中信证券：RDC改变前列腺癌诊疗范式，开启百亿蓝海新赛道

Core Viewpoint - The innovative nuclear drug RDC is expected to address unmet clinical needs in prostate cancer diagnosis and treatment, potentially transforming the treatment paradigm and improving patient compliance and survival rates [1] Industry Summary - Currently, there are no RDC products available in China, indicating a blue ocean market opportunity [1] - Overseas prostate cancer RDC products were launched in 2021, with the market projected to approach $3 billion by 2024, demonstrating significant commercial value [1] - The Chinese prostate cancer RDC market is anticipated to replicate the overseas development path, with expectations to exceed 10 billion yuan in the future, indicating rapid growth [1] Key Industry Factors - Key factors in the industry include radionuclides, ligand molecular forms, and production and distribution capabilities [1] - Companies with advantages in these areas are recommended for attention [1]