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 | 1337 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | PhilosophySociety & CultureBusiness NewsNews |
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Latest Episodes
中国创新药的BD历程，始终贯穿着对“价格”与“价值”的权衡与校准。在从“仿创”向“源头创新”转型、从“国内市场”向“全球竞争”突围的过程中，行业通过一次又一次“交学费”积累经验，完成能力蜕变。
2023年恒瑞医药那笔“中间商赚差价”交易，至今仍被行业反复复盘。
2023年8月，恒瑞医药将自免领域核心管线SHR-1905在大中华区以外的全球权益，授权给专注自免赛道的Biotech公司，获得2500万美元首付款及近期里程碑款，并有资格获得最高10.25亿美元的研发与销售里程碑付款。
然而不到半年，G... more
这是一种典型的NewCo出海模式：国内药企将核心管线授权给海外现成的上市平台（或新设立公司），引入国际资本与专业团队推进全球研发与商业化，自身通过现金对价+股权绑定的方式，分享资产长期增值收益。这种模式在2025年上半年尤为流行，既规避了自建海外团队的高成本，又能借助海外资本市场的融资能力加速管线推进。
此次股价暴跌，让荣昌生物与VOR再次陷入舆论漩涡，也让二级市场与产业界的BD价值认知偏差具象化。
股价暴跌前一日，VOR宣布以每股10美元的价格公开增发1000万股普通股，募集资金总额1亿美元。... more
“暴跌不一定是坏事！”产业视角与二级市场投资者的偏好，再次发生对撞。这次的争议焦点，是荣昌生物美股NewCo平台VOR（Vor Biopharma）：因高折价募资引发投资者“用脚投票”，公司股价单日暴跌47.66%，总市值蒸发超6000万美元，仅剩6731万美元。二级市场投资者在股票讨论频道宣泄不满，吐槽“折价幅度过高”；而医药产业的BD从业者，却从VOR此次募资中，看到了荣昌生物为推动核心产品泰它西普全球Ⅲ期临床“锁定资金确定性”的长期战略考量。要知道，一款创新药Ⅲ期临床单适应症平均耗资上亿美... more
在科伦的产品矩阵中，已完成研发、工艺优化及批量化生产的麦角硫因被推至战略前台。麦角硫因是一种从麦角真菌中分离出的稀有天然氨基酸衍生物，具有抗氧化和抗衰老特性，因能够清除体内的自由基，延缓细胞老化，而广泛应用在保健品或膳食补充剂中。
为了科伦的大健康战略，同时也为了展示对第四次创业“老骥伏枥，志在千里”的气魄，刘革新亲自下场，为科伦永年的产品代言，也为科伦的大健康战略代言。
在普遍偏向保守的医药界，一位身价百亿、拥有三家上市公司的董事长，以如此高调、张扬的方式在公众视野中亮相，在中国医药产业发展进... 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 States4 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #57 | China/Society & Culture/Philosophy |
Apple Podcasts | #82 |  Hong Kong/Society & Culture/Philosophy |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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谭勇品读医药风云 launched 2 years ago and published 1337 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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