股价上涨超140%,ADC领域的“隐形赢家”

药渡
Nov 16, 2025

2025年10月,中国创新药再次被ADC领域的巨额BD交易彻底点燃。先是10月17日,翰森制药将自主研发的CDH17靶向ADC药物HS-20110海外权益授予罗氏,15.3亿美元的总交易金额刷新了年内ADC授权纪录;紧接着10月22日,日本制药巨头武田宣布与信达生物达成高达114亿美元的战略合作,拿下三款ADC的全球权益,刷新了中国创新药出海纪录。在这场ADC狂欢中,最引人注目的除了手握重磅管线的...

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