科伦博泰(6990.HK):国际化ADC创新平台 核心资产商业化可期

西部证券
Jun 29

ADC 赛道领军企业,技术平台出海获MNC 背书。科伦博泰成立于2016 年,是科伦药业创新研发子公司,已建立起ADC、大分子、小分子三大技术平台。截至2024 年年报,科伦博泰共布局30+创新资产,10+款药物处于临床阶段,管线储备梯队完善。2025 年将进入加速放量周期,商业化进展值得期待。ADC 平台:布局肿瘤与非肿瘤两大ADC 开发策略,研发能力获MNC 背书。1)SKB264:基于戈沙...

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