AZN—Many people are not aware that EGFR-driven lung cancer is an order of magnitude more prevalent in China than in the US, so this is very significant.Oldtimers should know this from the history of Iressa (the drug that Tagrisso will supersede). AZN is (as best i can tell) already the biggest multinational in the Chinese prescription drug market, and is 50:50 partner with Fibrogen for roxadustat in China.AZN claims to be the #1 multinational drug company in China and the overall #2 drug company in China.