HPV疫苗接种存在两种错位：最佳预防效果人群接种率最差，受宫颈癌影响更大的西部地区多省疫苗覆盖率垫底。研究呼吁，将HPV疫苗纳入国家免疫规划

集采影响进一步出清、创新药销售增长、持续控费，2023年实现营收228.20亿元。恒瑞医药2023年及今年第一季度，归母净利润均实现了10%的增长

4月8日—12日，A股医药板块累计下跌3%，再度跑输大盘

2023年，GSK与国内疫苗企业智飞生物就其重组带状疱疹疫苗达成代理合作，也与中国药企进行了多项大额许可协议交易

论坛2024年年会由开幕式、专题研讨会、闭门研讨会等环节组成

研究认为，儿童联合疫苗的应用对于大幅降低接种剂次数至关重要，不仅为未来国家免疫规划扩容腾出“排苗”空间，更可提高幼儿接种依从性、降低照护者时间成本，并显著节省社会整体成本

• In 2023, China's innovative drugs achieved a "net export" in transactions, with disclosed overseas licensing deals surpassing $45 billion. The investment in the pharmaceutical sector has been declining for over two years, with domestic IPOs slowing down further in 2023.
• Chinese innovative drug companies are engaging in significant overseas transactions as a strategy to gain valuable cash flow during industry downturns and to validate their products through partnerships with established multinational pharmaceutical companies or leaders in specific segments.
• Despite the enthusiasm for overseas transactions involving Chinese innovative drugs, concerns remain about the future negotiation power of Chinese companies in these deals and whether this trend can help rejuvenate the industry amidst a challenging financing environment and market uncertainties.

• In 2023, Chinese innovative pharmaceutical companies achieved a "net export" in drug transactions, with disclosed overseas licensing deals surpassing $45 billion. Despite the financing "winter" in the pharma industry and a slowdown in domestic IPOs, these transactions signify a positive development for Chinese pharma companies, providing crucial cash flow during industry downturns and validating their global participation.
• High-profile deals include Baiji Shenzhou's agreement with Bristol Myers Squibb potentially worth up to $8.4 billion for a dual-antibody ADC project, highlighting the shift towards innovative drugs and international market penetration. Additionally, AstraZeneca's acquisition of Conch Biotech for $1.2 billion marks significant foreign interest in Chinese biotech firms.
• The surge in outbound transactions from China is seen as both an opportunity for cash-strapped Chinese biotech firms to secure funding and a strategic move by global pharmaceutical giants to diversify their portfolios with innovative assets at competitive prices. This trend underscores the growing recognition of Chinese innovation on the global stage but also raises questions about valuation and negotiation power for future deals.

【本文系数据通用户提前专享】跨国药企购买中国创新药升温

跨国药企购买中国创新药升温

欧洲股市收盘持稳，诺和诺德和葛兰素史克的财报利好被美国科技股的下跌和围绕美联储会议的不确定性所抵消

此前默沙东、罗氏等跨国药企也有AKT抑制剂管线，但均因为其特有毒性与疗效不显著而终止研发

面对进口九价HPV疫苗扩龄及快速放量，叠加低价次赛道竞争激烈，万泰生物二价HPV疫苗压力不小，市场聚焦国产九价HPV疫苗上市进程

呼吸道合胞病毒（RSV）是今冬呼吸道疾病流行病原之一，获批产品可降低新生儿和婴幼儿的相关就诊和住院率。企业尚未公布定价，但参照其他疾病如新冠，单抗的成本与定价通常远高于疫苗

12月18日—22日，A股医药板块累计下跌2.43%，继续跑输大盘，行业超九成个股周线飘绿

2022年疟疾发病数大幅增加，为全球防控工作投下阴影。投资不足和气候变化是严峻挑战

基于业绩大滑坡的压力以及不断传出的裁员风声，外界对此番辉瑞PCV13国内市场战略调整猜测重重。辉瑞发言人Trupti Wagh表示，此次沛儿13的合作与公司的任何其他举措或商业决策无关

国外两款“新冠+流感”疫苗已披露早期积极数据；从呼吸道病毒到肿瘤，借新冠疫情一鸣惊人的mRNA疫苗掀起新一轮研发热潮。在上一轮竞赛中有得有失的中国创新药企，这回前景如何？

【本文系数据通用户提前专享】融资、挣钱、省钱，中国创新药企业面对连续第三个冬天

融资、挣钱、省钱，中国创新药企业面对连续第三个冬天