ADC药物商业化拐点将到来:“卖水人”积极抢产能 药明合联拟收购东曜药业

每日经济新闻
Jan 15

随着ADC药物(抗体偶联药物)临床管线持续扩容,商业化拐点已至,产能缺口进一步凸显。  1月14日,行业龙头药明合联宣布,拟以4港元/股的价格收购东曜药业股份约7.73亿股。后者是国内最早一批研发抗体偶联药物的企业,近年来转型为CDMO(合同定制研发生产)赛道,其中的ADC CDMO是其区别于其他同行业企业的特殊之处。  此前药明合联的产能扩张主要依赖自建和海外布局,这也是它上市以来首次披露的重大...

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