial intelligence includes 23 technologies related to large models, agents, computing power clusters, and information processing; technologies that have entered the public domain through open source, published academic papers, etc. are not included in the scope of management. The field of biomedicine includes five technologies related to cell and gene therapy, small nucleic acid drugs, and pathogenic microorganisms; for external authorization models that do not involve ownership transfer, convenient measures such as automatic licensing are applicable. The photovoltaic field includes 12 technologies related to polysilicon manufacturing, silicon wafer manufacturing, and battery manufacturing; the scope of technical management also includes key and core equipment carrying related technologies.
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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.