1.全球首个宠物“延长寿命”适应症药物进入审批冲刺
美国Loyal公司研发的犬用延寿药LOY-002已进入FDA上市冲刺,有望成为全球首款获批的延长健康寿命药物。该药供10岁以上老年犬口服,通过改善代谢延缓衰老,已通过有效性和安全性审批,仅待生产质控,预计2026–2027年上市。该药物不仅开拓宠物抗衰市场,更具备里程碑意义:将为人类抗衰老药物建立 FDA 审批模板,犬类衰老机制研究数据可直接赋能人类抗衰研发,标志靶向衰老医学正式从理论走向临床应用。
Loyal's LOY‑002, for dogs over 10, is nearing FDA approval as the first drug to extend healthy lifespan. Having passed efficacy and safety reviews, it awaits quality control for a 2026–27 launch. Beyond pet anti‑aging, it may set a regulatory precedent for human drugs, leverage canine data for human research, and mark aging medicine’s shift from theory to clinic.
2. 突破!FOXA1让CHO细胞单抗产量提升约20%
2026年1月,《Biotechnology Journal》发表研究显示,在工业相关CHO细胞中提高先驱转录因子FOXA1表达,可增强常用EF1α和CMV启动子的转录活性。实验中,EF1α系统的单抗滴度提高约20%,细胞比生产率提高20%,增加约2.4 pg/细胞/天;CMV系统的细胞比生产率提高17%,且未见细胞增殖速率显著变化。机制研究提示,FOXA1可招募p300和SWI/SNF等表观遗传调控因子,改善启动子区域的染色质环境,为CHO细胞工程和抗体生产增效提供了新路径。
A study published in Biotechnology Journal in January 2026 showed that increasing the expression of the pioneer transcription factor FOXA1 in industrially relevant CHO cells enhanced the transcriptional activity of the commonly used EF1α and CMV promoters. In the experiments, monoclonal antibody titre in the EF1α system increased by approximately 20%, while cell-specific productivity rose by 20%, equivalent to an increase of about 2.4 pg/cell/day. In the CMV system, cell-specific productivity increased by 17%, with no significant change observed in the cell proliferation rate. Mechanistic studies suggest that FOXA1 can recruit epigenetic regulators such as p300 and SWI/SNF, improving the chromatin environment around promoter regions and providing a new approach to enhancing CHO-cell engineering and antibody production.
3. 全球首个偏向型GLP-1减重药获批
3月6日,辉瑞中国宣布,国家药监局批准埃诺格鲁肽注射液(先维盈)用于成人超重/肥胖长期体重管理,该药为全球首个cAMP偏向型GLP-1减重药物。目前GLP-1减肥赛道已有诺和诺德、礼来等巨头,辉瑞加入加剧竞争,但该药系辉瑞通过BD合作从中国创新药企引进,非自研管线。此举不仅凸显跨国药企对中国创新药研发能力的认可,也标志着中国本土源头创新正通过BD模式深度参与全球竞争,为国产创新药“借船出海”提供了新范本。
On March 6, Pfizer China announced NMPA approval of Ecnoglutide (Xianweiying) for chronic weight management in adults—the world’s first cAMP‑biased GLP‑1 drug for obesity. While Pfizer joins Novo Nordisk and Eli Lilly in this competitive space, the drug was in‑licensed from a Chinese biotech via BD, not developed in‑house. This underscores multinationals’ recognition of China’s innovative R&D and offers a new model for Chinese homegrown drugs to go global through partnerships.
4. 中国首个自主研发核药上市
国家药监局批准锝[99mTc]佩昔瑞特加肽注射液及配套注射用药盒上市。该药为我国首个完全自主研发的放射性1类创新药,也是全球首款靶向整合素αvβ3的放射性核素偶联药物(RDC)和首个用于SPECT显像的广谱肿瘤显像剂,由广东佛山瑞迪奥医药有限公司研制。此次获批填补国内核药原创空白,打破国外近30年技术主导,标志着中国核药创新跻身全球第一梯队。
The National Medical Products Administration (NMPA) has approved the marketing of Technetium [99mTc] Pexireptide Plus Peptide Injection and its accompanying preparation kit. This drug is China's first independently developed Class 1 innovative radiopharmaceutical, the world's first radionuclide drug conjugate (RDC) targeting integrin αvβ3, and the first broad-spectrum tumor imaging agent for SPECT imaging. Developed by Guangdong Foshan Ruidiao Pharmaceutical Co., Ltd., its approval fills the gap in domestic original nuclear medicine, breaks nearly 30 years of foreign technological dominance, and marks China's entry into the global first tier of nuclear medicine innovation.
5. 2.94亿加元加码多伦多AI中心!赛诺菲全面提速AI制药
5月4日,赛诺菲宣布投资2.94亿加元扩建位于多伦多的全球人工智能卓越中心。项目预计新增50个AI和机器学习高技能岗位,并在2022年以来已形成的150余人数字化团队基础上继续扩容;安大略投资基金将提供最高500万加元的附条件资助。新团队将面向药物发现、临床试验、生产制造、药物警戒和业务运营开发并部署AI工具,进一步缩短创新药和疫苗从研发到交付的周期。
On May 4, Sanofi announced an investment of CAD 294 million to expand its Global Artificial Intelligence Centre of Excellence in Toronto. The project is expected to create 50 highly skilled jobs in AI and machine learning and further enlarge the digital team of more than 150 people built since 2022. Invest Ontario will provide up to CAD 5 million in conditional funding. The expanded team will develop and deploy AI tools across drug discovery, clinical trials, manufacturing, pharmacovigilance, and business operations, further shortening the journey of innovative medicines and vaccines from research and development to delivery.
6. 正大天晴牵手GSK,乙肝功能性治愈候选药加速入华
5月11日,中国生物制药旗下正大天晴与GSK就反义寡核苷酸药物Bepirovirsen达成中国内地独家战略合作。该药通过靶向HBV RNA,降低病毒DNA及乙肝表面抗原水平,并尝试恢复免疫控制;其中国上市申请已提交国家药监局药审中心并纳入优先审评。根据协议,正大天晴负责进口、分销、医院准入和市场推广,GSK继续担任上市许可持有人,负责注册、质量、药物警戒及全球医学策略。随后公布的Ⅲ期数据中,6个月疗程在目标人群中的功能性治愈率为19%,但产品仍需完成监管审批。
On May 11, Chia Tai Tianqing, a subsidiary of Sino Biopharmaceutical, entered an exclusive strategic partnership with GSK in mainland China for the antisense oligonucleotide drug bepirovirsen. By targeting HBV RNA, the drug reduces viral DNA and hepatitis B surface antigen levels and aims to restore immune control. Its Chinese marketing application has been submitted to the NMPA Center for Drug Evaluation and granted priority review. Under the agreement, Chia Tai Tianqing will be responsible for importation, distribution, hospital access, and marketing, while GSK will remain the marketing authorization holder and retain responsibility for registration, quality, pharmacovigilance, and global medical strategy. Subsequently released Phase III data showed a 19% functional cure rate after a six-month course of treatment in the target population, although the product still requires regulatory approval.
7. 重磅!BMS与恒瑞达成总潜在价值152亿美元合作,13个项目双向授权
5月12日,百时美施贵宝(BMS)与恒瑞医药宣布达成全球战略合作及许可协议,覆盖肿瘤、血液和免疫领域13个早期项目,包括恒瑞4个肿瘤或血液资产、BMS 4个免疫资产,以及双方共同发现和开发的5个项目。BMS将获得恒瑞相关资产在中国内地、香港和澳门以外的全球权利,恒瑞则获得BMS相关资产在上述中国区域的独家权利。BMS将支付6亿美元首付款及最高3.5亿美元周年付款;若期权、研发、注册和商业化里程碑全部实现,合作总潜在价值约152亿美元。
On May 12, Bristol Myers Squibb (BMS) and Hengrui Pharmaceuticals announced a global strategic collaboration and licensing agreement covering 13 early-stage programmes in oncology, haematology, and immunology. These include four oncology or haematology assets from Hengrui, four immunology assets from BMS, and five programmes to be jointly discovered and developed. BMS will obtain global rights to the relevant Hengrui assets outside mainland China, Hong Kong, and Macao, while Hengrui will receive exclusive rights to the relevant BMS assets within those Chinese territories. BMS will pay USD 600 million upfront and up to USD 350 million in annual payments. If all option, research and development, regulatory, and commercial milestones are achieved, the collaboration could have a total potential value of approximately USD 15.2 billion.
8. 投资3亿美元,百济神州(现BeOne Medicines)在美扩建生产基地
7月23日,百济神州(现BeOne Medicines)宣布追加3亿美元,扩建位于美国新泽西州霍普韦尔的Princeton West Innovation Campus。项目将在现有生物制品生产和临床研发能力基础上新增小分子药物制造产能,使公司在美国制造领域的累计投资超过10亿美元,并预计新增约120个全职岗位。此次扩建将服务其超过35个临床及商业化阶段肿瘤资产,进一步完善全球研发与供应链布局。
On July 23, BeiGene, now known as BeOne Medicines, announced an additional investment of USD 300 million to expand the Princeton West Innovation Campus in Hopewell, New Jersey. Building on the site's existing biologics manufacturing and clinical research capabilities, the project will add small-molecule drug manufacturing capacity, bringing the company's cumulative investment in US manufacturing to more than USD 1 billion. It is also expected to create approximately 120 full-time jobs. The expansion will support more than 35 oncology assets in clinical development or commercialization and further strengthen the company's global research, development, and supply-chain network.
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供稿 | 夏润程、严子涵
编辑|姚映竹
审核|朱苏静、滕昕辰、夏心蕾、孙昊明