顶峰治疗公司（SMMT）：第46届全球医疗保健年会——要点总结

Presenters: Bob Duggan and Maky Zanganeh (Co-CEOs), Manmeet Soni (COO & CFO), and Dave Gancarz (CBSO). Bottom Line: We hosted SMMT, including for a breakfast meeting, where the discussion centered on: 1) positive global Ph3 (HARMONi) data for ivonescimab+chemotherapy in 2L EGFR-mutant non-small cell lung cancer (NSCLC) - management highlighted the translation of single region (China) data to western patients per consistent efficacy and safety across regional subgroups, supporting SMMT’s ongoing ivonescimab development plan leveraging prior data generated by partner Akeso in China; 2) Akeso Ph3 HARMONi-6 interim data (full data in 2H, likely at ESMO October 17-21) demonstrating ivonescimab’s benefit in combination with chemotherapy in 1L squamous NSCLC - management sees positive readthrough to the ongoing global HARMONi-3 1L NSCLC study, noting strong HARMONI-3 enrollment (timeline updates expected in 2H); 3) recent HARMONi-2 OS data supporting the translatability of ivonescimab’s PFS b