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Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.
① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.
【Brokerage Focus】The Pacific Securities initially rated Lepu Biopharma (02157) as "Buy", indicating that the ADC pipeline is about to enter a harvest period.
Jinwu Financial News | The Pacific Securities Research Reports indicate that Lepu Biopharma (02157) is focusing on precision matching for PD-1, creating a diverse and comprehensive combination of combination therapies: with a forward-looking layout around "PD-1 + ADC", the current EGFR ADC and HER2 ADC combined with PD-1 treatment schemes are in the phase II clinical stage; the clinical trials of oncolytic virus CG0070 combined with PD-1 for non-muscle invasive bladder cancer indications are in the preparation stage. The institution stated that Lepu Biopharma's Putri monoclonal antibody was commercialized in 2022 and is continuously expanding new indications through the combination with ADC.
The U.S. bioterrorism law has undergone significant changes, the CRO concept has launched a major counterattack, and WuXi AppTec is excited!
Industry pessimistic expectations may improve.
How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.
① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.
Lepu Biopharma Co., Ltd.'s (HKG:2157) Largest Shareholder, Top Key Executive Zhongjie Pu Sees Holdings Value Fall by 9.6% Following Recent Drop
Lepu Biopharma Renews Procurement Contract With Controlling Shareholder
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