AstraZeneca PLC

正文共： 2046字 3图预计阅读时间： 6分钟（图片来源：Pharma Dive）不久前，全球知名媒体Pharma Dive基于2024年年度销售额数据更新了全球Top50重磅药物名单，药时代团队对这份名单进行了较为系统、细致的梳理和有趣的分析。目前里面没有中国公司的产品，本来我们相信，用不了多久，中国公司的产品将榜上有名。可分析之后发现，原来中国公司已经具备上榜的实力了！现在开始逐步分享，希望对广大中国企业和朋友们有点滴参考价值。欢迎批评指正！多谢！销售额合计3718.5亿美元，平均每款74.37亿美元既然上面提到目前排行榜上没有中国药企及其产品，那么就要知道标准是什么，目前的差距有多大。50款重磅药物2024年的年度销售额合计3718.5亿美元，所以平均每款74.37亿美元，中位数59.15亿美元。全球年度销售额排行榜的最高是来自默沙东的新晋药王Keytruda（K药），为294.8亿美元，最低的是来自艾伯维的治疗慢性淋巴细胞白血病的小分子BCL-2抑制剂唯可来（维奈克拉），为25.8亿美元。所以，这份排行榜的门槛就是25.8亿美元。现在，我们基于搜索到的信息来看看中国药企的实力和上榜的可能性。百济神州研发的针对套细胞淋巴瘤（MCL）、慢性淋巴细胞白血病（CLL）等一系列适应症的BTK抑制剂泽布替尼（Zanubrutinib，商品名：Brukinsa）是首个在美国获批的中国抗癌药，凭借优于伊布替尼的疗效数据快速放量。根据2024年百济神州全年业绩公告，其核心产品泽布替尼（商品名百悦泽）的全球销售额为‌26.44亿美元‌（约合人民币188.59亿元），同比增长105%，占公司总营收的69.3%。如果采用26.44亿美元这个数据，那么百济神州的泽布替尼不仅可以上榜，而且可以位居第49名，取代阿斯利康的C5补体蛋白产品舒立瑞，因为后者2024年的销售额是25.9亿美元，这也意味着，艾伯维的唯可来（维奈克拉）将被挤出TOP50排行榜。百济神州的另一款重磅产品，治疗非小细胞肺癌、霍奇金淋巴瘤的PD-1抑制剂替雷利珠单抗（Tislelizumab，商品名：百泽安）通过与诺华合作拓展欧美市场，2024年全球销售额约6.21亿美元。另一款来自中国的PD-1抑制剂则是信达生物的信迪利单抗（Sintilimab，商品名：达伯舒）。信达负责大中华区市场，海外授权礼来共同开发，虽然美国上市受阻，但东南亚市场增长。2024年全球销售额：约5.26亿美元。有实力冲击排行榜的后备军包括：恒瑞医药的PD-1抑制剂卡瑞利珠单抗（Camrelizumab，商品名：艾瑞卡）获批的适应症主要包括肝癌、食管癌，面临的挑战包括国内集采降价压力，海外布局取得新进展很关键。复星医药的复必泰（mRNA新冠疫苗，与BioNTech合作），2024年全球销售额因疫情需求减少较2023年下降，市场主要在中国港澳台及东南亚地区。恒瑞医药的吡咯替尼（Pyrotinib，商品名：艾瑞妮），针对HER2阳性乳腺癌，是中国首个原创HER2靶向药，东南亚市场表现亮眼。康方生物的卡度尼利单抗（PD-1/CTLA-4双抗，AK104），作为全球首个PD-1/CTLA-4双抗，定价优势显著。信达生物的PCSK9抑制剂信必乐（IBI306），中国首个自主研发的PCSK9抑制剂，2023年8月获批上市，主打适应症高胆固醇血症，定价更低（年治疗费用约2万元人民币，仅为进口药的1/3）。中国新药全球化的挑战与机遇“不出海，就出局。要上榜，先出海！”现在，中国制药界已经达成以上共识。中国创新药全球化面临专利布局、市场竞争和政策环境的多重考验，加速海外临床和商业化进程仍是关键挑战；在PD-1、GLP-1、ADC、TCE等拥挤赛道中，差异化布局成为突破口。国内集采政策倒逼药企转向创新与国际化，而欧美市场之外其它国家和地区的准入则是下一步发展的核心。药时代将持续跟踪报道，欢迎广大朋友们关注、批评指正！参考资料：Pharma Dive官网38笔！596亿美元！跨国药企2025年重磅交易达成，中国公司贡献很大关税阴云下，大型药企并购热情不减，哪些中国药企可能被收购？2024年制药行业并购TOP1028.4亿美元！4月中国创新药出海汇总其它公开资料图片来源：微信订阅号AI38笔！596亿美元！跨国药企2025年重磅交易达成，中国公司贡献很大2025-05-02【直击现场】「星起点」宣讲会直播：50万资金+专家辅导，寻找下一个代谢病创新药突破者！2025-04-30百济神州索托克拉冲刺上市，引领BCL2抑制剂新纪元！2025-04-30版权声明/免责声明本文为原创文章。本文仅作信息交流之目的，不提供任何商用、医用、投资用建议。文中图片、视频、字体、音乐等素材或为药时代购买的授权正版作品，或来自微信公共图片库，或取自公司官网/网络，部分素材根据CC0协议使用，版权归拥有者，药时代尽力注明来源。如有任何问题，请与我们联系。衷心感谢!药时代官方网站:www.drugtimes.cn联系方式:电话:13651980212微信:27674131邮箱:contact@drugtimes.cn点击这里，查看更多精彩!

正文共： 1348字 8图预计阅读时间： 4分钟诺华计划以8亿美元预付款收购位于圣地亚哥的生物科技公司Regulus Therapeutics，该公司专注于microRNA药物的研发。此次收购的核心资产是farabursen，这是一种针对与肾病相关的miR-17的候选药物，刚完成针对多囊肾病患者的1b期临床试验。收购Regulus的协议中，股东将获得每股7美元的现金，这一价格是周二收盘价的两倍多。此外，诺华还承诺，若达到某些未公开的审批标准，将额外支付每股7美元。Regulus成立于2007年，由Alnylam和Ionis联合创立，其技术灵感来源于《自然》杂志上一篇关于合成寡核苷酸抑制microRNA的论文。公司成立初期发展势头良好，曾与赛诺菲和阿斯利康等大型药企合作。然而，近年来研发遭遇连续失败，股价自2021年以来一直未能突破4美元。farabursen于2022年进入临床试验，针对的是研究人员认为与肾病相关的miR-17。目前，多囊肾病患者治疗选择有限，主要依赖托伐普坦等药物来延缓肾功能恶化。诺华在肾病领域的布局并非首次。2023年，诺华以30亿美元收购Chinook Therapeutics，获得了治疗IgA肾病的新药Venrafia。此外，诺华还计划扩展其已获批的IgA肾病药物Fabhalta的适应症，以覆盖更多肾病类型。诺华首席医疗官Shreeram Aradhye在领英上表示，此次收购加强了公司在肾病产品线上的实力，延续了在IgA肾病和补体3肾小球病治疗领域获批后的创新势头。诺华生物医学研究总裁Fiona Marshall此前向BioPharma Dive透露，公司一直在寻找有潜力的早期项目，并将多囊肾病视为肾病产品线的重点攻克目标。她强调，虽然内部研发项目很重要，但如果市场上有更优秀的项目，诺华也会果断收购。参考资料：Novartis to acquire Regulus Therapeutics and farabursen, an investigational microRNA inhibitor to treat ADPKD, the most common genetic cause of renal failureNovartis to acquire Regulus in deal for kidney disease drug其它公开资料图片来源：微信订阅号AI38笔！596亿美元！跨国药企2025年重磅交易达成，中国公司贡献很大2025-05-02【直击现场】「星起点」宣讲会直播：50万资金+专家辅导，寻找下一个代谢病创新药突破者！2025-04-30百济神州索托克拉冲刺上市，引领BCL2抑制剂新纪元！2025-04-30版权声明/免责声明本文为原创文章。本文仅作信息交流之目的，不提供任何商用、医用、投资用建议。文中图片、视频、字体、音乐等素材或为药时代购买的授权正版作品，或来自微信公共图片库，或取自公司官网/网络，部分素材根据CC0协议使用，版权归拥有者，药时代尽力注明来源。如有任何问题，请与我们联系。衷心感谢!药时代官方网站:www.drugtimes.cn联系方式:电话:13651980212微信:27674131邮箱:contact@drugtimes.cn点击这里，查看更多精彩!

The first shards of human data on in vivo CAR-T cell therapy look promising, based on recent separate reports from two biotech companies’ academic-led studies in China. Last week, a Chinese startup called Genocury became the second company to share initial clinical data on a CAR-T treatment that doesn’t require a patient’s cells to be extracted from their body. Genocury said that an advanced large B cell lymphoma patient went into complete remission after one month of in vivo CAR-T therapy, and has remained in remission for over three months. Notably, the in vivo CAR-T therapy does not require lymphodepletion, a course of chemotherapy that conventional CAR-T therapies require before treatment and that comes with toxicities. “This is good news for the field and demonstrates the increasing momentum around in vivo CAR-T approaches,” said University of Pennsylvania CAR-T pioneer Bruce Levine, who isn’t involved in Genocury’s studies but is a scientific founder of another in vivo CAR-T company called Capstan. Last week’s results follow Belgian startup EsoBiotec’s announcement in January that a multiple myeloma patient who received the lowest dose of its in vivo CAR-T therapy had no detectable cancer cells in their bone marrow at one month, without any significant adverse events during treatment. That patient also did not receive prior lymphodepletion. The data from both companies come from investigator-initiated studies in China, which biotech startups have been leveraging more frequently to quickly generate early clinical data on their experimental treatments. EsoBiotec is working with Pregene Biopharma which, like Genocury, is based in Shenzhen. In March, AstraZeneca announced plans to acquire EsoBiotec for $425 million, plus additional payments. At least five groups have begun clinical trials for in vivo CAR cell therapies. Aside from EsoBiotec and Genocury, Myeloid Therapeutics, Interius BioTherapeutics and Umoja Biopharma are all studying experimental in vivo cell therapies in patients. In conventional CAR-T therapy, a patient’s cells are extracted, engineered, and then reinfused — a complex, expensive process that can take weeks to months. The therapy, while transformative for certain blood cancers, comes with safety risks from the lymphodepletion before treatment and immune overreaction (cytokine release syndrome and ICANS) afterwards. And so far, comparatively less complex “off-the-shelf” treatments using donor cells have yet to take off. Makers of in vivo cell therapy hope that their treatments can become a different kind of “off-the-shelf” option. Their therapies deliver genetic material to turn the patient’s immune cells into cancer-fighting ones directly in the body. The companies are using different technologies to deliver their treatments and are also going after a range of diseases. The delivery technologies fall into two camps: viral and non-viral. Researchers have more concerns around the potential risks of a virus-based therapy, including of secondary cancer, but it’s an older and more proven approach. Non-viral delivery is newer and more challenging, and fewer companies have reached clinical studies. It is unclear based on Genocury’s disclosures whether it is using a viral or non-viral approach. A photo on its website mentions both viral and non-viral methods, and the company could not be reached for comment. EsoBiotec is developing a lentiviral-based cell therapy that goes after BCMA, a well-known target for multiple myeloma. Interius, which expects to report clinical data later this year, and Umoja are likewise studying lentiviral-based therapies. Umoja, like Genocury, is developing a CD19-targeted CAR-T therapy for blood cancer, and it plans to study the treatment in autoimmune disease as well. AbbVie has an option to license that therapy, and in January the startup raised $100 million to jumpstart its clinical studies. Interius’ therapy targets another immune cell protein called CD20, and it’s studying its B cell cancer therapy in both Australia and Germany. The Philadelphia biotech’s therapy is meant to make both ​​CAR-T and NK cells directly in the body. On the other hand, Sid Mukherjee’s startup Myeloid is using mRNA delivered non-virally. It uses fatty acid envelopes called lipid nanoparticles — similar to what’s used in the Covid vaccines. However, as its name suggests, it’s targeting a type of immune cell called myeloid cells. It has two programs in the clinic going after solid tumors — an area of cancer that conventional CAR-T therapies have yet to crack.