谭勇品读医药风云
E药经理人读书谭勇品读医药风云
| Publishes | Daily | Episodes | 1373 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Business NewsPhilosophySociety & CultureNews |
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Latest Episodes
与此同时，另一家与查士利华业务高度类似的美国中型CRO机构也备受冲击。截至2024年12月31日的三个月，其非人灵长类动物相关产品和服务的收入减少了1350万美元。公司财报指出，公司业绩受到位于美国以外的供应商进口非人灵长类动物的不利影响，特别是从东南亚国家进口非人灵长类动物以及与这些供应商相关的法律问题。在此背景下，查士利华再度收购“猴厂”，无疑是其“解近忧，谋长远”的必要之举。早在2023年，查士利华已经通过持股获得一家毛里求斯的非人灵长类动物供应商90%的控股权。此次收购K.F.公司，是查... more
全球“抢猴”大战，一触即发。
近两年“实验猴”最高额收购交易诞生——全球CRO巨头查士利华宣布收购一家柬埔寨的实验猴供应商，交易总金额预计约为35.6亿人民币，是该公司继2023年收购毛里求斯一家“猴厂”后再下一城。
作为2024年全球CRO排名TOP7的巨头，查士利华的这一动作再度将医药界的目光聚焦于持续紧张的“猴市”。
众所周知，实验猴在药物研发中扮演着不可替代的角色，70%以上大分子药物都需要用猴做临床前试验，而小分子化学药也约有20%-30%会用到实验猴。然而，自2022年“柬埔寨事件”... more
能不能触底反弹，关键取决于创新药。恒瑞靠创新药转型“脱胎换骨”，但到目前为止，石药的转型之路还远未达到市场预期。
其实石药的战略眼光一向很独到，从前做仿制药、改良药瞄准的都是有市场潜力的品种，通过强营销、快速上量，打造了一个又一个大单品。这是一种典型的“市场驱动”模式，在这种战略导向下，石药的创新药布局也极具有前瞻性。
早在2018年，石药就干了这么几件大事：与尚健生物达成PD-1单抗项目合作；收购武汉友芝友生物39.56%股权，布局双抗；从天境生物引进依达格鲁肽，布局GLP-1。放在今天来看，... more
在仿创转型的前半场，石药集团的表现远未达到市场预期。迈入2026年，当年的“小弟”恒瑞早已转型成创新药企业标杆，石药还满身集采伤痕。2025年前三季度营收两位数下滑的冰冷数据，把传统业务的疲软态势，照得一清二楚。
如今，石药和恒瑞在投资人心中的差距已彻底拉开，一个港股市值站上5000亿高位，一个在1000亿徘徊。
然而，当市场对石药的集采冲击习以为常时，或许正是审视其反转潜力的最好时机。
一系列积极信号表明，如今的石药正在觉醒，重走恒瑞来时路：研发投入与恒瑞的差距急剧缩小；销售与研发费用的比例也... more
Reviews
- 一点小建议
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
Apple Podcasts3米粒不吃米
United States5 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #28 | China/Society & Culture/Philosophy |
Apple Podcasts | #104 |  Hong Kong/Society & Culture/Philosophy |
Apple Podcasts | #235 |  Japan/Society & Culture/Philosophy |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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| Interests | Professions | Age Range | |||
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谭勇品读医药风云 launched 2 years ago and published 1373 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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