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 | 1311 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | PhilosophyNewsBusiness NewsSociety & Culture |
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Latest Episodes
科伦药业2024年研发投入强度为9.95%，虽然与恒瑞医药有较大差距，但通过子公司科伦博泰专注ADC领域，垂直深入形成了专业竞争壁垒。
科伦博泰专注于偶联化学、连接子优化、毒素筛选，集中资源打造能够持续产出ADC药物的专有技术平台。
石药集团在仿制药受集采冲击后，快速转向脂质体制剂、ADC、mRNA、生物类似药等创新度较高赛道。
在医疗器械领域，迈瑞医疗以40.08亿元的研发投入位居行业首位，占同期营业收入的10.91%，继续遵循公司制定的将营收10%左右持续投入研发的原则。
在研发投入结构上，... more
价值创造是指通过提供产品或服务，以及与之相关的商业活动，为顾客或其他利益相关者增加价值的过程。医药企业可概括为工业、商业、服务3类，为利益相关方提供药物制剂(化药、生物制品、中成药)、中间产品(原料药、中间体)、医疗器械(设备、耗材、IVD)、代理销售服务(CSO)、药物研产服务(CXO)、医疗服务等。
经过改革开放后四十多年的快速发展，常规药械产品已取得了较充分发展，经过国家及地方集采的洗礼，在成本竞争下渐趋格局相对稳定的存量市场。医药增量市场在于以创新药械满足尚未满足的临床需求，取得竞争优势... more
行业的风口退潮，真正决定企业命运的，是在不确定中的寻找确定性的能力。
政策的边界、资本的热度、市场的结构都在发生深刻重塑，医药行业正在从“增量时代”过渡到“存量竞争”。这种变化也让韧性成为新的竞争力——一种兼具修复力、适应力与再生力的系统能力。
这种能力不仅体现在账面业绩的稳定，更体现在结构上的自我调整：当创新从叙事走向兑现，企业的产品结构能否及时切换？当医保、集采和全球市场格局不断变动，商业模型能否重新配置？当供应链与研发链条面临风险，组织与管理是否具备自愈与重构的弹性？
2024年，医药供应... more
在中药注射剂企业尚未挣脱出退市、破产、收入骤减、亏损数亿的泥潭之时，一纸公告让关乎整个行业命运的“生死大考”，进入倒计时。
药监局的文件明确要求，药品上市许可持有人（MAH）作为责任主体，必须加快上市后研究和评价工作，对产品安全性、有效性、质量可控性进行全面验证；对不达标的品种鼓励主动注销，对证据不足的依法暂停生产、责令开展研究，对风险大于获益的直接注销批文。
新规几乎没有留下模糊地带。所有拥有《药品管理法》（2019年修订）实施前已上市的中药注射剂产品的企业，都必须对自身产品“研究与临床疗效相... 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 States2 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #48 | China/Society & Culture/Philosophy |
Apple Podcasts | #102 |  Hong Kong/Society & Culture/Philosophy |
Apple Podcasts | #155 |  Norway/Society & Culture/Philosophy |
Apple Podcasts | #223 |  Singapore/Society & Culture/Philosophy |
Apple Podcasts | #239 |  Taiwan/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 1311 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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