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Sichuan Kelun-Biotech Biopharmaceutical (6990) investor relations material
Sichuan Kelun-Biotech Biopharmaceutical 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and R&D focus
Specializes in novel drug development for oncology, immunology, metabolism, and other diseases, leveraging a differentiated OptiDC drug-conjugate platform.
Operates over 30 pipeline programs, with four approved products and two at NDA stage, and expects further approvals and label expansions in 2026.
Employs around 2,000 staff, with significant investment in R&D, manufacturing, and commercialization.
Product pipeline and clinical progress
Four products approved in China, including TROP2 ADC (sac-TMT) and HER2-ADC, with multiple indications in breast, lung, and GI cancers.
Nine novel drug conjugates in clinical stage, including bispecific and radioisotope ADCs, targeting major oncology indications.
Five pivotal clinical studies for breast cancer, six for lung cancer, and one for GI cancer underway; several Phase 1/2 programs expected to advance.
Clinical data from six pivotal studies and multiple early-phase studies presented at major conferences and published in top journals.
Commercialization and partnerships
Three core products included in China's National Reimbursement Drug List (NRDL 2025), effective this month.
Strategic collaborations with MSD, Ellipses, Windward Bio, and Crescent Biopharma to expand global reach and pipeline value.
MSD is a major shareholder and partner, with 16 global Phase 3 studies ongoing for sac-TMT in various cancers.
Commercial team established with access to major hospitals and key opinion leaders, with plans for further expansion.
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