本届服贸会还将广泛邀请各方设展办会、洽商合作，继续设置主宾国、主宾省，邀请国际组织、服务贸 易强国和地区、行业龙头企业等设展办会；邀请境外国家和地区、省区市、国际组织及领军企业发布、 解读招商引资政策，推介产业优势。 本报讯（记者马婧）记者今天从2026年中国国际服务贸易交易会媒体吹风会获悉，2026年服贸会将于 2026年9月9日至13日举办。目前，已有挪威、斯洛伐克、世界知识产权组织、世界贸易中心协会等10余 个国家和国际组织，已计划继续设展办会；港澳台地区计划继续设立展台；阿斯利康、礼来、西门子、 中远海运等近百家世界500强和行业龙头企业意向参展。 中国国际服务贸易交易会已成功举办12届，累计吸引近200个国家和地区的147万展客商参与。2025年 起，服贸会固定于每年9月第二周的星期三到星期日在首钢园举办，会期5天。2026年服贸会将于9月9日 至13日举办，地点仍在首钢园。首钢园也正在为打造服贸会永久会址进行升级改造，9月将旧貌换新 颜，迎接四方宾客。融合展览、会议、洽谈与文化活动功能为一体的多功能特色"会展小镇"将与大家见 面。 2026年服贸会计划继续高规格举办全球服务贸易峰会，邀请外国政要、 ...

依普隆特生钠为每月一次用药的基因沉默剂，通过上游抑制转甲状腺素蛋白(TTR)的生成发挥作用。作 为RNA靶向治疗药物，它可在肝脏源头减少TTR蛋白的产生，因而具有潜力用于治疗各类型的转甲状腺 素蛋白淀粉样变性。北京协和医院院长张抒扬教授表示："转甲状腺素蛋白淀粉样变性已被纳入国家第 二批罕见病目录。长期以来，我国ATTRvPN患者深受神经系统症状和生活质量显著下降的影响，而可 选择的治疗方案十分有限。依普隆特生钠的获批为患者带来了新的希望，临床证据显示其能够阻止神经 病变进展，并显著改善神经功能与生活质量。" 新京报讯(记者张秀兰)12月25日，由阿斯利康与Ionis公司联合开发的万诺维(通用名为依普隆特生钠注射 液)获国家药监局批准，用于治疗成人遗传性转甲状腺素蛋白淀粉样变性多发性神经病(ATTRv-PN)患 者。依普隆特生钠也成为中国首个且目前唯一获批用于ATTRv-PN治疗的基因沉默剂。 ATTR(转甲状腺素蛋白淀粉样变性)是由肝脏产生的、错误折叠的TTR蛋白在心脏和周围神经等组织中 积聚所引起的，会造成器官损伤和衰竭。ATTR会引起多种并发症，导致心血管、神经和肾脏疾病，患 者也被称为"淀粉人"。AT ...

Core Viewpoint - The approval of Wainua® (eplontersen) by AstraZeneca and Ionis for the treatment of ATTRv-PN in China represents a significant advancement in addressing a previously underserved medical need for patients suffering from this debilitating disease [1] Group 1: Product Approval - Wainua® is the first and currently the only gene-silencing agent approved in China for the treatment of ATTRv-PN [1] - The drug was officially approved on December 22, 2025, marking a milestone in the treatment options available for patients [1] Group 2: Disease Impact - ATTRv-PN is a debilitating disease that can lead to peripheral nerve damage, with patients typically experiencing motor function impairment within five years of diagnosis and a general mortality rate within ten years if untreated [1] - The disease has been included in China's second batch of rare disease catalog, highlighting its significance and the need for effective treatments [1] Group 3: Expert Commentary - Professor Zhang Shuyang, the chief researcher of EPIC-ATTR in China, emphasized the long-standing impact of ATTRv-PN on patients' neurological symptoms and quality of life, noting the limited treatment options available prior to the approval of Wainua® [1]

| 受理品种目录浏览 | 在审品种目录浏览 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 年 | 2025 v | 药品类型: | रुहेर | ▼ 申请类型: | それ | V | | | 受理号: | 请输入受理号 | 药品名称: | 请输入药品名称 | 企业名称: | 请输入企业名称 | | 查询 | | 序号 | 受理号 | 药品名称 | 药品类型 | 申请类型 | 注册分类 | 企业名称 | 承办日期 | | | JXSS2500153 | 戈鲁利单抗注射液 | 治疗用生 物制品 | 进口 | 1 | Alexion Europe SAS;Patheon Italia S.P.A .; AstraZeneca Global R&D (China) Co., Ltd .; | 2025-12-24 | | 2 | JXSS2500152 | 戈鲁利单抗注射液 | 治疗用生 物制品 | 讲口 | 1 | Alexion Europe SAS;Patheon Italia S.P.A .; AstraZeneca Gl ...

Core Insights - AbbVie (ABBV) and AstraZeneca (AZN) are both leading global healthcare companies with diverse drug portfolios, excelling in immunology and oncology, with AbbVie also focusing on neuroscience and aesthetics, while AstraZeneca emphasizes rare diseases and vaccines [1][2] AbbVie Overview - AbbVie has achieved significant success in immunology with three blockbuster drugs: Skyrizi, Rinvoq, and Humira, which together contribute nearly 50% of its revenue [3] - Despite losing U.S. exclusivity for Humira in 2023, AbbVie has returned to strong growth, with Skyrizi and Rinvoq sales increasing by 53% year-over-year to $18.5 billion, and projected to exceed $25 billion by 2025 [4] - The oncology segment generated approximately $5 billion in revenue in the first nine months of 2025, up nearly 3% year-over-year, while neuroscience drug sales rose over 20% to nearly $7.8 billion [5] - AbbVie has pursued an aggressive acquisition strategy, completing over 30 M&A transactions since early 2024, including acquiring Gilgamesh Pharmaceuticals for a drug in mid-stage development for major depressive disorder [6] - AbbVie faces near-term challenges, including biosimilar competition for Humira, pressure on Imbruvica sales, and a decline in its aesthetics franchise, which saw a 7% drop in sales in the first nine months of 2025 [7] AstraZeneca Overview - AstraZeneca has a diversified geographical presence and a portfolio of blockbuster drugs, including Imfinzi, Lynparza, Farxiga, Ultomiris, and Tagrisso, which are driving revenue growth [8][9] - The company aims for $80 billion in total revenues by 2030, supported by the launch of 20 new medicines, with nine already launched or approved [10] - AstraZeneca has also expanded its pipeline through acquisitions, including EsoBiotec, a biotech specializing in cell therapies [11] - Challenges for AstraZeneca include the impact of U.S. policy changes on oncology sales, ongoing investigations in China, and competition from generics and biosimilars affecting key drugs [12][13] Financial Estimates and Performance - The Zacks Consensus Estimate for AbbVie indicates an 8.2% increase in 2025 sales and a 5.1% increase in EPS, with recent EPS estimates declining from $11.04 to $10.64 [14] - For AstraZeneca, the 2025 sales and EPS estimates suggest a 9% and 11.9% increase, respectively, with EPS estimates rising from $4.56 to $4.60 [16] - Year-to-date, AbbVie shares have increased by 28%, while AstraZeneca shares have risen by 40%, outperforming the industry average of 17% [17] - AbbVie has a lower P/E ratio of 15.90 compared to AstraZeneca's 17.81, making AbbVie appear more attractive from a valuation perspective [18] - AbbVie offers a higher dividend yield of 2.88% compared to AstraZeneca's 1.10% [22] Comparative Analysis - Both companies hold a Zacks Rank of 3 (Hold), indicating a challenging decision for investors [24] - AbbVie's recovery post-Humira is notable, driven by Skyrizi and Rinvoq, but its reliance on acquisitions may weigh on near-term earnings [25] - AstraZeneca's growth profile is more balanced, with a diverse range of blockbuster products reducing reliance on any single drug [27]

Industry Overview - The drug and biotech sector has shown recovery after a weak first half, with large drugmakers signing pricing agreements with the Trump administration [1] - Dealmaking activity surged in the second half, boosting investor confidence, with the Large Cap Pharmaceuticals industry outperforming the S&P 500 in the past three months [1][4] - Innovation is at its peak, particularly in areas like obesity, cell and gene therapy, and next-gen oncology treatments, attracting investor attention [2] - Despite headwinds such as pipeline setbacks and regulatory risks, the outlook for growth in 2026 remains favorable due to rapid innovation and increased use of AI in drug development [2] Eli Lilly - Eli Lilly has achieved significant success with its tirzepatide medicines, including diabetes drug Mounjaro and weight loss medicine Zepbound, which are key revenue drivers [6][7] - Strong sales growth in 2025 is attributed to international market launches and improved production, with continued demand expected in 2026 [7] - Lilly is investing in obesity treatments with new molecules in clinical development, including orforglipron and retatrutide, with regulatory applications filed for orforglipron [8][9] - Despite challenges like declining product prices and competition in the GLP-1 market, Lilly's stock has risen 39.3% year to date, with 2026 earnings estimates improving from $30.78 to $33.61 per share [10] Johnson & Johnson - J&J has shown strong operational performance in 2025, with double-digit revenue growth from key brands despite the loss of exclusivity for Stelara [11] - The Innovative Medicine segment is expected to accelerate growth in 2026, driven by key products and new launches [12] - J&J's MedTech business has improved, with growth driven by acquired cardiovascular businesses and new product launches expected to contribute to 2026 growth [13][14] - The company has advanced its pipeline significantly and is on an acquisition spree, with a Zacks Rank of 2 (Buy) and a stock rise of 43.3% year to date [17] AbbVie - AbbVie faces declining sales from Humira due to loss of exclusivity but has successfully launched new immunology medicines Skyrizi and Rinvoq, generating combined sales of $18.5 billion in the first nine months of 2025 [18][19] - Strong market growth and new indications for these drugs are expected to drive future growth, alongside contributions from newer drugs [20] - AbbVie anticipates a high single-digit CAGR through 2029, supported by robust performance from Skyrizi and Rinvoq, with a Zacks Rank of 3 and a stock rise of 28.2% year to date [21][22] Amgen - Amgen's revenue growth is driven by key medicines like Repatha and new biosimilars, compensating for declines from mature drugs [23][24] - The company is focusing on obesity treatments with its candidate MariTide, which differentiates itself with a convenient dosing method [24] - Amgen's stock has risen 27.3% year to date, with 2026 earnings estimates increasing from $21.43 to $21.62 per share [25] AstraZeneca - AstraZeneca has several blockbuster drugs exceeding $1 billion in sales, with newer products contributing to growth despite losses from mature brands [26][27] - The company expects to achieve industry-leading top-line growth through 2030, with plans to launch 20 new medicines and generate $80 billion in total revenues [28] - AstraZeneca faces challenges such as competition and regulatory impacts but maintains a stable earnings estimate of $5.15 per share for 2026, with a stock rise of 10.7% year to date [29][30]

Core Insights - AstraZeneca PLC and Daiichi Sankyo received FDA approval for Enhertu as a first-line treatment for HER2-positive breast cancer, in combination with Roche's Perjeta [2][7] - The approval is based on the DESTINY-Breast09 study, which showed a significant improvement in progression-free survival (PFS) [5][8] - AstraZeneca will pay Daiichi Sankyo a $150 million milestone payment following this approval [3][7] Regulatory Approval - Enhertu was reviewed under the FDA's real-time oncology review (RTOR) program [3] - The drug is already approved in over 85 countries for second-line treatment of HER2-positive breast cancer and for other cancers [3] Clinical Study Results - The DESTINY-Breast09 study demonstrated a median PFS of 40.7 months for the Enhertu-Perjeta combination, compared to 26.9 months for the standard regimen [5][8] - The combination reduced the risk of disease progression by 44% compared to the current standard treatment [5][7] Market Performance - Over the past year, AstraZeneca's shares increased by 36.3%, outperforming the industry average rise of 12.1% [4]

Key Takeaways FDA grants Enhertu a Breakthrough Therapy designation for early HER2-positive breast cancer.AZN noted the decision was based on DESTINY-Breast05 results showing lower invasive disease recurrence.AZN's phase III LATIFY study with Imfinzi combo missed its primary overall survival goal in lung cancer.AstraZeneca (AZN) and its Japan-based partner Daiichi Sankyo announced that the FDA has granted a Breakthrough Therapy designation (“BTD”) to their blockbuster antibody-drug conjugate (ADC), Enhertu, ...

Core Viewpoint - The pharmaceutical company announced that its ceralasertib combination did not achieve the primary objective in a late-stage clinical trial for advanced lung cancer [1] Group 1 - The clinical trial was focused on advanced lung cancer [1] - The primary goal of the trial was not met, indicating potential challenges in the drug's efficacy [1]

Core Viewpoint - AstraZeneca announced that a late-stage trial of Imfinzi combined with ceralasertib did not show an improvement in overall survival for patients with previously treated advanced non-small cell lung cancer [1] Group 1 - The trial aimed to evaluate the efficacy of Imfinzi in combination with ceralasertib [1] - The patient population consisted of those with advanced non-small cell lung cancer who had previously undergone treatment [1] - The failure of the trial may impact AstraZeneca's strategy in the oncology sector [1]