HUTCHMED (China) (HCM) Fireside chat summary

Introduction and agenda

• Discussion covered savolitinib plus osimertinib in NSCLC, including SANOVO and SAFFRON data presented at ESMO 2026, followed by clinical roundtable and investor Q&A.

• Professor Yi-Long Wu presented the frontline SANOVO results; the roundtable addressed clinical application, testing, commercialization and regulatory plans.

Background and experience of the speaker

• Savolitinib development began in 2010; approvals in China followed in 2025 for second-line EGFR-mutant/MET-amplified NSCLC and in June 2026 for gastric cancer.

• Professor Wu described more than 20 years of MET research and presented SANOVO at ESMO 2026 on behalf of the Guangdong Provincial Research Team.

Current industry trends

• EGFR-mutant lung cancer treatment is increasingly biomarker-directed; speakers described MET overexpression and amplification as markers linked to poor outcomes and potential benefit from combined EGFR/MET blockade.

• Frontline options are broadening to include osimertinib plus chemotherapy, RYBREVANT combinations and emerging ADCs; speakers emphasized oral administration and patient convenience as differentiators.

• IHC testing was presented as simpler and more cost-effective than FISH, which requires specialized testing; 58% of 449 EGFR-mutant patients among 1,000 screened had IHC 2+ or 3+ expression in SANOVO screening.