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医药生物行业深度报告:ADC药物,创新前行、出海扬帆-20231108-华金证券

u ADC创新发展加速,行业进入高速发展期。ADC作为新兴大分子靶向药物,具有相较于单药抗体、化疗等疗法的临床优势;尤其DS-8201在乳腺癌领域实现突破后更是激发全球ADC研发热情,且ADC联合疗法前景广阔。目前全球已有15款ADC药物获批上市,在研管线高达900余项,全球ADC市场有望以30.0%的高复合增速由2022年79亿美元增至2030年647亿美元;国内ADC处于刚起步阶段,相信未来3

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  1. 1华金证券Published by or linked to this institution1

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