创新药再迎BD高峰期,市场为何反应冷淡?

华夏ETF
Oct 23, 2025

授权出海交易再迎大单“10月22日,国内PD-1“四小龙”之一的信达生物,公告与日本药企武田制药达成全球战略合作。加速推进新一代免疫肿瘤(IO)及抗体药物偶联物(ADC)疗法开发,包括两款后期在研疗法IBI363 (PD-1/IL-2-bias)及IBI343 (CLDN18.2ADC),一款早期研发项目选择权IBI3001 (EGFR/B7H3 ADC)的选择权交易,信达生物将获得12亿美元...

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