中信证券研报表示创新核药RDC有望解决目前前列腺癌诊疗过程中检测负担大、疗效有限等未被满足临床需求改变前列腺癌诊疗范式实

智通财经
Aug 29
中信证券研报表示创新核药RDC有望解决目前前列腺癌诊疗过程中检测负担大、疗效有限等未被满足临床需求改变前列腺癌诊疗范式实现诊疗一体化提高患者依从性和生存期。目前中国尚无任何RDC上市市场呈现蓝海状态海外前列腺癌RDC诊疗产品在2021年上市2024年市场已接近30亿美元充分验证了其巨大的商业价值。我们认为中国有望复刻海外前列腺癌RDC诊疗市场发展路径预计未来中国前列腺癌RDC诊疗市场将超100亿元市场呈现高速增长状态。我们认为该行业关键点为核素、配体分子形态、生产配送能力建议关注在上述条件具有优势的公司。

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