本报讯 （记者 王拓 李嘉豪） 11月18日，2025产业链供应链国际合作交流会暨企业家太湖论坛在无锡举 行。省长刘小涛参加有关活动，调研产业链供应链对接情况并会见跨国企业高管。他指出，要搭好用好 高水平国际合作交流平台，与全球企业携手探索和合共生的协作机制，围绕新兴产业和特色产业强链补 链延链，实现更广领域更深层次更高质量互利共赢。 副省长赵岩，省政府秘书长赵建军参加活动。 在会见辉瑞公司全球高级副总裁彭振科一行时，刘小涛表示，辉瑞公司长期与中国医药创新同频共振， 积极促进中国健康产业发展。江苏是全国生物医药产业核心集聚区，生物医药新领域新管线新产品研发 布局早、活力足，产业、人才和资金优势突出，双方合作基础良好、空间广阔。江苏将扎实推进生物医 药全产业链开放创新，持续打造市场化、法治化、国际化一流营商环境，同辉瑞公司在研发生产、销售 运营等环节深度合作，共同推动生物医药全产业链提质升级。 彭振科表示，江苏创新活力足、产业链供应链强，双方合作成效显著。辉瑞公司将加大在苏布局力度， 与更多江苏企业、科研团队开展联合研发，把更好的服务和产品从江苏带到全球市场，惠及广大患者。 2025企业家太湖论坛首次增设产业链 ...

Core Insights - Nvidia's partnerships with Eli Lilly and Johnson & Johnson highlight a growing trend in the pharmaceutical industry to leverage AI for accelerating drug discovery and enhancing healthcare operations [1][4]. Group 1: AI in Drug Discovery - Eli Lilly aims to expedite drug discovery processes by creating a new Nvidia-chip powered "supercomputer" and "AI factory" set to launch by early 2026, utilizing AI models trained on extensive experimental data [3]. - The average cost and time for new drug discovery exceed $2 billion and over a decade, respectively, indicating a significant opportunity for AI to streamline these processes [2]. Group 2: Applications in Healthcare - Johnson & Johnson's partnership with Nvidia focuses on using AI to create simulated environments for surgical teams, enhancing training and improving clinical outcomes [4]. - The potential for generative AI in the pharmaceutical and medical products sectors could unlock tens of billions in value by improving drug discovery, clinical trials, and treatment administration [5]. Group 3: Customization and Specificity - There is a growing demand for AI solutions tailored to specific business needs within the pharmaceutical industry, moving away from generic platforms [7][8]. - Eli Lilly's Chief AI Officer emphasizes the importance of proprietary data and customized AI models to drive significant advancements in drug discovery [8]. Group 4: Future of AI in Surgery - The integration of physical AI in surgical settings could lead to a hybrid model where human surgeons collaborate with robots and digital agents, potentially transforming surgical techniques [10][11]. - The World Health Organization projects a global shortfall of 11 million health workers by 2030, underscoring the need for AI to assist in healthcare delivery [10].

整理 | GLP1减重宝典内容团队 近期公布的临床结果让市场对口服减重药物的前景产生了新的思考。 礼来的orforglipron与Viking Therapeutics的VK2735未能达到投资人期 待的减重效果，引发股价剧烈震荡 ，也让外界重新评估口服疗法的市场潜力。William Blair的分析师Andy Hsieh指出，口服减重药在美国可 能难以取代注射制剂的主导地位，但在低收入和中等收入国家或许能发挥更大作用。 ▍注射药仍占主导地位 根据预测， 到2030年口服疗法或将占据全球抗肥胖药物市场的四分之一。 但在美国市场，Hsieh认为注射型肽类仍会保持主导。"在美国，患 者和医生更倾向于选择能带来最大体重下降的方案，"他说。William Blair预计，Viking的VK2735未来八到九成的收入将来自皮下注射版本， 口服剂型的贡献相对有限。 VK2735的表现略显不同。在II期研究中，口服版本在13周内实现了10.9%的安慰剂校正减重，接近理想值。但不容忽视的是，其试验中患者 退出率较高，耐受性成为潜在隐患。Hsieh强调，口服药物的理想目标是既能达到注射剂同等的体重下降，又能保证较好的耐受性，但 ...

格隆汇11月19日｜礼来(LLY.US)涨1.6%报1047.44美元，创下历史新高，市值接近1万亿美元。 ...

来源：滚动播报 礼来涨超1.6%，15个交易日13天上涨，续刷历史新高，市值接近1万亿美元。 ...

Deep-pocketed investors have adopted a bullish approach towards Eli Lilly (NYSE:LLY), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in LLY usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 21 extraordinary options activities for Eli Lilly. ...

Truist将礼来的目标价从1038美元上调至1182美元，维持"买入"评级。(格隆汇) ...

What have been your key takeaways from your India roll out so far, and which strategic calls have worked for you in this market?One of the most important aspects to look at is the unmet need in India. There are nearly 100 million people living with obesity and diabetes who can potentially benefit from this medication.Coming to the launch of tirzepatide, a couple of things account for the success we've had to date. The first is the product itself. Tirzepatide (Mounjaro) offers a dual mechanism—it is the firs ...

中国抗ED药行业调研简报 | 2025/08 www.leadleo.com 报告标签：勃起功能障碍、男科 2025年8月 报告提供的任何内容（包括但不限于数据、文字、图表、图像等）均系头豹研究院独有的高度机密性文件（在报告中另行标明出处者除外）。未经头豹 研究院事先书面许可，任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反上述约定的行为发生，头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标，头豹研究院无任何前述名 称之外的其他分支机构，也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 1 Q1：现阶段中国抗ED药市场的竞争格局如何？ 头豹调研简报 | 2025/08 抗ED药行业 | | 西地那非 | 他达拉非 | 阿伐那非 | 爱地那非 | 伐地那非 | 司美那非 | 妥诺达非 | | --- | --- | --- | --- | --- | --- | --- | --- | | 原研药商品名 | 万艾可 | 希爱力 | Stendra | 欢力士 | 艾力达 | 昂伟达 | 泰妥妥 ...

Core Insights - Eli Lilly and Company is set to open a new Lilly Gateway Labs site in Philadelphia, enhancing its commitment to fostering biotech innovation in key life sciences hubs [2][3] Company Expansion - The new Gateway Labs site will span 44,000 square feet at 2300 Market, a life sciences facility developed by Breakthrough Properties, providing early-stage biotech companies with fully equipped wet lab facilities and strategic scientific engagement [2] - This expansion in Philadelphia adds to Lilly's existing Gateway Labs locations in Boston, South San Francisco, and San Diego, reinforcing its strategy to establish innovation centers in areas with strong research and entrepreneurial ecosystems [2][3] Biotech Innovation Support - Lilly Gateway Labs is part of the broader Lilly Catalyze360 initiative, which includes Lilly Ventures and other programs aimed at supporting biotech innovation through access to capital, lab space, and advanced research capabilities [3] - Since the inception of the first Gateway Labs site in 2019, resident companies have collectively raised over $3 billion, contributing to the development of more than 50 therapeutic programs [3][5] Industry Context - Philadelphia is recognized as a leading biotech innovation hub, with a history of significant contributions to vaccine development, gene therapy, and Alzheimer's research, making it an ideal location for the new Gateway Labs site [2] - The establishment of the Philadelphia site is expected to catalyze community-building among biotechs, venture partners, and other stakeholders in the life sciences sector [2]