Sichuan Huiyu Pharmaceutical Co., Ltd. (SHA: 688553) announced that the National Medical Products Administration (NMPA) has approved a clinical trial for HYP-6589, a Category 1 chemical drug, to be evaluated in combination with osimertinib for advanced non‑small cell lung cancer (NSCLC) with targetable driver genes.

Regulatory Milestone & Drug Profile

ItemDetail
CompanySichuan Huiyu Pharmaceutical Co., Ltd. (688553.SH)
DrugHYP-6589 (small‑molecule SOS1 inhibitor)
CombinationOsimertinib (third‑generation EGFR inhibitor)
IndicationAdvanced NSCLC with targetable driver genes
ApprovalNMPA clinical trial authorization
MechanismBinds SOS1 catalytic region, inhibits KRAS‑GTP activation, blocks RAS‑RAF‑MAPK and RAS‑PI3K‑AKT‑mTOR pathways
Strategic RationaleAddresses osimertinib resistance via SOS1 inhibition

Mechanism of Action & Competitive Advantage

  • SOS1 Inhibition: HYP-6589 specifically targets the SOS1 catalytic region, preventing KRAS‑GTP activation and blocking downstream oncogenic signaling
  • Resistance Overcoming: SOS1 is implicated in multiple resistance pathways to third‑generation EGFR inhibitors like osimertinib; HYP-6589 may delay or overcome this resistance
  • Combination Synergy: By inhibiting SOS1, the drug enhances osimertinib efficacy and provides a novel strategy for EGFR‑mutated NSCLC patients who progress on standard therapy
  • Global Landscape: No approved SOS1 inhibitors for NSCLC; positions Huiyu as a first‑mover in this resistance‑targeting mechanism

Market Impact & Commercial Outlook

  • China NSCLC Market: Valued at ¥45 billion : (~US$6.3 billion) in 2025, with EGFR‑mutated patients representing 40% of cases
  • Osimertinib Resistance: ~30% : of osimertinib‑treated patients develop resistance within 2 years, creating a ¥10 billion addressable market for combination therapies
  • Revenue Potential: Analysts project ¥2–3 billion (US$280–420 million) peak sales if HYP-6589 demonstrates efficacy in overcoming resistance
  • Strategic Value: Category 1 status enables priority review; success could attract global partnership interest from osimertinib manufacturers (AstraZeneca)
  • Next Steps: Phase I trial initiation expected Q2 2026; biomarker‑selected patient enrollment to begin in major oncology centers

Forward‑Looking Statements
This brief contains forward‑looking statements regarding clinical development timelines, regulatory pathways, and revenue projections for HYP-6589. Actual results may differ due to clinical trial outcomes, competitive dynamics, and NMPA review processes.-Fineline Info & Tech