Core Insights - The report emphasizes the significant role of phosphoramidite monomers in the small nucleic acid industry chain, highlighting their impact on the development of small nucleic acid drugs, which are considered promising candidates for treating various diseases due to their unique molecular structures and therapeutic mechanisms [1][6][10] - The report predicts robust growth in the demand for phosphoramidite monomers, with multinational pharmaceutical companies likely to benefit from this trend, as the global nucleotide market is projected to reach USD 730 million in 2023, with China being the largest production market [10][11] Section Summaries Phosphoramidite Monomer's Role - Phosphoramidite monomers are crucial raw materials for synthesizing small nucleic acid drugs, enhancing their stability and biological activity, and driving innovation in drug development [6][9] - The solid-phase phosphoramidite method is the mainstream technique for synthesizing oligonucleotides, which are a major cost component in nucleic acid drug production [9] Market Dynamics - The report notes that 90% of global nucleotides are used for nucleic acid drug production, with only about 10% allocated to health foods and agriculture [10] - The small nucleic acid drug market is primarily dependent on major multinational pharmaceutical companies, indicating potential benefits for companies within their supply chains [11] Investment Recommendations - The report suggests focusing on innovative drug companies such as Furuya Co., OncoOne, and others, as well as raw material suppliers like WuXi AppTec and others, indicating a diverse range of investment opportunities in the sector [10]

据悉，公司已开展普鲁苏拜单抗治疗多种实体瘤的全球开发计划，并采用普鲁苏拜单抗的适应性治疗设 计。在针对晚期实体瘤的单药治疗以及联合PD-1抑制剂治疗黑色素瘤、结直肠癌、神经内分泌癌及肝 细胞癌的临床试验中，均观察到积极的疗效及安全性数据。 消息面上，和铂医药公布，将于10月17至21日在德国柏林举办的2025年欧洲肿瘤内科学会(ESMO)年会 上，公布其新一代全人源仅重链抗CTLA-4抗体普鲁苏拜单抗(HBM4003)联合替雷利珠单抗治疗微卫星 稳定型(MSS)转移性结直肠癌(mCRC)的II期临床数据。 智通财经APP获悉，和铂医药-B(02142)尾盘涨超9%，截至发稿，涨8.95%，报10.35港元，成交额1.41亿 港元。 ...