Suzetrigine

> 2026年6月17日，由四川日报报业集团指导、封面新闻与华西都市报主办的2025四川十大经济影响力人物活动在成都举行。这场被称为四川经济界“奥斯卡”的活动中，生物医药领域企业的创新实践成为核心观察维度，多家药企集中披露创新药研发、出海及惠民布局的最新进展。 ## 百利天恒：全球临床布局加速 冲刺跨国药企 百利天恒董事长朱义在活动分享环节披露，其核心产品iza-bren在2026年ASCO大会入选LBA重磅环节，是**全球首个在三阴性乳腺癌Ⅲ期研究中取得PFS/OS双阳性的双抗ADC**。  - 三阴性乳腺癌组mPFS 8.5个月，较化疗组延长5.4个月，降低71%疾病进展风险 - 食管鳞癌组mOS 9.79个月，客观缓解率为化疗组近3倍 截至目前，百利天恒已有6款管线在美国开展临床，2款进入全球Ⅲ期，预计2026年底将达8个全球Ⅲ期项目，目标2030年前后成为入门级跨国药企。 ## 海博为：镇痛新药瞄准全球第一梯队 推亲民定价 海博为负责人李英富在活动访谈中表示，其**Nav1.8类镇痛创新药**已进入全球第一梯队，对标Vertex的VX-548，在安全性、给药频次上具备差异化优势。 该药物可替代或减少阿片类镇痛药使用，避免头晕、便秘等副作用；国内定价瞄准术后两天镇痛费用与现有方案相当（100-200元），计划通过海外市场收益反哺国内惠民定价。 ## 海思科：一日双获国际突破 创新转型见效 海思科近期实现两项国际化里程碑：自主研发环泊酚注射液获美国FDA批准上市，全资子公司与礼来签署最高**30.54亿美元**的授权合作协议。2025年其研发投入占营收比例达24.72%，4款已上市创新药收入同比增长超50%，从传统药企向创新平台的转型成效显现。 ## 产业生态：天府国际生物城筑牢创新底座 作为成都生物医药核心承载地，天府国际生物城截至2025年底已汇聚**超500家生物医药企业**，形成从源头创新到出海的全闭环体系。2025年成都医药健康产业规模破4000亿元，近3年新药出海交易额累计约260亿美元，康诺亚等企业的国际合作成为行业标杆。 整体来看，四川创新药领域正在形成“全球创新突破+本土定价惠民”的独特路径，既锚定国际前沿赛道，又兼顾国内患者可及性，成为四川经济高质量发展的核心动能之一。

The rapid-fire pace of Eli Lilly's dealmaking continued Tuesday when the US pharma spent an undisclosed amount to acquire 4E Therapeutics and its pipeline of oral MNK inhibitors. The biotech is at least the second Lilly has bought with a focus on non-opioid pain solutions.4E's lead candidate is 4ET1103, which targets the MNK-eIF4E signalling pathway in peripheral sensory neurons. According to the company, MNK-mediated phosphorylation of eIF4E causes increased gene expression, which in turn amplifies pain signal creation. By inhibiting MNK, the asset is designed to stop the flow of peripherally generated pain signals to the brain, where pain perception occurs.The experimental treatment — the first MNK inhibitor developed specifically to treat pain to reach in-human studies — has completed a Phase I trial, demonstrating a "favourable" safety profile. "Seeing this science — years of research into the molecular events that cause pain to become chronic — advance from basic research to clinical development and now to Lilly's pipeline, provides excitement for the opportunity to accelerate new therapies to patients living with chronic pain," said Theodore Price, 4E co-founder, in a company release. He's also the director of the Center for Advanced Pain Studies at The University of Texas at Dallas.Padding the pain portfolioLilly's takeout of 4E comes about a year after it picked up SiteOne Therapeutics and its non-opioid pipeline — though with a different approach to treating pain than the latest acquisition.Through the buyout, Lilly gained SiteOne's lead candidate STC-004, a NaV1.8 sodium channel blocker similar to Vertex Pharmaceuticals' Journavx (suzetrigine), which last year became the first non-opioid pain treatment greenlit by the FDA in more than two decades (see – Spotlight On: Lilly could ride in Vertex's slipstream to put opioids in rear view mirror).Despite the historic approval, however, Vertex has struggled to break into chronic pain settings (see – Spotlight On: Despite setbacks, Vertex keeps its eyes on the chronic pain prize).And, up until Tuesday's deal, most players in the non-opioid space following Journavx's approval have also been operating in the sodium channel inhibitor space (see – Spotlight On: NaV-igating the next non-opioid agents for pain). With a differentiated mechanism — and now validation from Lilly — 4E's pain portfolio could inject new excitement into a disease area in need of refresh.M&A menagerieThe acquisition is also the latest example of Lilly casting a wide M&A net with its obesity cash for early and/or high risk assets. The drugmaker is currently the most active dealmaker in major pharma, having struck 12 deals in the first quarter alone. However, it is certainly not spending the most, with companies like Merck & Co., Sanofi and Novo Nordisk splashing out billions on comparatively late-stage assets as they face down nearer-term patent problems (see – Vital Signs: Eli Lilly's early-and-often deal strategy moves in on Kelonia).The addition of 4E adds pain to Lilly's areas of interest, joining developers of radiotherapy, gene therapy, RNAi, gene editing, molecular glues and vaccines who recently caught the pharma's eye (see – Spotlight On: Lilly dives deeper into prevention — five key takeaways).