From Photovoltaics to Pharmaceuticals and Now Semiconductors: One of the Most Active Cross-Industry Companies in A-Shares

From Photovoltaics to Pharmaceuticals and Now Semiconductors: One of the Most Active Cross-Industry Companies in A-Shares

A listed company’s cross-industry transformation history is also a microcosm of China’s industrial changes.On September 22, Sunflower (300111.SZ) resumed trading and hit a 20% daily limit up. This company, once a photovoltaic enterprise and now a pharmaceutical company, has announced its entry into the semiconductor field, planning to acquire 100% equity of Xipu Materials.This marks … Read more

Summary and Reflections on the Application of Chemical Industry Technology 3 – ADC/XDC Conjugation (Pharmaceutical Industry)

Summary and Reflections on the Application of Chemical Industry Technology 3 - ADC/XDC Conjugation (Pharmaceutical Industry)

01 Technical Overview 1.1 What is ADC? ADC, short for Antibody-Drug Conjugate, can be understood as a “biological missile” or “Trojan horse”. Antibody: is the “guidance system” or “shell of the Trojan horse”. It can accurately identify and bind to specific antigens (targets) on the surface of cancer cells. Drug: is the “warhead” or “soldiers … Read more

The Life and Death of ADC: Technological Involution, Capital Gambling, and the ‘Sellout’ of China’s Biotech

The Life and Death of ADC: Technological Involution, Capital Gambling, and the 'Sellout' of China's Biotech

-Introduction– $43 billion shock and $8.4 billion inquiry In March 2023, a thunderous announcement shook the global pharmaceutical industry. Pfizer, a giant in the COVID-19 vaccine sector, declared it would acquire Seagen, the “pioneer” of antibody-drug conjugates (ADC), for a staggering $43 billion. This is not only the largest merger in the pharmaceutical sector since … Read more

The Rise of Chinese ADC Anti-Cancer Drugs: From “Imitation” to “Leading”, A New Hope for Global Patients

The Rise of Chinese ADC Anti-Cancer Drugs: From "Imitation" to "Leading", A New Hope for Global Patients

Click the blue text to follow meOn the battlefield against cancer, a new type of “weapon” is rising – the ADC (Antibody-Drug Conjugate) anti-cancer drug independently developed in China. The emergence of this drug has not only attracted the attention of the global pharmaceutical industry but has also given countless patients new hope. Why are … Read more