Global ADC Combination Race Peaks in 2026–2027, Compressing Binary Risk Across Three Continents
A wave of antibody-drug conjugate combination trials across the US and China is converging on a narrow 2026–2027 regulatory window. China's NMPA has already approved a fruquintinib-sintilimab combination for renal cell carcinoma, validating the global strategy. Portfolio managers holding multiple names in this cluster face correlated binary-event risk in the second half of 2026.
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