国投证券此前指出，TF ADC早期数据优异，海外授权潜力大。乐普生物TF ADC已在ASCO 2024年会上披露了针对胰腺癌的优异数据，考虑到该领域严重的未满足临床需求，我们认为其海外授权潜力大。值得注意的是，乐普生物9月份公布，MRG003用于治疗复发性/转移性鼻咽癌(R/MNPC)新药上市申请获国家药监局受理并纳入优先审评。Lepu Biotech-B (02157) rose over 18% during the trading session, as of this report, it rose by 16.23%, priced at 3.08 Hong Kong dollars, with a transaction volume of 0.117 billion Hong Kong dollars.
According to Zhitong Finance APP, Lepu Biotech-B (02157) rose over 18% during the trading session, as of this report, it rose by 16.23%, priced at 3.08 Hong Kong dollars, with a transaction volume of 0.117 billion Hong Kong dollars.
In terms of news, Ying'en Biotech recently reached an exclusive licensing agreement worth over 1 billion dollars with GSK to jointly promote the development of the gastrointestinal cancer ADC drug DB-1324. Puyin International Securities stated that in recent years, more and more Chinese companies have achieved remarkable performance in the ADC field, frequently sealing large Trade deals for ADC drugs abroad.
Guotou Securities previously pointed out that the early data of TF ADC is excellent, with great overseas licensing potential. Lepu Biotech's TF ADC has disclosed excellent data targeting pancreatic cancer at the ASCO 2024 conference. Considering the serious unmet clinical needs in this field, its overseas licensing potential is regarded as significant. It is worth noting that Lepu Biotech announced in September that the new drug application for MRG003 for the treatment of recurrent/metastatic nasopharyngeal carcinoma (R/MNPC) has been accepted by the National Medical Products Administration and is included for priority review.
