PR Newswire FDA ApprovalCodex · 实盘不做把握 5/10
北京时间·🕒 发布 19:30:00时区推断·⟳ 抓取 19:31:30·⚡ 决策 07-27 19:33:04 +1m34s·91.8 天前
科伦博泰首个双载荷ADC SKB565获NMPA临床试验通知书
SKB565获批进入临床是管线里程碑,但仍处于IND/早期临床阶段,尚无销售、授权金额或可量化近期现金流增量。
📄 原文PR Newswire FDA Approval↗ 原文
Kelun-Biotech Receives a Clinical Trial Notice for Its First Dual-payload ADC SKB565
CHENGDU, China, July 27, 2026 /PRNewswire/ -- Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the…
不做 科伦博泰生物-B(06990.HK)
SKB565只是早期IND获批,尚无临床数据、授权金额或商业化量级;公司ADC管线进展较频繁,短线新增edge不足,不做。
不做 科伦药业(002422.SZ)
母公司仅间接受益,早期管线价值需折算且对近期收入利润无直接增量;A股盘后明牌创新药进展不宜追高,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 科伦博泰公告SKB565获CDE/NMPA同意开展晚期实体瘤临床试验,是公司首个进入临床阶段的双载荷ADC。市场反应:发布时港股和A股均已收盘,无法连续成交。
- 中文财经媒体盘后转述科伦药业公告,确认子公司科伦博泰SKB565新药临床试验申请获批。
- 科伦博泰6990.HK当日收报513.5港元,涨0.10%,该收盘发生在PR发布前,不能视为已交易本条盘后催化。市场反应:6990.HK收盘+0.10%。
关键理由
- SKB565获批进入临床是管线里程碑,但仍处于IND/早期临床阶段,尚无销售、授权金额或可量化近期现金流增量。
- 科伦博泰已有多款ADC/创新药管线,类似IND获批属于高频研发进展,本次更像平台能力确认而非短周期业绩重估。
- 科伦药业只是控股母公司,新增资产价值需经科伦博泰权益折算,早期项目对母公司收入和市值的短期影响更弱。
主要风险
- 若后续披露SKB565关键靶点、海外授权或临床数据显著优于同类,需作为新催化重新评估。
- 港股6990.HK近一个月已从约392港元涨至513.5港元附近,创新药/ADC主题已有较高交易热度,盘后IND消息追高性价比不足。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-27 · 影响 weakens
本次公告只披露IND获批和临床前疗效/安全性描述,没有销售、授权、付款、适应症规模或近期商业化收入。
检索:Kelun Biotech SKB565 clinical trial notice commercial sales revenue 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-27 · 影响 weakens
6990.HK近一个月大幅上行后收于513.5港元附近,早期IND利好容易被视为ADC主题延续而非新一轮硬重估。
检索:6990.HK Kelun Biotech stock quote July 27 2026 price 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-27 · 影响 weakens
002422.SZ上一交易日收46.65元、跌9.15%,母公司层面近期波动大,早期子公司IND不足以抵消A股T+1和主题波动风险。
检索:科伦药业 002422 股价 2026 7 24 科伦博泰 ADC 原文 ↗
原文全文
展开原文 · 3,991 字
Kelun-Biotech Receives a Clinical Trial Notice for Its First Dual-payload ADC SKB565
CHENGDU, China, July 27, 2026 /PRNewswire/ -- Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK) today announced that it has received a clinical trial notice from the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) approving the Investigational New Drug (IND) application for its novel dual-payload ADC drug, SKB565, for the treatment of advanced solid tumors. This marks the Company's first dual-payload ADC to enter the clinical stage.
SKB565 is developed using the Company's proprietary OptiDC™ platform. Featuring an innovative dual-payload design, SKB565 enables the direct delivery of toxins and immunomodulators, two kinds of payload with complementary mechanisms of action, to tumor tissue. Compared with conventional ADCs carrying only toxins, SKB565 has a dual antitumor mechanism: it precisely targets and kills tumors while activating the immune system within the tumor microenvironment to elicit an antitumor immune response, bringing enhanced and more durable antitumor efficacy. In preclinical studies, SKB565 demonstrated excellent antitumor activity and safety, with its outstanding therapeutic potential to support further clinical development.
Leveraging technological expertise and platform advantages in the ADC field, Kelun-Biotech has established a diversified pipeline of innovative molecules featuring high-value targets, differentiated designs, and global potential. Building on this foundation, the Company continues to advance its "ADC + IO" strategy—on one hand by actively exploring high-quality combination regimens, including multiple ongoing clinical studies evaluating ADCs in combination with PD-(L)1 monoclonal antibodies, as well as the PD-1/VEGF bispecific antibody SKB118 in combination with its proprietary ADC portfolio; on the other hand, the Company is advancing integrated drug design strategies by incorporating synergistic functional components into a single ADC molecule.
Dr. Michael Ge, CEO of Kelun-Biotech, said, " SKB565 is one of the core representative drugs of our integrated 'ADC + IO' strategy, leveraging the synergistic mechanism of its dual payloads to enhance efficacy and overcome drug resistance. Dual-payload ADCs are emerging as one of the key next-generation innovations in the ADC field. The advancement of SKB565 into clinical stage not only marks an important milestone in the achievements transformation of our technology platform, but also substantiates the continued deepening of our innovation capabilities in ADCs. We will actively advance the clinical development of novel drug conjugates such as SKB565, striving to deliver greater benefits to patients with cancer as soon as possible."
About Kelun-Biotech
Kelun-Biotech (6990.HK) is a holding subsidiary of Kelun Pharmaceutical, which focuses on the R&D, manufacturing, commercialization and global collaboration of innovative biological drugs and small molecule drugs. Kelun-Biotech focuses on major disease areas such as solid tumors, autoimmune, and metabolic diseases, and in establishing a globalized drug development and industrialization platform to address the unmet medical needs in China and the rest of world. Kelun-Biotech is committed to becoming a leading global enterprise in the field of innovative drugs. At present, Kelun-Biotech has more than 30 ongoing key innovative drug projects, of which 4 projects with 8 indications have been approved for marketing, 1 project is in the NDA stage and more than 10 projects are in the clinical stage. Kelun-Biotech has established one of the world's leading proprietary ADC and novel DC platforms, OptiDC™, and has 2 ADC projects with 5 indications approved for marketing, and multiple ADC and novel DC assets in clinical or preclinical research stage. For more information, please visit https://en.kelun-biotech.com/.
SOURCE Kelun-Biotech
CHENGDU, China, July 27, 2026 /PRNewswire/ -- Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech" or the "Company", 6990.HK) today announced that it has received a clinical trial notice from the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) approving the Investigational New Drug (IND) application for its novel dual-payload ADC drug, SKB565, for the treatment of advanced solid tumors. This marks the Company's first dual-payload ADC to enter the clinical stage.
SKB565 is developed using the Company's proprietary OptiDC™ platform. Featuring an innovative dual-payload design, SKB565 enables the direct delivery of toxins and immunomodulators, two kinds of payload with complementary mechanisms of action, to tumor tissue. Compared with conventional ADCs carrying only toxins, SKB565 has a dual antitumor mechanism: it precisely targets and kills tumors while activating the immune system within the tumor microenvironment to elicit an antitumor immune response, bringing enhanced and more durable antitumor efficacy. In preclinical studies, SKB565 demonstrated excellent antitumor activity and safety, with its outstanding therapeutic potential to support further clinical development.
Leveraging technological expertise and platform advantages in the ADC field, Kelun-Biotech has established a diversified pipeline of innovative molecules featuring high-value targets, differentiated designs, and global potential. Building on this foundation, the Company continues to advance its "ADC + IO" strategy—on one hand by actively exploring high-quality combination regimens, including multiple ongoing clinical studies evaluating ADCs in combination with PD-(L)1 monoclonal antibodies, as well as the PD-1/VEGF bispecific antibody SKB118 in combination with its proprietary ADC portfolio; on the other hand, the Company is advancing integrated drug design strategies by incorporating synergistic functional components into a single ADC molecule.
Dr. Michael Ge, CEO of Kelun-Biotech, said, " SKB565 is one of the core representative drugs of our integrated 'ADC + IO' strategy, leveraging the synergistic mechanism of its dual payloads to enhance efficacy and overcome drug resistance. Dual-payload ADCs are emerging as one of the key next-generation innovations in the ADC field. The advancement of SKB565 into clinical stage not only marks an important milestone in the achievements transformation of our technology platform, but also substantiates the continued deepening of our innovation capabilities in ADCs. We will actively advance the clinical development of novel drug conjugates such as SKB565, striving to deliver greater benefits to patients with cancer as soon as possible."
About Kelun-Biotech
Kelun-Biotech (6990.HK) is a holding subsidiary of Kelun Pharmaceutical, which focuses on the R&D, manufacturing, commercialization and global collaboration of innovative biological drugs and small molecule drugs. Kelun-Biotech focuses on major disease areas such as solid tumors, autoimmune, and metabolic diseases, and in establishing a globalized drug development and industrialization platform to address the unmet medical needs in China and the rest of world. Kelun-Biotech is committed to becoming a leading global enterprise in the field of innovative drugs. At present, Kelun-Biotech has more than 30 ongoing key innovative drug projects, of which 4 projects with 8 indications have been approved for marketing, 1 project is in the NDA stage and more than 10 projects are in the clinical stage. Kelun-Biotech has established one of the world's leading proprietary ADC and novel DC platforms, OptiDC™, and has 2 ADC projects with 5 indications approved for marketing, and multiple ADC and novel DC assets in clinical or preclinical research stage. For more information, please visit https://en.kelun-biotech.com/.
SOURCE Kelun-Biotech
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