谭勇品读医药风云
Publishes | Daily | Episodes | 1302 | Founded | 2 years ago |
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Language | Number of Listeners | Categories | PhilosophyNewsBusiness NewsSociety & Culture |
天方药业“硬刚”专利挑战的判决震动整个生发行业——不仅首次打破了国际大厂对中国脱发用药市场的专利封锁,也让国产仿制药首次以三分之一价格走入患者视野。
这不只是一家药企的胜利,而是一个新市场秩序的起点。
就在同时期,米诺地尔酊剂也逐步获得广泛认知,联合用药开始进入大众科普,“内服非那雄胺1mg+外用米诺地尔”成为治疗脱发的主流方案。
公开数据显示,该组合有效率高达85%,被视为生发市场“药品派”阵营的底层逻辑。
此后十余年,中国的生发市场从营销驱动转向临床循证,从无序竞争转向科学化、数据化。
最新... more
头顶上的生意,正在成为头等大赛道,这说的就是当下的医药生发市场。它不再只是外貌焦虑的出口,还连接着慢病管理、情绪健康、以及个人生活方式管理的长期价值。
数据显示,中国毛发健康相关市场规模已从2023年的795.5亿元迈向2028年预计突破1165亿元的增长曲线,增速可与糖尿病、高血脂等慢病赛道比肩。流量平台、社交媒体、电商零售的持续渗透,也让这一曾经隐秘的焦虑,成为公共健康议题的一部分。
这场繁荣的背后,市场热度迅速升高,尤其以米诺地尔为代表的外用药品在近5年迎来全面爆发。电商渠道打通可及性,短... more
除了默沙东,AZ其实早有回撤意向。作为英国本土的制药巨头,AZ原本在2024年3月曾抛出总额约6.5亿英镑的在英投资规划,其中4.5亿英镑拟投向用于疫苗研发与生产基地,2亿英镑用于扩建剑桥全球总部周边设施,预计承载约千人规模的团队。
然而,不到一年时间后,风向就加速逆转:受政府资金收紧等因素影响,AZ的疫苗生产基地项目已在1月叫停;到了今年九月(上周五),剑桥总部的扩建项目也被宣布暂停。换言之,原定的6.5亿英镑增量投入在一年之内“清零”。
与此同时,礼来原计划在伦敦打造、投资约2.79亿英镑的... more
当默沙东按下英国10亿英镑业务扩张的暂停键、阿斯利康一年内两度“踩刹车”,而礼来、赛诺菲相继把在英项目调至“重新评估/暂缓”档位时,一个事实被推上台前:英国市场似乎正在被跨国药企“减码”。
背后的逻辑并不复杂。当英国NHS以返点比例水涨船高,来限制制药企业自由定价空间,然而相对应的投资-回报比例缺乏确定性、准入-放量机制难以保障,那么市场给出的唯一反馈就是,把钱投向商业回报更友好的地方,去价格路径更清晰、税收更有吸引、临床转化更快捷的市场。
当然,这对于全球制药行业而言,同样值得镜鉴:若创新支付... more
主播内容很好,但普通话程度不易听懂。建议使用AI阅读或找个普通话标准的人播音
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #202 | |
Apple Podcasts | #60 | |
Apple Podcasts | #112 | |
Apple Podcasts | #212 | |
Apple Podcasts | #232 |
Listeners, social reach, demographics and more for this podcast.
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