本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。PD-1/VEGF 双抗赛道,在近期上演了一出冷暖两重天的资本大戏:宜明昂科 PD-L1/VEGF 双抗遭遇合作方 Axion 退货,管线价值预期受挫;而荣昌生物则凭借 PD-1/VEGF 双抗 RC148,斩获艾伯维56 亿美元总价的授权大单。一退一进之间,不仅折射出双抗赛道的分化加剧,更悄然勾勒出2026 年医药投资的核心主线——...
Source Link本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。PD-1/VEGF 双抗赛道,在近期上演了一出冷暖两重天的资本大戏:宜明昂科 PD-L1/VEGF 双抗遭遇合作方 Axion 退货,管线价值预期受挫;而荣昌生物则凭借 PD-1/VEGF 双抗 RC148,斩获艾伯维56 亿美元总价的授权大单。一退一进之间,不仅折射出双抗赛道的分化加剧,更悄然勾勒出2026 年医药投资的核心主线——...
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