国海证券发布研报称，艾多替尼在NSCLC脑转移患者中头对头击败奥希替尼，预计将于2026Q3上市。第三代EGFR-TKI药物针对脑转移病灶的穿透与抑制能力仍存在短板。艾多替尼是奥希替尼差异化的氘代创新产品，2026年ASCO大会公司公布了艾多替尼在EGFR突变NSCLC脑转移患者一线治疗的ESAONA研究期中分析结果，艾多替尼与奥希替尼iORR为95.5% vs 79.6%，iPFS为NR vs 17.51个月(HR=0.46)，所有预设亚组患者均可从艾多替尼治疗中显著获益。
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