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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.
- TimeTickerHeadlineOpen
- 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income.
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