我国慢性病死亡率已占总死亡的88.5%，其中心血管疾病、癌症、糖尿病等为主要负担。慢性病负担 重、病程长、成因复杂，其治理必须依托多部门协作与全民参与。 中国在全球新药研发的创新生态中扮演日益重要的角色，也吸引了跨国企业持续扩大在华研发布局。第 一财经记者关注到，在近期阿斯利康、诺华举办的多场会议中，慢病领域正与肿瘤、罕见病领域一起， 成为这些跨国巨头关注的战略重点。 作为健康"头号杀手"的心血管疾病是典型的慢病，也是中国城乡居民的首位死因，全国患者总数约3.3 亿人，给患者家庭和社会医疗系统带来了沉重的经济压力。 吴静呼吁，应让患者参与到政策制定与实施过程，弥合政策制定与真实需求之间的鸿沟，结合循证科 学，提高政策的精准性与可操作性，促进医患协同并优化落实效果，真正实现"众力共策"，促进慢性病 防控。 近年来，中国不断提升的基础研究能力和丰富的临床研究资源，也为疾病生物学和创新药的研发提供了 坚实基础。诺华、阿斯利康等跨国巨头也都在将中国更早地融入全球研发网络中，并不断加强对中国科 研人才的支持。 在阿斯利康最近举办的研发日上，公司透露，阿斯利康通过研发中国转化医学研究基金，已在肿瘤、慢 性病和罕见病领域支 ...

Core Insights - Swiss drugmaker Novartis announced that its targeted radiotherapy treatment Pluvicto has demonstrated a 28% reduction in the risk of progression or death in patients with prostate cancer [1] Company Summary - Novartis is focusing on innovative treatments for cancer, with Pluvicto being a significant advancement in targeted radiotherapy [1] Industry Summary - The announcement highlights the ongoing advancements in cancer treatment, particularly in targeted therapies, which are becoming increasingly important in improving patient outcomes [1]

Core Insights - Novartis presented new data on Pluvicto™ at the ESMO Congress 2025, highlighting its efficacy in treating metastatic hormone-sensitive prostate cancer [1][5] Efficacy of Pluvicto - Pluvicto combined with standard of care (SoC) showed a 28% reduction in the risk of radiographic progression or death compared to SoC alone in patients with PSMA+ metastatic hormone-sensitive prostate cancer (mHSPC) [2][7] - An early positive trend in overall survival was observed with a hazard ratio (HR) of 0.84, indicating potential benefits in long-term outcomes [3][7] - The overall response rate (ORR) was higher in the Pluvicto plus SoC group (85.3%) compared to SoC alone (80.8%) [3][7] Safety Profile - The safety profile of Pluvicto was consistent with previous studies, with grade ≥3 adverse events reported in 50.7% of patients receiving Pluvicto plus SoC, compared to 43% in the SoC group [4][7] - Common adverse events included dry mouth, fatigue, nausea, hot flush, and anemia [4] Regulatory and Market Implications - PSMAddition marks the third positive Phase III trial for Pluvicto, reinforcing its potential to improve outcomes in earlier stages of metastatic prostate cancer [5][7] - Novartis plans to submit these findings to regulatory authorities by the end of the year, which could double the number of patients eligible for Pluvicto [7] Unmet Need in mHSPC - Approximately 172,000 men are diagnosed with mHSPC annually in major markets, with most progressing to metastatic castration-resistant prostate cancer (mCRPC) within 20 months [6] - The progression to mCRPC is associated with significantly worse outcomes, highlighting the urgent need for effective therapies [6][7] About Pluvicto - Pluvicto is a radioligand therapy that targets PSMA-expressing cells, delivering treatment directly to cancer cells [9][10] - It is the only PSMA-targeted agent approved for PSMA+ mCRPC and has shown clinical benefits in mHSPC [10] Novartis and RLT - Novartis is advancing cancer care through radioligand therapy (RLT), focusing on targeted radiation to treat advanced cancers [11] - The company is expanding its RLT manufacturing capabilities to meet growing demand [11]

Core Insights - Novartis presented new data on Pluvicto™ from the Phase III PSMAddition trial, showing significant improvements in treatment outcomes for patients with metastatic hormone-sensitive prostate cancer [1][5]. Efficacy of Pluvicto - Pluvicto combined with standard of care (SoC) reduced the risk of radiographic progression or death by 28% (HR 0.72; 95% CI: 0.58, 0.90) compared to SoC alone in patients with PSMA+ metastatic hormone-sensitive prostate cancer [2][6]. - An early positive trend in overall survival (OS) was observed with a hazard ratio of 0.84 (95% CI: 0.63, 1.13) for patients treated with Pluvicto plus SoC [3][6]. - The complete response rate was higher in the Pluvicto plus SoC group (57.1%) compared to SoC alone (42.3%), and the overall response rate was also numerically higher (85.3% vs. 80.8%) [3][6]. - Pluvicto delayed progression to metastatic castration-resistant prostate cancer (mCRPC) with a hazard ratio of 0.70 (95% CI: 0.58, 0.84) [3][6]. Safety Profile - The safety profile of Pluvicto was consistent with previous studies, with grade ≥3 adverse events reported in 50.7% of patients in the Pluvicto plus SoC arm compared to 43% in the SoC alone group [4][6]. - Common adverse events included dry mouth, fatigue, nausea, hot flush, and anemia [4][6]. Regulatory and Market Implications - PSMAddition is the third positive Phase III trial for Pluvicto, building on previous successes that led to FDA approval for mCRPC in March 2025 [5][6]. - Novartis plans to submit the new data to regulatory authorities by the end of the year, which could potentially double the number of patients eligible for Pluvicto [5][6]. Unmet Medical Need - Approximately 172,000 men are diagnosed with metastatic hormone-sensitive prostate cancer annually in major markets, highlighting the urgent need for effective therapies [6][7]. - Most patients with this condition progress to mCRPC, which is associated with significantly worse outcomes and a life expectancy of less than two years [7][6]. About Pluvicto - Pluvicto is a radioligand therapy that targets PSMA-expressing cells, delivering treatment directly to prostate cancer cells [9][10]. - It is the only PSMA-targeted agent approved for PSMA+ mCRPC and the first to show clinical benefit in mHSPC in a Phase III trial [10]. Novartis and Radioligand Therapy - Novartis is advancing cancer care through radioligand therapy, focusing on targeted radiation to treat advanced cancers [11]. - The company is expanding its RLT manufacturing capabilities to meet growing demand and is exploring new isotopes and combination therapies for various cancers [11].

After 5 years, Kisqali® plus endocrine therapy consistently shows significant and clinically meaningful benefit in invasive disease-free survival1 Kisqali remains the only CDK4/6 inhibitor demonstrating consistent and clinically meaningful benefit across the broadest population of HR+/HER2- early breast cancer (EBC) patients, including those with node-negative disease1 Data also show a 29.1% risk reduction in distant disease-free survival, and a positive trend in overall survival*1 With a median of around t ...

Core Insights - Novartis received a positive opinion from the CHMP of the EMA for Scemblix (asciminib) to treat adult patients with Philadelphia chromosome-positive chronic myeloid leukemia in chronic phase across all treatment lines [1][4] Group 1: Treatment Efficacy - Scemblix showed superior major molecular response (MMR) rates compared to all tyrosine kinase inhibitors (TKIs) in the Phase III ASC4FIRST trial, achieving 67.7% MMR at week 48 versus 49.0% for investigator-selected TKIs [2][5] - At week 96, Scemblix maintained superior MMR rates of 74.1% compared to 52% for investigator-selected TKIs [7] - The treatment demonstrated fewer dose reductions and half the rate of adverse events leading to discontinuation compared to existing therapies [2][4] Group 2: Patient Impact - The availability of Scemblix is expected to provide patients with better treatment options, improving their chances of achieving key efficacy milestones while maintaining quality of life [2][3] - Approximately 50% of newly diagnosed CML patients miss treatment goals within one year, highlighting the need for more effective and tolerable treatment options [6] Group 3: Regulatory and Market Position - Scemblix is already approved in over 20 countries, including the US, Japan, and China, and is recommended by the 2025 European LeukemiaNet guidelines for newly diagnosed Ph+ CML-CP patients [3][9] - If approved by the European Commission, Scemblix will expand access to treatment for four times as many patients in Europe [6]

在当今商业环境中，高素质人才的吸引与留存已成为企业面临的首要挑战。一项涵盖千家跨国企业的调研显示，72%的CEO将人才缺口与技能短 缺列为企业发展的最大障碍。经济合作与发展组织(OECD)更发出警示：此类短缺"将严重阻碍企业技术革新与绿色转型进程，进而削弱市场竞争 力并延缓可持续发展步伐"。 作为全球医药巨头诺华集团的首席人力与组织发展官，Rob Kowalski指出：要破解人才困局，企业人力资源领导者与管理层必须突破传统薪酬福 利框架，构建更具吸引力的雇主价值主张。 "具有竞争力的薪酬固然重要，但特别是对高层级人才而言，增加1-2万美元年薪并不构成决定性优势。"Kowalski强调，"当代人才追求更有意义的 事业。他们选择加入，是因为认同企业推动社会进步的使命愿景。" Kowalski认为，能够彰显并支撑这种深层动机的组织文化，才是人才战略的核心竞争力。企业领导者应当以共同使命凝聚团队，让员工意识到他 们正在参与超越个人职业目标与企业利润的宏大事业。这种推动积极变革的集体认同感，正是顶尖人才最为珍视的价值。 诺华在使命驱动方面具备天然优势——其医药产品研发与全球分销网络直接关乎人类健康福祉。在许多关键领域， ...

Core Insights - Novartis AG has experienced a lack of significant updates over the past 12 months, leading to a relatively stagnant stock performance [2] Group 1 - The stock has delivered a total return that has not been specified, indicating a period of underperformance [2] - The company has not been a focus for coverage updates recently, suggesting a potential lack of investor interest or significant developments [2] Group 2 - The article emphasizes the importance of tracking attractive risk/reward situations in the biotech sector, which may be relevant for investors looking at Novartis [1]

Core Insights - Novartis AG has experienced a relatively stagnant performance over the last 12 months, leading to a lack of updates on the company's coverage [2]. Group 1: Company Performance - The stock of Novartis AG has delivered a total return that has not been specified in the provided content, indicating a period of underperformance [2]. Group 2: Investment Opportunities - The Growth Stock Forum focuses on identifying attractive risk/reward situations in growth stocks, particularly in the biotech sector, suggesting potential investment opportunities in this area [1].

Core Insights - Novartis announced positive final results from the late-stage APPLAUSE-IgAN study on Fabhalta (iptacopan) for adults with IgA nephropathy (IgAN), showing significant efficacy in slowing disease progression [1][2][8] - Fabhalta received accelerated approval in the U.S. in August 2024 for reducing proteinuria in adults with IgAN at risk of rapid disease progression [1] - The positive study results will support Novartis' regulatory submission for traditional FDA approval in 2026 [3][8] Drug Approvals and Pipeline - Fabhalta has received FDA and European Commission approval for treating adults with paroxysmal nocturnal hemoglobinuria (PNH) and is also approved in China for IgAN [4] - The drug is being evaluated for various rare kidney diseases, including atypical hemolytic uremic syndrome and lupus nephritis [5] - Novartis' portfolio includes other candidates like Vanrafia (atrasentan) and zigakibart for IgAN [5] Competitive Landscape - Travere Therapeutics' Filspari (sparsentan) is also approved for slowing kidney function decline in adults with primary IgAN [5][6] - Filspari received full approval in September 2024 based on long-term results from the PROTECT study [6] Financial Performance and Strategic Moves - Novartis has shown strong performance, with shares gaining 36.7% year-to-date compared to the industry's 7.5% growth [9] - The company is focused on strategic acquisitions, including the planned acquisition of Tourmaline Bio, Inc. for $1.4 billion, which will enhance its cardiovascular pipeline [11][12] - Novartis aims to strengthen its pipeline through both organic growth and acquisitions [11]