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 | 1413 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Business NewsPhilosophyNewsSociety & Culture |
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Latest Episodes
放眼行业，多数中国药企的短板清晰可见。国际多中心临床能力不足，全球临床试验仍高度依赖CRO，难以直接管理海外临床中心、把控入组节奏和质量。药政注册依赖外部，缺乏与FDA、EMA直接沟通的内生能力，注册策略往往受制于合作伙伴的优先级。全球商业化能力缺失，海外市场布局停留在授权层面，缺乏品牌影响力，难以形成可持续的海外收入结构……这些短板的存在，决定了大多数中国药企仍停留在“产品出海”阶段，而非真正意义上的“企业出海”。而要跨越这一门槛，需要的不是单个产品的爆款，而是一整套全球运营体系的系统性构建。... more
过去一年，是中国创新药企从“本土成长”迈向“全球竞争”的关键一年。当行业仍在探讨出海路径时，复宏汉霖已用扎实的业绩和战略布局给出了自己的答案。“营收66.666亿元，同比增长16.5%；净利润8.270亿元，连续第三年实现盈利；研发投入24.919亿元，同比增长35.4%。”在生物医药行业融资寒潮未退的当下，复宏汉霖交出的这份成绩单已属难得。但真正让投资者侧目的，是财报中的另外两组数字：研发投入前利润23.4亿元，同比净增约5亿元；海外产品收入超2亿元，同比增长超过100%。复宏汉霖执行董事、首... more
从先驱崩盘的废墟中回望，行业不禁质疑：LAG-3到底是在“渡劫”，还是真的走到了“终局”？
LAG-3的故事始于1990年法国的一家研究所。当时，还是年轻学者的特里贝尔正在研究活化T细胞表达的mRNA。1990年，他成功克隆了一个新的基因，并将其命名为LAG-3。也正因如此，特里贝尔后来被业界称为“LAG-3之父”。
在学术界沉淀了十年后，特里贝尔意识到要让LAG-3变成药，必须进入工业界。于是，他在法国成立了一家生物科技公司。但彼时的时代背景并不友好。彼时还是单抗产品初次爆发的年代，诸多宝藏机... more
PD-1 Plus赛道，又一先驱翻车。
从康方/Summit的PD-1/VEGF双抗头对头击败K药，到三生双抗合作辉瑞，创下当年新药BD首付款新纪录，再到荣昌与艾伯维达成56亿美元合作，过去几年，中国创新药正在用“PD-1+”管线不断敲开跨国药企的大门。这背后，不仅是谁能成为下一张抗肿瘤王牌，更是中国新药下一个大额BD交易最有潜力的诞生赛道。
其中，淋巴细胞活化基因-3（LAG-3）与PD-1联合就被视为最具“再造药王”潜力的赛道之一。中国药企也早已布局，信达、康方押注的双抗已推进至临床II期，... 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 States8 months ago
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Apple Podcasts | #55 | China/Society & Culture/Philosophy |
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