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中信证券:创新核药RDC改变前列腺癌诊疗范式,开启百亿蓝海新赛道
Xin Lang Cai Jing·2025-08-29 00:48

Core Insights - The innovative nuclear drug RDC is expected to address the significant clinical unmet needs in prostate cancer diagnosis and treatment, such as high detection burdens and limited efficacy, thereby transforming the treatment paradigm and enhancing patient compliance and survival rates [1] - Currently, there are no RDC products available in the Chinese market, indicating a blue ocean opportunity. In contrast, overseas prostate cancer RDC products reached nearly $3 billion in market size by 2024, validating their substantial commercial value [1] - It is anticipated that China will replicate the development trajectory of the overseas prostate cancer RDC market, with projections indicating that the Chinese market could exceed 10 billion yuan in the future, showcasing rapid growth [1] - Key factors for success in this industry include the types of radionuclides, ligand molecular forms, and production and distribution capabilities, suggesting that companies with advantages in these areas should be closely monitored [1]