摘要我们于2024 年发布了复宏汉霖的深度报告,考虑到中途公司经历了私有化,后续创新管线及全球化有较大进展,因此重新对公司的业务进行梳理。HLX43:潜在BIC PD-L1 ADC,针对PD-1/PD-L1 不响应或耐药患者目前2L EGFR 野生型NSCLC 治疗仍以化疗为主,先前TROP2 ADC 等药物的尝试并未显示出明显的OS 获益。PD-L1 抗体PD-L1 ADC 靶点成药壁垒高,...
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