ADC(항체 약물 접합체) 이슈 분석, 리가켐바이오의 ADC 전략 | 애널리스트리포트 | 2025.7.15(화)
[애널리스트 리포트]진행 : 김홍주 아나운서
출연 : 서미화 선임연구위원 (혁신기업분석팀)
00:00 시작
00:22 오늘의 주제
00:50 빅파마 항암제 개발 현황
01:20 글로벌 ADC 시장 성장규모
01:35 ADC 구성 요소별 역할
02:35 ADC 관심 갖는 이유
03:15 1위 엔허투, 후발주자들의 전략
04:05 ADC 분야의 기회 요인
05:02 리가켐바이오의 전략_특허만료
06:15 리가켐바이오의 투자포인트_다양한 딜 전략
08:00 중국의 부상, 리가켐바이오 영향 점검
09:40 하반기 리가켐바이오 주요 이벤트
10:20 클로징
[리포트 보기▼]
Mirae Asset Minutes: 제약바이오 / 리가켐바이오(2025.07.07)
https://securities.miraeasset.com/bbs/download/2137122.pdf?attachmentId=2137122
리가켐바이오: 돋보이는 ADC 기업 (2025.05.23)
https://securities.miraeasset.com/bbs/download/2136420.pdf?attachmentId=2136420
리가켐바이오: 경쟁사의 악재, 리가켐에게 기회(2024.10.25)
https://securities.miraeasset.com/bbs/download/2131770.pdf?attachmentId=2131770
#미래에셋스마트머니 #미래에셋증권 #K바이오 #ADC #리가켐바이오 #항체약물접합체
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