Solid H225 commercial performance delivered FY25 revenue growth, driven by ex-China geographic expansion/new launches for Fruzaqla (FY25: $366m in-market sales, +26% CER) and indication expansion for China commercial products despite H125 regulatory and competitive headwinds (Elunate, Sulanda, and Orpathys FY25 consolidated revenues were $122.5m, -23% CER). While FY25 Oncology/Immunology consolidated revenue of $285m (FY24: $363m) was at the lower end of $270m-$350m guidance, underlying growth momentum should be maintained, with HUTCHMED guiding to FY26 Oncology/Immunology consolidated revenue of $330m-$450m.
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