CMS Secures China NMPA Approval for Renal Anaemia Drug Desidustat

  • China Medical System Holdings Ltd. (CMS) received NMPA approval for Desidustat Tablets, a novel oral HIF-PHI for treating renal anaemia in non-dialysis CKD patients, on March 13, 2026.
  • Desidustat demonstrated superior efficacy over placebo in Phase III trials, maintaining Hb levels within target ranges long-term.
  • CMS licensed Desidustat exclusively from Zydus Lifesciences under a 2020 agreement.
  • The drug addresses a significant unmet need: only 8.2% of non-dialysis CKD anaemia patients in China achieve target Hb levels.

This approval strengthens CMS’s nephrology portfolio alongside Velphoro, targeting China’s 120M+ CKD patients. The HIF-PHI class represents a strategic shift from injectable EPO therapies to oral alternatives, aligning with CMS’s innovation-driven specialty focus. Success here could validate its dual-engine R&D model and emerging-market expansion strategy.

Commercialization Pace
How quickly CMS can scale Desidustat’s adoption given its existing nephrology channel network and Velphoro synergy.
Pipeline Execution
Whether CMS can maintain momentum with 20+ projects in clinical trials while commercializing new approvals.
Regional Expansion
The pace at which CMS pursues Desidustat approvals beyond China and India.