2026.03. 24 本文字数：2990，阅读时长大约5分钟 作者 | 第一财经 吴斯旻 "十五五"规划纲要明确提出实施健康优先发展战略，并将生物制药列为新兴支柱产业，为跨国医药企 业参与"健康中国"建设提供了新机遇。 近日，"中国发展高层论坛2026年年会"（下称"年会"）召开。年会期间，国家卫健委和中央财经委等 有关部门均释放了深化医药卫生体制改革、促进医疗等重点领域科技创新、优化营商环境和加大对外 开放的积极信号。 多名与会跨国医药企业高管均积极回应，将扩大在华业务，加大在细胞疗法等前沿领域的本地化生产 能力，继续投资本地创新并加强创新合作。 在深度参与中国医药创新的过程中，这些跨国医药企业对中国医药创新生态也有更多期待：其一，优 化完善与创新相匹配的知识产权保护体系、价值认定和支付机制，为企业提供制度性激励；其二，以 临床需求为导向，推动市场和监管的关注点从产品创新转向系统性集成创新，加大中国在疾病治理和 创新方案上的输出能力，完善涵盖患者、医疗机构、国内外制药企业和科研院所、社会资本以及监管 部门等多方的医药创新生态。 跨国药企深化在华布局 据国家卫健委消息，22日，上述年会"谋划'十五五'国民健 ...

Key Takeaways GSK wins Japan orphan drug status for risvutatug rezetecan in small-cell lung cancer.GSK's phase I ARTEMIS-001 showed durable responses in extensive-stage SCLC patients.The candidate also holds FDA Breakthrough and EMA PRIME status, supporting accelerated development.GSK plc (GSK) announced that Japan’s Ministry of Health, Labour and Welfare has granted Orphan Drug Designation (ODD) to risvutatug rezetecan, its investigational B7-H3-targeted antibody-drug conjugate (“ADC”), for the treatment o ...

This week's biotech landscape witnessed key FDA approvals, rejections, NDA resubmissions, merger terminations, trial discontinuations, and clinical trial data readouts across therapeutic areas such as Turner Syndrome, Late-Line Colorectal Cancer, Obesity, and Type 1 Diabetes. Let us unpack the key developments and milestones in the biotech space this week. FDA and EU Approvals & Rejections GSK's Lynavoy Wins FDA Approval for Cholestatic Pruritus in PBC GSK plc (GSK), secured for Lynavoy, the first U.S. tre ...

点击小程序查看报告原文 Abstract 摘要 通过"跨国公司成长启示录"，我们希望总结跨国龙头的成功经验，为中国企业的全球化发展提供参考。第一篇主要探讨跨国公司的发展历程及其在全球经 济中的重要性， 本篇报告重点 关注 美国、欧洲、日本三个区域跨国公司的发展情况， 将从企业为何出海、数说跨国公司、典型行业（选取美国科技、欧 洲医药、日本汽车）分别展开。 基于对美欧日跨国公司的比较，我们发现虽然三大经济体企业出海的时代背景各异，但是 底层逻辑上呈现高度一致性，即突破增长天花板、规避贸易壁 垒、全球范围成本套利。 与此同时，不同经济体依托各自资源禀赋、产业根基、制度框架，全球化历程走出不同的发展路径。我们总结如下： 美国：聚焦高附加值，技术引领全球。 1）从出海必要性而言，美国反垄断监管限制大企业的国内发展空间，是企业海外扩张的重要原因。另外，追求生 产要素最优配置是跨国公司构筑全球竞争力的基础逻辑，近年来提高供应链安全成为海外投资布局的重要考量。2）美国凭借全球领先的研发创新体系、 完善的知识产权保护制度、成熟的科技成果转化机制，在高附加值领域构筑技术护城河，科技行业最为典型。我们认为 ①建立领先优势并掌控全 ...

Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Signage is pictured in the main lobby of GSK offices in London, Britain, February 20, 2025. REUTERS/Chris J. Ratcliffe/File Photo Purchase Licensing Rights, opens new tab Companies GSK plc US FDA approves GSK's drug for liver disease-related itching | Reuters Skip to main content The company did not immediately respond to Reuters request for comment on pricing and availability details. Reporting by Sriparna Roy an ...

In the previous article , I talked primarily about Q3 earnings, the impact of the data from the Phase 2 study [ NCT04165772 ] on Jemperli's long-term prospects, and why, in my opinion, declining Zejula sales are no longer puttingWith over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technolog ...

Core Insights - GSK's RSV vaccine, Arexvy, received FDA approval for expanded use in adults aged 18 to 49 years at higher risk of lower respiratory tract disease (LRTD) [1][3] - Year-to-date, GSK's shares have increased by 8.8%, outperforming the industry growth of 2.7% [2] - The FDA's approval was based on late-stage study data showing Arexvy's immune response comparable to that of adults aged 60 and older, with a consistent safety profile [3] Regulatory Approvals - The European Commission approved Arexvy for all adults aged 18 years and older to prevent RSV-related LRTD, expanding from previous approvals for those aged 60 and older and high-risk individuals aged 50 to 59 years [4] - GSK's regulatory application for Arexvy in China for adults aged 60 years and above has been accepted, with a final decision expected in 2027 [5] Market Context - With the recent FDA approval, Arexvy becomes the third FDA-approved RSV vaccine for younger adults, alongside Pfizer's Abrysvo and Moderna's mResvia [6] - Pfizer's Abrysvo is also approved for pregnant individuals, making it unique in providing maternal immunization to protect infants against RSV [10] - Moderna's mResvia is approved for older adults aged 60 years and above and for high-risk adults aged 18 to 59 years [11] Sales Performance - Arexvy recorded global sales of £0.6 billion in 2025, reflecting a 2% increase at constant exchange rates, driven by growth in ex-U.S. markets despite declining sales in the U.S. due to slower uptake among the 60-plus population [12]

Group 1 - GSK and Amgen will add their medicines to TrumpRX, a prescription drug website initiated by the Trump administration [1] - The collaboration aims to enhance the availability of medications through the platform [1]

Core Viewpoint - The White House is set to announce an expansion of drugmakers offering discounts on TrumpRx.gov, with Amgen and GSK being added to the list, totaling 54 medications from six companies under most-favored-nation pricing [1][6]. Group 1: Drug Pricing and Discounts - Amgen will offer discounts of up to 80% on its medication Amjevita, reducing the price from $1,484 to $299, which treats rheumatoid arthritis, psoriasis, and ulcerative colitis [2]. - GSK plans to offer discounts of 62% on Aimovig and Repatha, and 55% on Incruse, which will be priced at $159 for COPD treatment. Other GSK drugs will have discounts ranging from 10% to 51% [5]. Group 2: Government Policy and Industry Response - The initiative is part of President Trump's push for affordable healthcare, with expectations of greater discounts and transparency in drug pricing as Congress considers the Great Healthcare Plan [7]. - The Pharmaceutical Research and Manufacturers of America has expressed concerns that government-imposed pricing policies could undermine U.S. competitiveness and negatively impact research and development funding [9][10]. Group 3: Historical Context of Drug Pricing - Under the Biden administration, prescription drug costs have increased by 10.4% from January 2021 to January 2025, while under the Trump administration, prices rose only 0.2% from January 2025 to February 2026 [13].

Core Viewpoint - GSK's RSV vaccine, AREXVY, has received approval in the US for an expanded age indication, now including adults aged 18–49 years who are at increased risk [1] Group 1 - The approval of AREXVY marks a significant milestone for GSK in addressing respiratory syncytial virus (RSV) in a broader adult population [1] - The vaccine is specifically targeted at adults aged 18–49 years who are considered to be at increased risk, expanding its potential market [1]