浦银国际研究5月23日美国肿瘤年会(ASCO)披露了此次大会投稿接收的摘要内容,我们在本系列报告中提供我们对已披露的摘要内容的解读与点评。本篇点评聚焦信达生物相关管线药物IBI363 (PD-1/IL-2α-bias)及IBI343 (CLDN18.2 ADC)。整体而言,我们认为IBI363披露的肺鳞癌及结直肠癌联用数据带来了正面惊喜,进一步提升IBI363作为潜在同类最佳药物的可预见性。●...
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