康宁杰瑞制药-B差异化平台助力创新升级，双抗ADC管线未来可期

西部证券2025-12-30

核心结论康宁杰瑞成立于2015年，专注抗肿瘤领域生物创新药开发、生产和商业化。依托单域抗体、双特异性抗体、糖基定点偶联、连接子载荷、双载荷抗体偶联及大分子药物高浓度皮下制剂等核心技术平台，公司开发了兼具差异化优势和国际竞争力的创新管线，涵盖单域抗体、双抗及ADC等抗肿瘤创新药。安尼妥单抗注射液商业化在即，或为2L+HER2+GC潜在BIC治疗方案、为1L/新辅助HER2+BC患者提供更优临床选择。...

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