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 | 1457 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | NewsBusiness NewsPhilosophySociety & Culture |
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Latest Episodes
随着3万元入刑标准落地、《医药代表管理办法》施行、多地放出风声开展倒查五年不合规行为，药品购销领域的合规压力持续升温，外界对药企“高销售费用率”的讨论也随之冲上风口。5月22日收盘后，君实生物披露上交所年报问询函，直指其42.15%销售费用占比是否合理，将这家知名创新药企推至舆论中心。截至5月27日，君实生物A股已连续四日下跌，市值蒸发近40亿元。
落在君实生物身上的这粒“沙子”，事实上，折射的是整个行业尚未弥合的认知缺口：创新药在商业化导入期，销售费用究竟应处在何种水平？产业、监管、资本市场三... more
昂利康未来在哪里？要回答这个问题，首先需要找到合适的坐标。基于业务模式、收入规模和转型阶段，昂利康的可比企业可分为两类：一类是“原料药+制剂”一体化的同行，另一类是同样走“原料药转创新药”路线的转型代表。其中，华海药业和博瑞医药是最具对照价值的两个样本。三家企业的共同起点是都具备“原料药-制剂”全产业链优势，但在具体的转型路径上，它们走出了截然不同的节奏，华海是渐进式领跑者，博瑞是高举高打的创新探路者，昂利康则是稳健的起步者。先看华海药业。华海是三者中体量最大、业务最成熟的企业。华海走的是“高端... more
好在，ALK-N001的启动标志着昂利康正式从“仿制药企”跨入“创新药企”的门槛。
进入2025年，昂利康再度加码，以1.5亿元首付款加最高6.2亿元里程碑付款引进第二个创新药品种，靶向CD47的肿瘤微环境激活抗体，进一步丰富了创新药管线厚度。CD47靶点虽然是热门，但全球范围内安全性问题频出，多个项目折戟，昂利康能否在这个“明星靶点”上做出差异化，还需要打一个问号。
更重要的是，公司在2025年10月的机构调研中明确表示：经过2-3年的高强度研发投入，前期规划的仿制药项目已陆续进入产出阶段，从... more
在众多药企中，昂利康的独特之处在于其构建了从中间体、原料药到成品制剂的全产业链配套体系，几组数据足以说明其市场地位：其开发的头孢克洛缓释片为国内首家通过仿制药一致性评价，在国内市场占有率第一；
是全球最大的α-酮酸原料药生产基地，产品质量达到国际标准，并与世界五百强企业德国费森尤斯公司达成战略合作关系，同时其研发的复方α-酮酸片已获得国家药品监督管理局药品上市注册批件，预计年销售额超6亿元；
是国内钙拮抗剂类抗高血压药物的主要生产企业之一，以苯磺酸左氨氯地平片为代表的心血管类药物，已经占据细分市... more
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- 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 States10 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #203 |  United Kingdom/Society & Culture/Philosophy |
Apple Podcasts | #44 |  Singapore/Society & Culture/Philosophy |
Apple Podcasts | #76 | China/Society & Culture/Philosophy |
Apple Podcasts | #228 |  Hong Kong/Society & Culture/Philosophy |
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| Listeners per Episode | Gender Skew | Location | |||
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How many episodes of 谭勇品读医药风云 are there?
谭勇品读医药风云 launched 2 years ago and published 1457 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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