Guojin Securities notes at the 2026 WCLC in Seoul Chinese innovative drugs
featured prominently: Akeso’s Yiwoxi showed head-to-head superiority to
pembrolizumab in first-line NSCLC; PD‑1/VEGF bispecifics are emerging as leaders
in IO 2.0; B7‑H3 ADCs advanced to plenary sessions and ADC programs are pushing
into frontline and perioperative use. Precision therapies targeting KRAS G12D,
HER2 and EGFR resistance also posted clinical progress. The research note
concludes Chinese bispecifics, ADCs and oligonucleotide candidates are globally
competitive with leading data and could catalyze a new wave of outbound
commercialization and sector valuation rerating.
