本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。百济神州与信达生物,几乎有着相同的起点。在“创新药”概念尚不普及的2010年,百济神州与信达生物先后成立,共同聚焦于潜力无限的PD-1靶点。后续研发过程中,两家公司临床进展顺利,信迪利单抗(达伯舒)和替雷利珠单抗也均取得了商业化的成功。凭借PD-1预期,百济神州与信达生物均在2018年登陆港股市场,成为中国第一批受益于18A政策的...
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