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 | 1500 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | PhilosophyNewsBusiness NewsSociety & Culture |
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Latest Episodes
过往开展供应链金融业务时，银行最大的风控难点在于核验真实性：医药流通企业的应收账款是否真实有效？货物是否完成配送？交易是否真实落地？仅依靠合同、发票、纸质单据，银行需要投入极高成本开展线下尽调。药品追溯码，则实现了交易链路的数字化穿透核验。今年6月，国药控股温州有限公司将对温州医科大学附属眼视光医院的应收账款转让给招商银行温州分行，成功获得921万元融资。这也是全国首笔依托药品追溯码落地的无追索权保理业务：银行直接买断应收账款，企业提前回笼资金；后续即便医院出现回款延迟问题，银行无权再向药企追索... more
药品追溯码正在打破医药商业公司“应收账款高企、回款周期漫长”的多年顽疾。
Wind数据显示，截至今年一季度，我国营收规模最大的医药流通上市龙头国药控股应收账款规模已达2206亿元，应收账款周转天数高达141天；同为头部企业的上海医药、九州通，应收账款、周转天数分别为911亿元、103天和374亿元、66天。
区域医药流通企业面临的经营压力更为突出。商务部《2024年药品流通行业运行统计分析报告》统计，针对全国630家药品批发企业开展典型调查，企业对医疗机构应收账款平均回款天数达到154天。
困境... more
2023年，罗氏花了27亿美元收购一家企业，拿下了一批代谢疾病资产。其中两款GLP-1/GIP双激动剂最受关注：其一是每日注射的CT-868，另一个是每周一次的CT-388。这一次被放弃的就是CT-868。
CT-868的临床试验并没有失败，反而在1型糖尿病合并肥胖的II期试验中拿到了积极数据，但罗氏决定放弃CT-868，不再继续推进这一每日给药方案，而是将研发资源集中投入另一款每周一次给药的CT-388。在罗氏管理层看来，CT-388同时覆盖肥胖和糖尿病两大市场，未来商业空间更广，也更符合公司... more
临床试验成功，往往意味着药物安全性、有效性获得验证，也意味着距离上市只剩最后一步。
对于一家Biotech而言，这是多年研发投入最值得庆祝的时刻；对于一家跨国药企而言，这往往意味着一个未来的重磅产品即将诞生。
但是到了2026年，即使走到上市前的最后一步，只差临门一脚的管线依然有可能被打入“冷宫”。
就在数日前，赛诺菲与罗氏连续宣布的两项决定，让一款创新药的“成功”与否，被重新定义。
7月23日，罗氏宣布终止一款GLP-1/GIP双激动剂CT-868的后续开发，而这款药在1型糖尿病的II期试验里... 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 Statesa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #41 | China/Society & Culture/Philosophy |
Apple Podcasts | #84 |  Singapore/Society & Culture/Philosophy |
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| Interests | Professions | Age Range | |||
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