互及矿业 l笑么 == = 2025 年 10 月 19 日 版 发行业 相关研究 《本周申万医药生物指数下跌 1.2%，关注 三季报发布 ——医药行业周报 (2025/10/9-2025/10/10)》 2025/10/12 《本周医药上涨 3.1%，医保局发布按病种 付费管理暂行办法和医保"双目录" 初审 名单，司美在美获批治疗 MASH -- 医药 行业周报 (2025/8/11-2025/8/15)》 2025/08/17 证券分析师 张静含 A0230522080004 zhanqjh@swsresearch.com 陈田甜 A0230524080013 chentt@swsresearch.com BMS 以 15 亿美元收购体内 CAR-T 公司 Orbital Therapeutics。10 月 10 日， BMS ● 官布达成一项协议，收购 Orbital Therapeutics，此次收购包括处于 IND 申请阶段的 候选药物 OTX-201 (体内 CAR-T 细胞疗法, CD19 靶向）, 同时获得了 Orbital 专有 的 RNA 平台技术,该平台融合了环状/线性 RNA 工程、先 ...

行 业 及 产 业 医药生物 2025 年 10 月 19 日 本 周 申 万 医 药 生 物 指 数 下 跌 行 业 研 究 / 行 业 点 评 相关研究 《本周申万医药生物指数下跌 1.2%，关注 三季报发布 ——医药行业周报 （2025/10/9-2025/10/10）》 2025/10/12 《本周医药上涨 3.1%，医保局发布按病种 付费管理暂行办法和医保"双目录"初审 名单，司美在美获批治疗 MASH ——医药 行业周报（2025/8/11-2025/8/15）》 2025/08/17 证券分析师 张静含 A0230522080004 zhangjh@swsresearch.com 陈田甜 A0230524080013 chentt@swsresearch.com 联系人 陈田甜 (8621)23297818× chentt@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 本期投资提示： ⚫ 市场表现：本周申万医药生物指数下跌 2.5%，同期上证指数下跌 1.5%，万得全 A（除 金融石油石化）下跌 4.2%。本周医药生物指数在 31 个申万一级子行业中表现排名第 ...

Core Viewpoint - Major pharmaceutical companies are aligning with the Trump administration to avoid punitive tariffs, with agreements to lower drug prices in exchange for tariff relief [1] Group 1: Company Actions - AstraZeneca agreed to sell some drugs at a discount below the U.S. government's Medicaid program price in exchange for three years of tariff relief [1] - Pfizer reached a similar agreement last month, committing to reduce prescription drug prices in the Medicaid program to levels comparable to other developed countries for tariff exemptions [1] - Other companies like AbbVie, Bristol-Myers Squibb, and Sanofi are also reducing drug prices, while Eli Lilly, Roche, and Novo Nordisk are seeking to bypass intermediaries and sell directly to customers [1] Group 2: Market Context - U.S. prescription drug prices are significantly higher, typically nearly three times those in other developed markets [1] - The agreements reached by Pfizer and AstraZeneca are expected to serve as a template for other large pharmaceutical companies in the coming weeks and months [1] Group 3: Government Influence - The Trump administration's aggressive stance has successfully pressured major pharmaceutical companies to comply with price reductions through a form of coercive negotiation [1]

Bristol Myers Squibb (NYSE:BMY) and SystImmune reported data from an early-stage study testing their bispecific antibody-drug conjugate, iza-bren, as a treatment for advanced non-small cell lung cancer and other solid tumors. Iza-bren is developed collaboratively by SystImmune and Bristol Myers ...

Accessibility StatementSkip Navigation REDMOND, Wash. and PRINCETON, N.J., Oct. 17, 2025 /PRNewswire/ -- SystImmune Inc. (SystImmune), a clinical-stage biotechnology company, and Bristol Myers Squibb (NYSE: BMY) today announced the oral presentation of the first disclosure of the safety and efficacy data from the global phase I US-Lung-101 study (NCT05983432) of iza-bren (BL-B01D1), a potentially first-in-class EGFR x HER3 bispecific antibody-drug conjugate (ADC), at the European Society for Medical Oncolo ...

在癌症治疗领域，"五年"有着特殊的分量：对研究者而言，五年生存率是衡量疗法是否带来长生存获益 的"金标准"；对患者而言，它则意味着"临床治愈"的可能，是无数人心中的希望与目标。 正是为了让更多癌症患者跨过五年门槛，广大科学家前赴后继，在传统疗法面临瓶颈后，开始不断探索 人类自身免疫系统的潜力。而诺贝尔奖，正是这些探索成果的一大见证——2018年，诺贝尔生理学或医 学奖表彰了科学家在发现"负性免疫调节治疗癌症"方面的贡献；就在上周，2025年度的这一奖项再度回 归免疫领域，用以表彰在"外周免疫耐受机制"方面的突破性研究。这一系列发现，标志着人类对免疫系 统的认识和理解迈出了关键的一步，也为癌症治疗打开了新的方向。 而其中最具代表性的成果，正是源于诺奖发现的免疫肿瘤治疗（IO），如今正让癌症"五年生存"目标逐 渐可及。而在免疫肿瘤治疗的众多研究中，CheckMate系列研究因其影响深远而广为人知：其囊括的数 十项临床研究共同奠定了当下免疫治疗的"地基"；而这一"地基"背后的支柱，则是由诺贝尔生理学或医 学奖得主直接参与开发的全球首个PD-1抑制剂——纳武利尤单抗（O药），以及其背后的开创者——百 时美施贵宝。 2 ...

正是为了让更多癌症患者跨过五年门槛，广大科学家前赴后继，在传统疗法面临瓶颈后， 开始不断探索人类自身免疫系统的潜力。而诺贝尔奖，正是这些探索成果的一大见证—— 2 0 1 8 年 ， 诺 贝 尔 生 理 学 或 医 学 奖 表 彰 了 科 学 家 在 发 现 " 负 性 免 疫 调 节 治 疗 癌 症 " 方 面 的 贡 献 ； 就 在 上 周 ， 2 0 2 5 年 度 的 这 一 奖 项 再 度 回 归 免 疫 领 域 ， 用 以 表 彰 在 " 外 周 免 疫 耐 受 机 制"方面的突破性研究。这一系列发现，标志着人类对免疫系统的认识和理解迈出了关键的 一步，也为癌症治疗打开了新的方向。 在癌症治疗领域，"五年"有着特殊的分量：对研究者而言，五年生存率是衡量疗法是否带来长生存获 益的"金标准"；对患者而言，它则意味着"临床治愈"的可能，是无数人心中的希望与目标。 而其中最具代表性的成果，正是源于诺奖发现的免疫肿瘤治疗（IO），如今正让癌症"五年 生存"目标逐渐可及。而在免疫肿瘤治疗的众多研究中，Ch e c kMa t e系列研究因其影响深远 而 广 为 人 知 ： 其 囊 括 的 数 十 项 临 床 ...

Bristol-Myers Squibb Company (NYSE:BMY) is included among the 11 Defensive Healthcare Dividend Stocks to Buy Now. insitro and Bristol Myers Squibb (BMY) Advance ALS Research with New AI-Powered Collaboration On Oc​to⁠ber 14, insitro, a leader in applying ma​chi‌ne⁠ learnin‌g to drug d⁠iscovery a‍nd d⁠evel‍opme‍nt,⁠ and‍ Bristol-Myers Squibb Company (NYSE:BMY) annou⁠nced the ne⁠xt stag‍e of their partnership f‌ocuse‍d‌ on discovering ne​w‍ molecules for po⁠tenti‍al​ treatments of amyot⁠ro‌phic l‌ateral s⁠ ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Analyst Ratings and Price Targets - Pfizer Inc (NYSE:PFE) has a dividend yield of 7.01%. Analyst Tim Anderson from B of A Securities maintained a Neutral rating and raised the price target from $28 to $30, with an accuracy rate of 75% [7] - Bristol-Myers Squibb Co (NYSE:BMY) has a dividend yield of 5.66%. Analyst Andrew Baum from Citigroup maintained a Neutral rating and decreased the price target from $51 to $47, with an accuracy rate of 70% [7] - Perrigo Company PLC (NYSE:PRGO) has a dividend yield of 5.36%. Analyst Susan Anderson from Canaccord Genuity maintained a Buy rating and cut the price target from $42 to $40, with an accuracy rate of 64% [7] Group 2: Recent News - Pfizer announced initial results from a clinical trial called HER2CLIMB-05 [7] - Bristol Myers Squibb and insitro announced the next phase of their collaboration for new treatments for amyotrophic lateral sclerosis [7] - Perrigo reported worse-than-expected second-quarter financial results [7]