Artificial intelligence (AI) is now better at reading customers and assessing their needs than humans.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.A new analysis from MIT Sloan School of Management showed that l ...

证券研究报告 强生口服IL-23拮抗剂申报上市，启动与乌司奴单抗的头 对头研究 生物医药行业 强于大市（维持） 平安证券研究所生物医药团队 分析师： 叶寅投资咨询资格编号:S1060514100001邮箱：YEYIN757@PINGAN.COM.CN 倪亦道投资咨询资格编号:S1060518070001邮箱：NIYIDAO242@PINGAN.COM.CN 韩盟盟投资咨询资格编号:S1060519060002邮箱：HANMENGMENG005@PINGAN.COM.CN 裴晓鹏投资咨询资格编号:S1060523090002邮箱：PEIXIAOPENG719@PINGAN.COM.CN 何敏秀投资咨询资格编号:S1060524030001邮箱：HEMINXIU894@PINGAN.COM.CN 王钰畅投资咨询资格编号:S1060524090001邮箱：WANGYUCHANG804@PINGAN.COM.CN 曹艳凯投资咨询资格编号:S1060524120001邮箱：CAOYANKAI947@PINGAN.COM.CN 张梦鸽投资咨询资格编号:S1060525070003邮箱：ZHANGMENGGE752@PIN ...

2025 年 11 月 23 日 生物医药Ⅱ 新药周观点：小核酸药物治疗乙肝取 得突破性数据 本周新药行情回顾： 2025 年 11 月 17 日-2025 年 11 月 23 日，新药板块涨幅前 5：来凯医 药（+13.34%）、北海康成（+2.67%）、嘉和生物（+2.19%）、永泰生 物 （ +1.94% ）、 友 芝 友 （ +1.14% ）； 跌 幅 前 5 ： 药 明 巨 诺 （ - 15.75%）、艾迪药业（-14.56%）、盟科药业（-14.34%）、宜明昂科 （-13.40%）、凯因科技（-13.04%）。 本周建议关注标的： 考虑板块后续仍有多个催化值得期待，包括学术会议、数据读出、 多个 BD 兑现等，仍建议关注： 1）已获 MNC 认证未来海外放量确定性高的品种：三生制药、联邦制 药、科伦博泰等； 2）存在海外数据催化的品种：贝达药业、和黄医药、映恩生物等； 3）下一个可能海外授权 MNC 的重磅品种：复宏汉霖、石药集团、益 方生物等； 4）新的创新药技术突破领域：小核酸、体内 CAR-T、减脂增肌、自 免 CAR-T/双抗、基因疗法等。 本周新药行业重点分析： 小核酸药物治疗乙肝取得 ...

Core Insights - The integration of Artificial Intelligence (AI) in the U.S. healthcare industry has significantly increased, with 79% of healthcare organizations utilizing AI technology as of March 2024 [1] Group 1: AI Integration in Healthcare - AI is being integrated across various industries, including healthcare, with notable partnerships between pharmaceutical companies and AI tech firms [2] - Collaborations are expected to accelerate drug discovery, streamline clinical trials, and automate administrative tasks, potentially saving billions and enhancing operational efficiency [3][9] Group 2: Notable Pharma-Tech Collaborations - Eli Lilly is partnering with NVIDIA to create an "AI Factory" aimed at accelerating drug discovery by compressing decades of research into accessible intelligence [5] - Johnson & Johnson has been collaborating with NVIDIA to enhance surgical decision-making and training through real-time AI analysis in operating rooms [6] - AbbVie utilizes Palantir's Foundry platform for data management, which unifies data sources and streamlines clinical trial data, boosting operational efficiency [8] Group 3: Market Potential and Investment Opportunities - The global AI in healthcare market is projected to grow from $26.57 billion in 2024 to $505.59 billion by 2033, with a CAGR of 38.81% [10] - Vanguard Health Care ETF (VHT) has assets worth $16.2 billion, with significant weightage in Eli Lilly, AbbVie, and Johnson & Johnson, and has surged 12.3% year to date [11] - Health Care Select Sector SPDR ETF (XLV) has assets under management of $39.01 billion, also featuring major pharmaceutical companies, and has increased by 11.6% year to date [12][13]

Over 100 experts in medicine, pharmacy and veterinary science, among others, have called for a nationwide ban of the “forced swim test” – that forces small animals to swim in beakers to get insights into human depression, according to the People for the Ethical Treatment of Animals (Peta India).The “near drowning” test is not supported by some top institutions in India and international pharmaceuticals companies, the animal welfare group said. And a petition signed by over 100 experts, calling for an immedi ...

多发性骨髓瘤作为血液系统第二大常见恶性肿瘤，曾因起病隐匿、临床表现复杂、治疗手段有限，患者预后普遍不佳。如今，随着创新疗法持续迭代与规范 诊疗广泛落地，越来越多患者不仅成功跨越五年生存期，更稳步迈向十年乃至更长期的高质量生存。 作为全国首个专注于血液肿瘤患者的八段锦主题赛事，本届大赛积极响应"健康中国"行动号召，探索传统养生与现代医学融合的创新康复路径，打造集赛 事、科普、康复于一体的特色项目，帮助患者在实现"更深缓解、更长生存"治疗目标的基础上，进一步提升免疫功能、改善身心状态、回归正常生活，为推 动"功能性治愈"目标的达成开拓更多现实可能。北京赛区作为此次全国系列活动的关键站点，也将继续发挥示范带头作用，引领全国以形式多样的康复活 动，构建跨区域、多层次的疾病管理支持生态。 强生创新制药中国区副总裁、肿瘤业务部负责人柯赛帆表示："今年适逢强生在华40周年，我们始终以患者健康为使命、致力于将科学创新的边界推向新的 高度。本次八段锦大赛不仅是一次康复实践，更是强生构建以患者为中心的肿瘤慢病管理模式的全新探索。未来，我们将继续携手医疗领域与社会各界，深 化具有中国特色的患者服务模式，让更多患者实现从治疗到治愈的 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - Eli Lilly's revenue increased by 52% year-on-year in Q3 2025, driven by GLP-1 drugs, with Tirzepatide's quarterly revenue exceeding $10 billion for the first time, showing a 131% year-on-year growth [4] - Novo Nordisk faced intensified competition in the weight loss drug market, leading to a modest revenue growth of 1% for Ozempic and 6% for Wegovy in Q3 2025, prompting a downward revision of its annual performance guidance [4] - A total of 11 out of 16 companies in the report raised their revenue and/or net profit/EPS forecasts for the year, primarily due to better-than-expected sales of new products [4] Summary by Sections 1. Q3 2025 Performance Review - Eli Lilly's Q3 revenue reached $17.6 billion, with a 62% increase in sales volume, while net prices decreased by 10% [12] - Novo Nordisk's sales revenue for Q3 was 75 billion Danish Kroner, with a net profit decline of 27% [13] - JNJ's pharmaceutical segment achieved revenue of $15.6 billion, with significant contributions from oncology and neurology products [14] - AbbVie reported global sales of $15.8 billion, with notable growth in immunology and neurology sectors [15] - Gilead's revenue for Q3 was $7.3 billion, with a 4% increase in HIV product sales [16] 2. MNC Product Performance in the U.S. Market - The median time for MNC products to reach peak sales in the U.S. market is approximately 8 years, with first-in-class (FIC) products achieving this in about 7 years [4] 3. Revenue and Guidance Adjustments - Eli Lilly raised its full-year revenue guidance from $60-62 billion to $63-63.5 billion [12] - Novo Nordisk revised its revenue growth forecast down from 8%-14% to 8%-11% [13] - JNJ increased its full-year revenue guidance from $93.2-93.6 billion to $93.5-93.9 billion [14]

在所有研究中，汇总安全性数据显示，Icotrokinra 组 (49.1%) 和安慰剂组 (51.9%) 之间经历不良事件 (AE) 的患者比例相似，未发现新的安全信号。 盐酸伊可白滞素片(Icotrokinra)是强生斥资近10亿美元从 Protagonist 引进的 first-in-class 口服多肽药物(IL-23R 拮抗剂)。今年7月该药在美国申报上市，9月在 欧洲申报上市。值得一提的是，Icotrokinra 是当前全球首个也是唯一一个报上市的 IL-23R 靶向药物。强生对此寄予厚望，预计年峰值销售额有望达到50亿 美元以上。 此外，强生还启动了 III 期 ICONIC-ASCEND研究，这是首个旨在证明口服药 Icotrokinra 优于注射生物制剂乌司奴单抗的头对头研究。长期数据方面， ICONIC-LEAD 研究中，Icotrokinra 在第 52 周时表现出对成人和青少年患者持续的皮肤清除率和良好的安全性。 此前该药在美国和欧盟的上市申请包含四项关键性 III 期研究的数据，包括 ICONIC-LEAD、ICONIC-TOTAL 以及 ICONIC-ADVANCE 1 和 ICON ...

The Dow Jones Industrial Average (^DJI) closed up 47.03 points, or 0.1020%, at 46138.77 on Wednesday, November 19, 2025, snapping a four-day losing streak. This slight rebound occurred amidst an unsettled trading day as investors keenly awaited Nvidia's (NVDA) highly anticipated quarterly earnings report after market close. The chip giant's performance was a central focus, with significant market attention on whether its results would justify current "AI-tied valuations" that have fueled recent market ralli ...

Market Performance - The Dow Jones Industrial Average closed up 47.03 points (0.1020%) at 46138.77, breaking a four-session losing streak [1] - The market sentiment was largely driven by anticipation of Nvidia's quarterly earnings report, which is expected to have significant implications for the technology sector and overall market [1] Company Highlights - Nvidia (NVDA) led the gainers among Dow components, rising 1.83% as traders positioned themselves ahead of its earnings announcement [2] - Other notable gainers included Johnson & Johnson (JNJ) with a 1.36% increase and Caterpillar (CAT) up 1.33% [2] - Cisco Systems (CSCO) and Sherwin-Williams (SHW) both saw gains of 1.28% [2] Decliners - Boeing (BA) was the biggest laggard, dropping 2.97% [3] - Salesforce (CRM) followed with a decline of 2.36%, while UnitedHealth Group (UNH) fell by 1.93% [3] - Merck & Co. (MRK) saw a decrease of 1.62%, and Microsoft (MSFT) was down 1.47% [3] Market Sentiment - The mixed performance across sectors indicates a market grappling with individual company news and broader economic factors, particularly in anticipation of Nvidia's earnings [3]