Sanofi

核心观点重点疫苗批签发情况：多联苗：2025Q1，四联苗无批签发，五联苗同比下滑，赛诺菲巴斯德五联苗批签发17批次(+0%)。肺炎疫苗：2025Q1，肺炎疫苗批累计签发23批次(-30%)，其中13价肺炎疫苗批签发19批次(+0%)，其中沃森生物9批次，民海生物6批次，辉瑞4批次。23价肺炎疫苗批签发4批次(-71%)。HPV疫苗：2025Q1批签发57批次(+63%)。其中双价HPV疫苗批签发42批次(+367%)，双价苗需求快速增长，全部来自于万泰生物 ；默沙东九价 HPV 疫苗批签发15批次(-38%)，需求下滑。带状疱疹疫苗：2025Q1，带状疱疹疫苗批签发6批次(-76%)，全部来自于GSK。流感疫苗：2025Q1，三价流感疫苗批签发28批次(+460%)；四价流感疫苗获批签发1批次(-67%)。轮状病毒疫苗：2025Q1轮状病毒疫苗批签发21批次(-46%)。脑膜炎疫苗：2025Q1脑膜炎疫苗批签发85批次(-34%)。其他主要疫苗品种批签发情况：人用狂犬疫苗：2025Q1批签发223批次(+37%)。水痘疫苗：2025Q1水痘疫苗批签发83批次(-2%)。Hib疫苗：2025Q1批签发7批次(-50%)。肠道病毒疫苗: 2025Q1，EV71疫苗批签发4批次(-69%)。总体情况：2025Q1，多数品种批签发有所下滑，部分品种回暖。其中，智飞生物代理默沙东四价HPV、九价HPV分别实现批签发0批次、15批次(-38%)；代理默沙东五价轮状病毒疫苗实现批签发11批次(-35%)；自研ACYW135群多糖疫苗实现批签发8批次(+100%)。民海生物(康泰生物)13价肺炎疫苗批签发6批次(-40%)，吸附无细胞百白破联合疫苗批签发2批次，百白破-Hib四联苗批签发0批次。华北制药金坦公司乙肝疫苗实现批签发26批次(-13%)。康华生物人二倍体细胞狂犬病疫苗批签发0批次，康希诺四价脑膜炎结合疫苗实现0批次。万泰生物二价HPV疫苗实现42批次(+740%)。欧林生物吸附破伤风疫苗实现批签发7批次(+250%)。百克生物水痘疫苗批签发33批次(+38%)；鼻喷流感疫苗实现批签发0批次，带状疱疹疫苗0批次。成大生物冻干人用狂犬病疫苗(Vero细胞)实现105批次(+110%)。主要标的：康希诺、康泰生物、欧林生物、百克生物、康华生物、华兰生物、金迪克、华北制药、智飞生物、万泰生物、成大生物等。风险提示：疫苗研发不及预期，政策变化风险，疫苗产品安全风险。识别微信二维码，可添加药时空小编请注明：姓名+研究方向！

今年年初，“AI+医药”火了一阵，英伟达创始人黄仁勋还把AI制药誉为“下一个黄金赛道”。目前，全球范围内还没有AI研发药物成功上市的案例，但资本不愿放过1%的机会。2024年，全球AI制药领域发生128笔融资，总金额达58亿美元。5月8日，英矽智能第三次递表港交所。根据招股书，该公司研发的Rentosertib是第一个由AI生成的已经完成二期临床的药物，很快将步入三期关键性临床。凭借这一先发优势，今年3月份，英矽智能完成了超1亿美元的E轮融资，由浦东创投、浦发集团、惠理集团联合领投，投后估值上升至13.3亿美元。跨越“死亡之谷”AI用于制药领域，最大的价值是节省开发费用。制药工业有一个著名的“反摩尔定律”，即每投入10亿美元上市的新药每9年向下翻一番。运用AI，可能会让药物研发创新更快、更经济。行业数据显示，从早期发现到成为临床前候选化合物，目前AI技术平台能够将时间从平均4.5年缩短至12个月。根据蛋壳研究院发布的《2024医疗人工智能报告》，2021年后由AI主导的创新药进入临床试验数量开始成倍增长，到2023年全球范围内AI药物管线数量已突破300个。 但一个颇为尴尬的事实是，截至目前AI做出来的药没一个上市的，甚至成功跨越II期的都极为少见。成立较早的几家海外头部AI制药公司都失败了：Relay公司进度领先的管线遭遇临床失利；Benevolent公司的核心管线临床II期失败后两次裁员；Recursion公司传出跟另一家头部企业Exscientia合并的消息，然后终止、搁置了4款药物的开发。英矽智能的Rentosertib，成为目前唯一跨越临床II期这一“死亡之谷”的AI药物。Rentosertib针对的适应症是特发性肺纤维化，这一领域已经超过十年没有新药上市。该药也是全球唯一围绕TNIK靶点开发的特发性肺纤维化药物，2024年8月在中国完成IIa期临床试验，10月公布了顶线数据。结果显示，与同适应症其他正在开发的药物相比，Rentosertib展现出持续的肺功能改善和良好的安全性。 英矽智能表示，此次IPO募集的资金将主要用于这款关键药物的临床研发，计划不久后在中国开展III期研究、在美国开展IIb/III期研究。盈利任重道远 英矽智能药物开发很顺利，但IPO之路并不顺利。2023年6月和2024年3月，英矽智能曾先后两次向港交所递表，都遭遇失败。失利的原因，可能是AI制药风险太大。港股已有一家AI制药企业晶泰科技，主要向其他药企提供研发服务。但英矽智能是完完全全的自主开发模式，公司管理层认为，“自研管线+license out”是目前确定性最高、投入产出比最高的商业模式。两者最大的不同是：英矽智能是“自己会什么就卖什么”，晶泰科技是“别人要什么就卖什么”。AI制药成功率本就极低，自己开发出来再找卖家，走通这个过程的难度之大可想而知。2022年、2023年及2024年，英矽智能分別与42名、51名及59名客戶就药物及其他发现进行合作，其中实际达成资产授权的仅四例，首付款收入约1.2亿美元。 2022年11月，英矽智能首次拿下跨国公司赛诺菲的大单，协议推进6个创新靶点的药物研发，总额达12亿美元，但两年半过去了，英矽智能仅收到其中三个靶点的1250万美元的首付款收入，仍未有后续推进合作的消息传出。招股书显示，2024年，英矽智能收入由2022年的3015万美元增长到8583万美元，净亏损0.17亿美元，同比收窄92%，有不断向好的迹象。 不过，英矽智能三年累计亏损已超4.5亿美元。截至2024年末，英矽智能负债净额和流动负债净额分别高达6.64亿美元和6.73亿美元，盈利线在非常遥远的迷雾笼罩的未来。撰稿 | 李傲编辑｜江芸 贾亭运营 | 晨曦插图 | 视觉中国声明：健识局原创内容，未经许可请勿转载内容如有问题，请邮件联系：jianshiju@boyamedia.com商务咨询：13288688512

A roundup of the most newsworthy healthcare press releases from PR Newswire this week, including the 2025-2026 Best OTC Medicine & Health Products, Lilly's collaboration expansion with Purdue University, and a breakthrough in gene editing. NEW YORK, May 16, 2025 /PRNewswire/ -- With thousands of press releases published each week, it can be difficult to keep up with everything on PR Newswire. To help healthcare journalists and consumers stay on top of the week's most newsworthy and popular releases, here's a recap of some major stories from the week that shouldn't be missed. The list below includes the headline (with a link to the full text) and an excerpt from each story. Click on the press release headlines to access accompanying multimedia assets that are available for download. Continue Reading PR Newswire Weekly Health Press Release Roundup, May 12-16, 2025. World's First Patient Treated with Personalized CRISPR Gene Editing Therapy at Children's Hospital of Philadelphia "We want each and every patient to have the potential to experience the same results we saw in this first patient, and we hope that other academic investigators will replicate this method for many rare diseases and give many patients a fair shot at living a healthy life," said Kiran Musunuru, MD, PhD, the Barry J. Gertz Professor for Translational Research in Penn's Perelman School of Medicine. $101M XPRIZE Healthspan Awards First Milestone Winners Driving Toward Revolutionary Healthy Aging Advances Launched in November 2023, the $101M XPRIZE Healthspan is the first health-focused competition of its kind, incentivizing teams to develop proactive, accessible therapeutic solutions that restore muscle, cognition, and immune function by a minimum of 10 years, with a goal of 20 years, in persons aged 50-80 years, in one year or less. U.S. News Announces the 2025-2026 Best OTC Medicine & Health Products The brands with the most No. 1 products among the 2025-2026 rankings are Nature Made (7), followed by CeraVe (6) and Neutrogena (5); the companies with the most No. 1 products are Haleon plc, followed by Kenvue Inc., Prestige Consumer Healthcare Inc., The Procter & Gamble Company and L'Oreal Usa, Inc. FDA Approves Teal Health's Teal Wand™--The First and Only At-Home Self-Collection Device for Cervical Cancer Screening, Introducing a Comfortable Alternative to In-Person Screening Women can now collect their own sample from the privacy of home, no speculum required, and mail it to a certified lab to be tested on the same test as the doctor's office, with the same accuracy. Pager Health and Protera Health Team Up to Expand Access to Value-Based, Virtual-First MSK Care Pager Health's omnichannel care navigation solution will rapidly identify members with potential MSK-related issues and connect them seamlessly to Protera Health's virtual MSK program. From there, members will be directed to in-home care, in-network physical therapy or orthopedic surgical consults as appropriate. Sanofi to invest at least $20 billion in the US through 2030, growing investments in science and expanding domestic manufacturing "Sanofi's 13,000 US-based employees are pioneering the research and development of first- and best-in-class medicines across numerous therapeutic areas. Our expected investments in the US will be substantial and will help ensure the production of key medicines in the US," said Paul Hudson, Sanofi Chief Executive Officer. In new SELECT trial analysis, early reduction in cardiovascular events was observed with Wegovy®, before clinically meaningful changes in body weight "For people with obesity and existing cardiovascular disease, preventing another heart attack or stroke is vitally important. Seeing this SELECT secondary data demonstrate that patients experienced MACE risk reduction within three months is remarkable," said Dr. Jason Brett, MD, Principal Medical Head at Novo Nordisk Inc. Lilly plans to expand Purdue University collaboration with up to a $250 million investment to accelerate pharmaceutical innovation The Lilly-Purdue 360 Initiative aims to achieve several key goals, including discovering and accelerating the delivery of medicines to patients; bridging the gap between laboratory discoveries and clinical applications; creating more resilient, efficient and sustainable supply chains; and deploying innovative, scalable approaches to workforce development. Guardian adds over 20 new and innovative benefits to its hospital indemnity insurance policy, designed to inspire well-being® Guardian's enhanced hospital indemnity insurance policy becomes one of the industry's most comprehensive offerings, going further to support workers' mental, physical, and financial well-being needs. As part of these additions, Guardian becomes the first carrier to include fertility health, family-building, and caregiving wellness solutions directly in hospital indemnity insurance. U.S. Drug Spending Up 10.2% in 2024, with Weight Loss Drugs Remaining Top Driver Clinic drug spending rose sharply — up 14.4% to $158.2 billion — while nonfederal hospitals saw a more modest 4.9% increase to $39.0 billion. With GLP-1 shortages largely resolved, continued growth in this category is expected, though direct-to-consumer channels may complicate efforts to track usage trends. American College of Lifestyle Medicine Announces Integration of First Set of Lifestyle Behavior Assessment Tools Into Epic Electronic Health Records The new tools include ACLM's lifestyle medicine short form assessment tool, a clinical survey to capture patient lifestyle behaviors and readiness for change; ACLM's Diet Screener, which helps clinicians quickly capture a picture of a patient's diet during routine medical appointments; the Physical Activity Vital Sign (PAVS) tool for assessing physical activity in adults; as well as additional tools to capture lifestyle behaviors and opportunities for change. Hearing Wellness Pioneer Eargo Launches Eargo 8 As Its Newest Flagship Hearing Aid Eargo 8 was thoughtfully engineered with premium features, technology, and design while delivering essential post-purchase assistance for a seamless integration into users' lives. Eargo 8 is FDA cleared and its MSRP is $2,699. AbbVie and ADARx Pharmaceuticals Announce Collaboration and License Option Agreement to Develop Next-Generation siRNA Therapies Across Multiple Therapeutic Areas The strategic collaboration will leverage ADARx's RNA discovery expertise and proprietary siRNA technology, which has the potential to enable sustained and precise mRNA silencing. AbbVie will contribute its expertise in antibody engineering, antibody drug conjugates (ADCs) and tissue delivery approaches as appropriate, to augment ADARx's discovery efforts. MavriX Bio Announces FDA Clearance of IND Application to Initiate First-in-Human Study of Gene Therapy for Angelman Syndrome "We are thrilled to achieve this critical milestone and move one step closer to delivering the first gene therapy to individuals living with Angelman syndrome," said Allyson Berent, DVM, DACVIM, Chief Development Officer of MavriX Bio. "The clearance of our IND signals a key transition point for our development program and our unwavering commitment to advance novel therapeutic options and a potential single treatment therapy for the Angelman community." For more news like this, check out all of the latest health-related releases from PR Newswire. Do you have a health press release to distribute? Sign up with PR Newswire to share your story with the audiences who matter most. Helping Journalists Stay Up to Date on Industry News These are just a few of the recent press releases that consumers and the media should know about. To be notified of releases relevant to their coverage area, journalists can set up a custom newsfeed with PR Newswire for Journalists. Once they're signed up, reporters, bloggers, and freelancers have access to the following free features: Customization: Users can create customized newsfeeds that will deliver relevant news right to their inbox. Newsfeed results can be targeted by keywords, industry, subject, geography, and more. Photos and Videos: Thousands of multimedia assets are available to download and include in a journalist or blogger's next story. Subject Matter Experts: Journalists will have access to ProfNet, a database of industry experts to connect with as sources or for quotes in their articles. Related Resources: Our journalist- and blogger-focused blog, Beyond Bylines, features regular media news roundups, writing tips, upcoming events, and more. About PR Newswire PR Newswire is the industry's leading press release distribution partner with an unparalleled global reach of more than 440,000 newsrooms, websites, direct feeds, journalists and influencers and is available in more than 170 countries and 40 languages. From our award-winning Content Services offerings, integrated media newsroom and microsite products, Investor Relations suite of services, paid placement and social sharing tools, PR Newswire has a comprehensive catalog of solutions to solve the modern-day challenges PR and communications teams face. For 70 years, PR Newswire has been the preferred destination for brands to share their most important news stories across the world. For questions, contact the team at [email protected]. SOURCE PR Newswire WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? 440k+ Newsrooms & Influencers 9k+ Digital Media Outlets 270k+ Journalists Opted In GET STARTED