1月30日，石药集团宣布与阿斯利康签订战略研发合作与授权协议，以利用石药集团专有的缓释给药技术 平台及多肽药物AI发现平台开发创新长效多肽药物。 石药集团的长效技术可实现多肽药物的缓释，使给药间隔达到每月一次或更长。基于此平台开发的产品 为即用型，使用简便，支持患者自行给药，能有效提升长期用药人群的治疗依从性。同时，石药集团的 多肽药物AI发现平台可以针对药物靶点快速设计及筛选候选分子，并可在药效、选择性与信号偏向性等 维度进行系统优化。 根据该协议的条款，石药集团将与阿斯利康在创新多肽分子的发现和长效递送产品的开发方面开展全面 战略合作。除持续推进现有临床前长效多肽管线之外，石药集团亦将为阿斯利康发现和开发其他创新长 效多肽产品。 除中国内地、香港特别行政区、澳门特别行政区及台湾地区外，阿斯利康将获得石药集团每月一次注射 用体重管理产品组合的全球独家权利，包括一个临床准备就绪的项目SYH2082（长效GLP1R/GIPR激动 剂，正推进至I期临床），以及三个处于临床前阶段、具备不同作用机制的研发项目，旨在为肥胖及体重 问题相关人群提供更持久的治疗获益，双方还将依托该等平台就另外四个新增项目开展合作。 按照该 ...

Group 1 - AstraZeneca announced a significant investment plan of over 100 billion RMB (approximately 14 billion USD) in China by 2030, marking a record for foreign pharmaceutical companies in the country [1][2] - The investment aims to enhance AstraZeneca's drug production and research capabilities in China, reflecting the country's growing importance as a hub for scientific innovation and advanced manufacturing [2][5] - This strategic move is seen as a response to geopolitical tensions, emphasizing that healthy economic cooperation can stabilize international relations [2][5] Group 2 - The investment will cover the entire value chain from early drug discovery to large-scale production, with a focus on becoming the first multinational pharmaceutical company in China to have "end-to-end" cell therapy capabilities [2][5] - AstraZeneca's decision is driven by four unique advantages in China: a large and diverse patient population, a wealth of high-quality STEM talent, an encouraging regulatory environment, and a complete industrial chain [5] - The collaboration is expected to lead to the launch of 20 global innovative drugs in China by the end of 2030, improving access to cutting-edge treatments for patients [7][9] Group 3 - The investment signifies a shift in China's role from being merely an important market to a core strategic partner for multinational pharmaceutical companies [5] - AstraZeneca's commitment is anticipated to generate high-level technology and talent spillovers, enhancing China's position in the global pharmaceutical value chain [7] - The overarching message is that collaboration and openness are essential for addressing global challenges, with AstraZeneca's investment serving as a testament to the potential of working with China's innovative ecosystem [9]

Core Insights - AstraZeneca has announced a strategic partnership with CSPC Pharmaceutical Group, involving an upfront payment of $1.2 billion and a potential total deal value exceeding $18.5 billion [2][3] - The collaboration focuses on developing innovative long-acting peptide drugs utilizing CSPC's proprietary sustained-release drug delivery technology and AI-driven peptide drug discovery platform [2][3] - CSPC's technology allows for monthly or longer dosing intervals, enhancing patient compliance for long-term medication [2][3] Partnership Details - The agreement includes the overseas rights for a weight management product combination, featuring a clinical-ready project SYH2082 (a long-acting GLP1R/GIPR agonist) and three preclinical projects targeting obesity and weight-related issues [3] - CSPC stands to gain $12 billion in upfront payments, with potential milestone payments of up to $3.5 billion for R&D and up to $13.8 billion for sales, along with a double-digit percentage royalty on net sales [3] Industry Context - GLP-1 has emerged as a revolutionary target in the fields of diabetes and weight loss, with the global competition in GLP-1 research entering its "second half" [3] - Pharmaceutical companies are focusing on next-generation innovative weight loss therapies, including oral small molecules and ultra-long-acting formulations to improve patient experience and efficacy [3] - This is not the first collaboration between AstraZeneca and CSPC, as they previously established a partnership in June 2025 with a potential value exceeding $5 billion, focusing on AI-driven oral small molecule drug development for chronic and immune diseases [3] Investment Plans - AstraZeneca plans to invest over 100 billion RMB (approximately $15 billion) in China by 2030 to expand its presence in drug manufacturing and R&D [3]

Core Insights - AstraZeneca has entered into a strategic research and licensing agreement with CSPC Pharmaceutical Group, involving an upfront payment of $1.2 billion and a potential total deal value exceeding $18.5 billion [1][3]. Group 1: Partnership Details - The collaboration allows AstraZeneca to utilize CSPC's proprietary sustained-release drug delivery technology and AI drug discovery platform for developing innovative long-acting peptide drugs [1]. - CSPC's long-acting technology enables sustained release of peptide drugs, allowing for administration intervals of once a month or longer, enhancing patient compliance for long-term treatment [1][3]. - The partnership includes the overseas rights for a weight management product portfolio, including a clinical-ready project SYH2082 (long-acting GLP-1R/GIPR agonist) and three preclinical projects targeting obesity and weight-related issues [3]. Group 2: Financial Aspects - CSPC will receive an upfront payment of $1.2 billion, with potential milestone payments of up to $3.5 billion for research and up to $13.8 billion for sales, along with a double-digit percentage royalty based on annual net sales of the licensed products [3]. - AstraZeneca plans to invest over 100 billion RMB (approximately $15 billion) in China by 2030 to expand its pharmaceutical production and R&D footprint [4]. Group 3: Industry Context - GLP-1 has emerged as a revolutionary target in the diabetes and weight loss sectors, with the global GLP-1 development race entering its "second half," focusing on next-generation innovative weight loss therapies [3]. - The collaboration is not the first between CSPC and AstraZeneca, as they previously established a strategic partnership in June 2025, with a potential value exceeding $5 billion, focusing on AI-driven oral small molecule drug development for chronic and immune diseases [3].

Core Viewpoint - CSPC Pharmaceutical Group has entered into an agreement with UK drugmaker AstraZeneca to develop innovative long-acting peptide medicines targeting obesity and weight-related conditions [1] Company Summary - CSPC Pharmaceutical Group is collaborating with AstraZeneca, indicating a strategic move towards addressing the growing market for obesity treatments [1] - The partnership focuses on the development of innovative long-acting peptide medicines, which may enhance treatment options for patients suffering from obesity and related health issues [1] Industry Summary - The agreement highlights the increasing emphasis on innovative therapies in the pharmaceutical industry, particularly in the area of obesity management [1] - The collaboration reflects a broader trend in the industry towards partnerships aimed at leveraging expertise and resources to tackle significant health challenges [1]

根据该协议的条款，集团将与阿斯利康在创新多肽分子的发现和长效递送产品的开发方面开展全面战略 合作。除持续推进现有临床前长效多肽管线之外，集团亦将为阿斯利康发现和开发其他创新长效多肽产 品。 除中国内地、中国香港、中国澳门及中国台湾外，阿斯利康将获得集团每月一次注射用体重管理产品组 合的全球独家权利，包括一个临床准备就绪的项目SYH2082(长效GLP1R/GIPR激动剂，正推进至I期临 床)，以及三个处于临床前阶段、具备不同作用机制的研发项目，旨在为肥胖及体重问题相关人群提供 更持久的治疗获益，双方还将依托该等平台就另外四个新增项目开展合作。 按照该协议的条款及条件，集团将授予阿斯利康对相关授权产品在全球范围(不含中国内地、中国香 港、中国澳门及中国台湾)开发、生产和商业化的独家授权，同时将保留该等产品在中国内地、中国香 港、中国澳门及中国台湾的权益。就阿斯利康对八个项目及该等平台的使用，集团将获得12亿美元的预 付款，并有权获得最高35亿美元的潜在研发里程碑付款和最高138亿美元的潜在销售里程碑付款，以及 基于相关授权产品年净销售额的最高达双位数比例的销售提成。 石药集团(01093)发布公告，集团已与全球 ...

每日经济新闻消息，近日，英国首相斯塔默开启为期4天的访华行程，此次访问是英国首相时隔8年再次 访华。英国政府公布的代表团名单显示，随同斯塔默访问的有超50家企业高管和机构代表，涵盖金融、 医药、制造业、文化等领域。 其中，阿斯利康全球首席执行官苏博科、葛兰素史克董事会主席司明麒作为英国医药产业的代表随团访 华。 原标题：英国首相斯塔默访华引来重磅投资，阿斯利康宣布将于2030年前在中国投资超千亿元 在当前全球医药产业链加速重构、创新药研发成本持续攀升的背景下，中国凭借完善的产业配套、庞大 的临床资源和不断优化的审评审批环境，正成为跨国药企的研发热土。阿斯利康、葛兰素史克等跨国药 企近年来持续加码在华投入，在研发中心建设、创新药本土化开发等方面动作频频。 编辑：黄灵 责编：王光建 审核：张松涛 1月29日，阿斯利康宣布，计划于2030年前在中国投资逾1000亿元人民币（150亿美元），以扩大在药品 生产与研发领域的布局。 阿斯利康方面表示，该项投资将显著增强公司在细胞治疗和放射偶联药物方面的能力，推动公司广泛多 元化产品管线发展，惠及癌症、血液病和自身免疫性疾病等患者。这些投资将覆盖从药物发现、临床开 发到生产 ...

Core Insights - AstraZeneca is committing $15 billion to enhance R&D and manufacturing capabilities in China, indicating a strategic investment in a rapidly growing pharmaceutical market [1][2] - The investment will focus on improving cell therapy and radioconjugate capabilities, supporting AstraZeneca's ambitions in oncology, hematology, and autoimmune diseases [2] - The expansion aligns with China's Healthy China 2030 strategy, aiming to improve healthcare quality and disease prevention [6] Investment Details - The investment will span until 2030 and will enhance existing facilities in Wuxi, Beijing, Qingdao, and Taizhou, while also constructing new facilities [2][3] - AstraZeneca's current manufacturing facilities in China serve both local patients and those in 70 other global markets [3] R&D Expansion - The investment will bolster AstraZeneca's R&D network in China, which includes strategic centers in Beijing and Shanghai [4] - This expansion coincides with UK Prime Minister Keir Starmer's visit to Beijing, aimed at strengthening economic ties [4][5] Industry Context - China's pharmaceutical influence is increasing, with local companies now responsible for 20% of global drug development [7] - There is a notable shift in China's biotech and pharma sectors towards innovative medicines, moving away from generics, leading to increased global partnerships [8]

Core Insights - The gathering of over 40 executives from 15 multinational pharmaceutical companies in the Greater Bay Area (GBA) highlights the region's growing importance in the biopharmaceutical industry [1][3] - The event serves as a platform for dialogue between government and industry leaders to explore the GBA's advantages and future potential in biopharmaceutical development [1][3] Group 1: Investment and Development - Multinational pharmaceutical companies are increasingly establishing production bases and regional headquarters in the GBA, signaling strong confidence in the region's biopharmaceutical industry [3][4] - The GBA has been recognized for its favorable business environment, with Guangdong province leading in foreign investment and being rated as having the best business environment in China [4][6] Group 2: Market Potential and Resources - Guangdong's healthcare market is vast, with a basic medical insurance enrollment of 112 million people by the end of 2024, and it leads the nation in the scale of pharmaceutical circulation and the number of top-tier hospitals [4][9] - The integration of the Guangdong-Hong Kong-Macao markets is unlocking significant potential in the biopharmaceutical sector, with a focus on translating advantages into patient benefits [6][12] Group 3: Regulatory and Collaborative Framework - The "Hong Kong-Macao Drug and Medical Device Access" initiative has facilitated the approval of 149 drug and medical device varieties, enhancing patient access to innovative treatments [7][8] - The establishment of a provincial commercial health insurance platform aims to alleviate patient financial burdens, further promoting the use of innovative drugs [8][9] Group 4: Innovation and Research - The GBA is becoming a key innovation hub, with one-third of global biopharmaceutical research pipelines originating from China, and many multinational companies are shifting early-stage research to the region [9][11] - The region has seen a significant increase in the approval of innovative drugs and medical devices, with a 667% increase in first-class innovative drugs approved during the 14th Five-Year Plan compared to the previous period [9][10] Group 5: Future Directions and Challenges - The collaboration between Guangdong and Hong Kong is crucial for enhancing the accessibility of innovative drugs, with a focus on real-world data and joint research initiatives [12][16] - Challenges such as cross-border regulation, data flow, and talent mobility need to be addressed to optimize the biopharmaceutical industry's collaborative efforts in the GBA [16][17]

Core Viewpoint - AstraZeneca plans to invest over 100 billion RMB in China by 2030, indicating a strategic shift in its global innovation focus, positioning China as a key node in its global innovation system [6][9]. Investment Strategy - The investment spans the entire value chain from drug discovery to commercialization, focusing on cutting-edge areas like cell therapy and radiolabeled drugs, which are characterized by high technical barriers and competition [6][7]. - AstraZeneca is not merely investing in traditional chemical or mature biologics but is betting on disruptive technology platforms that have the potential to reshape treatment paradigms [7]. Local Collaboration - AstraZeneca's strategy involves deep integration into China's innovation network through partnerships with local biotech firms, exchanging capital and global capabilities for early-stage innovative assets [8]. - The acquisition of Gensight Biologics in 2024 positions AstraZeneca as one of the few multinational companies with end-to-end cell therapy capabilities in China, which is strategically valuable amid rising global regulatory and supply chain uncertainties [8]. R&D and Clinical Trials - The global strategic R&D centers in Beijing and Shanghai are now leading global clinical trials, reflecting China's increasing influence in the global new drug development process [9]. - Collaborations with over 500 clinical hospitals enhance AstraZeneca's advantages in real-world data and patient recruitment efficiency [9]. Manufacturing Expansion - AstraZeneca's manufacturing bases in Wuxi, Taizhou, Qingdao, and Beijing are not only serving the Chinese market but are also supplying to over 70 global markets, indicating a shift from being a part of the global pharmaceutical supply chain to becoming a multi-regional drug export center [9]. - The establishment of a multi-center, switchable production system is part of AstraZeneca's risk management strategy in light of geopolitical and regulatory uncertainties [9]. Employment and Industry Impact - AstraZeneca's workforce in China is expected to exceed 20,000, creating high-value jobs in R&D, clinical, engineering, and quality systems, indicating a shift in the strategic position of local teams within the company [9]. - This investment aligns with China's "Healthy China 2030" goal, reflecting a complex market that offers both policy certainty and innovative returns for multinational pharmaceutical companies [9].