In today’s briefing:
- China’s Rising Role in Global ADC Partnership Wave – Opportunities and Risks Behind the Gold Rush
China’s Rising Role in Global ADC Partnership Wave – Opportunities and Risks Behind the Gold Rush
- If checking the hot ADC transactions in recent years, a very big portion of ADC varieties in global licensing deals are from Chinese pharmaceutical companies, which is actually very rare.
- While international buyers are “very generous” for ADC assets and MNC’s appetite would remain strong, they will immediately calm down and stop once they see any “potential risk” behind.
- For Chinese pharmaceutical companies, ADC license-out deal is more of a temporary catalyst. We suggest taking a rational view. ADC CDMO (e.g. WuXi XDC) could be a better investment option.
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