抗体偶联药物ADC产业投资框架:“精准化疗”引爆千亿市场 中国创新引领全球浪潮

爱建证券
Nov 21

投资要点:靶向前药、精准化疗,ADC 药物全球市场空间超千亿美元。抗体偶联药物ADC 兼具单抗药物的“精准识别”和小分子毒素的“强效杀伤”双重优势,被誉为“精准化疗”。相比于传统化疗和单抗药物,以Enhertu 为代表的第三代ADC 药物展现出“碾压式”的治疗优势。“ADC+IO”成为新的治疗趋势,在肺癌、乳腺癌等多个大癌种向“PD-1+化疗”一线疗法发起挑战,未来可能改写肿瘤标准疗法。这也使...

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