종합 밸류에이션 구간 · 보수적 HK$260–HK$280 / 적정 HK$390–HK$560 / 낙관적 HK$660–HK$705. HK$513.5 기준, 적정 내재가치 구간 내.
보고서 발행 시 HK$419（2026년 6월 25일）
Phase III results for sac-TMT plus pembrolizumab in first-line PD-L1 positive NSCLC were published in The Lancet.
Possible impact:May influence expectations for the commercial potential of its core ADC in lung cancer.
Kelun-Biotech said SKB118 received CDE investigational new drug approval.
Possible impact:May affect expectations for early-stage pipeline breadth and long-term R&D optionality.
NMPA accepted the sNDA for sac-TMT plus pembrolizumab in first-line PD-L1 positive NSCLC.
Possible impact:May affect approval probability, launch timing, and peak sales expectations for the core product.
Kelun-Biotech announced 2025 annual results, highlighting multiple product launches and a tiered pipeline.
Possible impact:May affect expectations for commercialization delivery, R&D efficiency and medium-term growth.
Automatically summarized from public sources; for context only, not investment advice.
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd., a biopharmaceutical company, engages in the research and development, manufacturing, and commercialization of novel drugs in oncology, immunology, metabolism, and other therapeutic areas in the People's Republic of China and internationally. The company's product pipeline includes Sac-TMT, a novel TROP2 ADC positioned as a monotherapy and part of combination therapies for treating various advanced solid tumors; Trastuzumab botidotin, a monotherapy to treat advanced HER2+ solid tumors; SKB315, a novel CLDN18.2 ADC targeting advanced solid tumors; SKB410/MK-3120, a novel Nectin-4 ADC targeting advanced solid tumors; and SKB571/MK-2750, a novel bsADC primarily targeting various solid tumors, such as LC and CRC. The company also develops SKB518, SKB535/MK-6204 and SKB445, which are novel ADC drugs with potential FIC targets; SKB500 and SKB501, which are novel ADC drugs with verified targets but differentiated payload-linker strategies; SKB107, an RDC targeting tumor bone metastases; Tagitanlimab, PD-L1 mAb for its immunotherapy franchise; Cetuximab N01, a recombinant EGFR human-mouse chimeric mAb; A400, a novel selective RET inhibitor; and A296, a novel small molecule STING agonist. It has license and collaboration arrangements with Merck Sharp & Dohme LLC; Harbour BioMed Therapeutics Limited; Windward Bio AG; and Ellipses Pharma Limited. The company has a strategic partnership with Crescent Biopharma, Inc. The company was incorporated in 2016 and is headquartered in Chengdu, the People's Republic of China. Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. is a subsidiary of Sichuan Kelun Pharmaceutical Co., Ltd.
준비 중이 섹션은 작성 중입니다. 곧 다시 확인해 주세요.
준비 중이 섹션은 작성 중입니다. 곧 다시 확인해 주세요.
이 종목에 대한 리포트가 아직 해당 언어로 없습니다.