[키움 허혜민] J&J 컨콜 중 렉라자 병용 관련 언급

Joaquin Duato (CEO) “And in lung cancer, we recently published results in the New England Journal of Medicine for RYBREVANT plus LAZCLUZE, showing a statistically significant reduction in the risk of death compared to osimertinib. We are now seeing the potential for patients to live significantly longer than anyone thought possible. The combination of RYBREVANT plus LAZCLUZE is another of our $5 billion peak year sales assets.” 요약: NEJM에 게재된 결과를 언급하며 오시머티닙 대비 사망위험 감소, 피크 매출 50억 달러급 자산으로 규정. Joaquin Duato (CEO) – 성장 브랜드 나열 중 “...including DARZALEX, CARVYKTI, TALVEY, TECVAYLI, ERLEADA, RYBREVANT, LAZCLUZE, CAPLYTA, SPRAVATO, SIMPONI, REMICADE and remarkable growth of 40% in TREMFYA.” 요약: 더블디짓 성장 브랜드 열거에 RYBREVANT, LAZCLUZE 포함. Darren Snellgrove (IR) – 실적 요약 “In lung cancer, RYBREVANT plus LAZCLUZE delivered sales of $198 million and growth over 100%, driven by continued strong launch uptake. We continue to see share gains in both first and second lines of therapy.” 요약: 분기 매출 1.98억 달러, 100%+ 성장, 1·2차 치료 모두 점유율 확대. Outlook / 가이던스 & 마일스톤 Joseph Wolk (CFO) – 2025 마일스톤 “In Innovative Medicine, we anticipate U.S. FDA approval for subcutaneous RYBREVANT for non-small cell lung cancer as well as for CAPLYTA in adjunctive major depressive disorder.” 요약: RYBREVANT 피하주사(SC) NSCLC 적응증 미국 FDA 승인 예상 언급. Q&A / 추가 코멘트 Jennifer Taubert (Innovative Medicine 총괄) – 성장동력 강조 “RYBREVANT plus LAZCLUZE for non-small cell lung cancer... We’re anxiously anticipating our launch of the subcutaneous dosage form. We think that there is a lot of runway there as a $5 billion-plus asset. We’re also anticipating new data coming out in head and neck cancer and also colorectal cancer.” 요약: SC 제형 출시 기대, 50억 달러+ 자산 자신감, 두경부암/대장암 데이터도 예고.