高盛:三生制药_2025 年中国医疗保健企业日 —— 关键要点
26 June 2025 | 12:32AM HKT 3SBio Inc. (1530.HK): China Healthcare Corporate Day 2025 — Key Takeaways: Prioritize licensing-out after landmark deal with Pfizer Presenters: Tony He - CFO Bottom line: management noted smooth execution on the SSGJ-707 deal while the initiation of global clinical trials needs to wait after deal closing. Assets with potential out-licensing opportunities include TL1A, BDCA2, multiple early-stage antibodies (dual-target or triple-target), and a pre-clinical candidate for weigh loss ...