종합 밸류에이션 구간 · 보수적 ¥46–¥52 / 적정 ¥60–¥76 / 낙관적 ¥90–¥110. ¥123.5 기준, 낙관적 상단 위 · 미래 성장 과도 반영.
보고서 발행 시 ¥117.55（2026년 6월 25일）
RemeGen signed an ex-Greater China RC148 license with AbbVie, including a USD650 million upfront payment and up to USD4.95 billion milestones.
Possible impact:May affect expectations for non-dilutive funding, global development capability and RC148 asset value.
RemeGen dosed the first patient in a Phase II/III trial of RC148 plus chemotherapy as first-line therapy for unresectable or metastatic colorectal cancer.
Possible impact:May affect expectations for RC148 development pace and its commercial potential in a large oncology indication.
RC148 plus chemotherapy dosed the first patient in a phase 2/3 first-line colorectal cancer study.
Possible impact:May affect expectations for RC148 development progress, clinical value and partnered commercialization.
Telitacicept was approved in China for Sjogren's disease and IgA nephropathy, expanding its approved indications to five.
Possible impact:May affect sales expectations for telitacicept and its autoimmune and renal disease market potential.
Q1 revenue rose 24.8% to RMB656 million; attributable net profit was RMB328 million, while recurring profit remained negative.
Possible impact:May affect views on commercial sales growth, licensing gains and the sustainability of profitability.
Automatically summarized from public sources; for context only, not investment advice.
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RemeGen Co., Ltd., a biopharmaceutical company, discovers, develops, produces, and commercializes biological drugs for the treatment of autoimmune, oncology, and ophthalmic diseases in Mainland China and the United States. The company offers Telitacicept (RC18) for the treatment of systemic lupus erythematosus (SLE) autoimmune disease, rheumatoid arthritis, and myasthenia gravis; and Disitamab Vedotin (RC48), an antibody drug conjugate for the treatment of gastric cancer, urothelial carcinoma, breast cancer, and other tumors. It also develops products in various stages, including RC-28E, a fusion protein that targets vascular endothelial growth factor (VEGF) and fibroblast growth factor (FGF); RC88, an antibody-drug conjugate (ADC) that targets mesothelin; and RC148, a bispecific antibody ADC drug that in Phase1/2 clinical studies targeting program cell death protein 1 (PD-1) and VEGF; RC278, an ADC drug for the treatment of multiple solid tumors; and RC288, a dual-antibody ADC drug for the treatment of various tumors. The company was founded in 2008 and is headquartered in Yantai, the People's Republic of China.
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