30名外籍人士获颁2025年上海市白玉兰系列奖项 中新社上海9月29日电 (高志苗 许婧)2025年"上海市荣誉市民""白玉兰荣誉奖"颁授仪式29日在上海举 行，丹麦籍人士李曦萌、瑞士籍人士施万获"上海市荣誉市民"称号，法国籍人士埃里克·科尼埃尔等28 人获"白玉兰荣誉奖"。 2025年荣获"上海市荣誉市民"称号的李曦萌是中国丹麦商会全国创始会长、特雷通集团创始人兼首席执 行官，为促进中国和丹麦经贸领域的交流合作、推动上海发展和对外友好交往作出卓越贡献。施万是罗 氏集团董事会主席，他长期关注中国和上海的发展，推动罗氏上海创新中心、罗氏中国加速器项目在沪 落地，自2009年起连续16年参加上海市市长国际企业家咨询会议，并于2024年起担任会议主席。 李曦萌接受中新社记者采访时表示，"白玉兰精神"代表着上海对外籍人士的认可，也象征着这座城市的 开放与包容。"上海是我的家，在我居住的33年里，我深刻感受到这座城市的欢迎、开放和包容，来自 商业界、政府，尤其是来自上海人民的热情接纳。" 据了解，上海市政府自1989年起设立并形成以白玉兰为名的常设性系列综合奖项，以表彰和感谢杰出外 籍人士为上海经济建设、社会发展和对外 ...

罗氏的一位发言人提及曾经于8月25日发布的公告，内容涉及其基因泰克(Genentech)部门在美国北卡罗 来纳州霍利斯普林斯建设该设施的计划，以及罗氏承诺在美国市场制造和研发方面投资500亿美元。 罗氏与诺华是瑞士两家最大规模的制药公司，在全球制药领域也占据重要地位，两者均在美国拥有重要 的生产业务。诺华也在今年早些时候作出在美国市场进行大额投资承诺，但未立即回应置评请求。 一位行业消息人士预计，基于美国方面的初步指示，特朗普周四所列的关税很可能不适用于这两家瑞士 医药巨头。 瑞士政府则表示，相关部门正在分析特朗普药品关税政策措施的潜在影响，但目前尚不清楚具体影响。 当地时间9月25日，美国总统特朗普宣布，自10月1日起，美国将对多类进口产品实施新一轮高额关税， 其中对任何品牌或专利的医药产品征收100%的关税。特朗普表示，药品关税不适用于在美国建厂的公 司，他将这些工厂定义为"破土动工"或"在建"。值得注意的是，今年以来，特朗普多次针对医药行业出 台政策，"降药价"和"医药供应链回流美国"为其中两大主题。 有华尔街分析师指出，高度依赖美国市场的欧洲医药巨头——如诺华、罗氏、赛诺菲、阿斯利康以及拜 耳等巨头— ...

Group 1 - Roche's U.S. unit has commenced construction on a new facility in August [1] - The company has committed to significant investments in the U.S. following President Trump's recent tariff announcement [1]

Group 1 - Roche aims to become a top three player in the global obesity market, competing with Novo Nordisk and Eli Lilly as it advances its experimental weight-loss drug to late-stage trials [1][2] - The company announced that its CT-388 weight loss injection is entering phase III trials, which is the final stage before seeking regulatory approval, indicating progress in Roche's obesity treatment pipeline [2] - Roche plans to launch its suite of obesity treatments by 2030, despite currently having no approved obesity drugs on the market [2] Group 2 - Roche is co-developing the Petrelintide drug candidate in a $5.3 billion partnership with Zealand Pharma, which is a significant step in its obesity treatment strategy [3] - Petrelintide is an amylin analog that complements Roche's existing GLP-1 offerings, including CT-388 and CT-996, acquired through the purchase of Carmot Therapeutics in late 2023 [4] - The company is committed to accelerating the timeline for Petrelintide's development [3]

Core Viewpoint - Pfizer announced the acquisition of innovative drug company Metsera for up to $7.3 billion, aiming to strengthen its position in the rapidly growing obesity treatment market [1][3] Group 1: Acquisition Details - Pfizer will acquire Metsera at a cash price of $47.50 per share, representing a 43% premium over the company's previous closing price [3] - Additional payments of $22.50 per share may be made to Metsera shareholders upon achieving specific performance milestones [3] - Following the announcement, Metsera's stock surged over 60% to $53.8, while Pfizer's stock rose approximately 2% [3] - The transaction is expected to be completed by Q4 2025 [3] Group 2: Market Context - The global obesity drug market is projected to reach $150 billion by early 2030, driven by the rapid adoption of GLP-1 therapies from companies like Novo Nordisk and Eli Lilly [3] - Major pharmaceutical companies are competing to develop next-generation obesity treatments, including hormone-based drugs that help maintain muscle mass while reducing fat [3] Group 3: Metsera's Product Pipeline - Metsera has a pipeline of experimental obesity drugs, including the GLP-1 injection MET-097i and the pancreatic hormone mimetic MET-233i, which is currently in early clinical trials [3] - MET-233i is being studied for a monthly single-agent therapy and in combination with MET-097i [3] - Early clinical data for MET-233i suggests it has "potential best-in-class characteristics" [3] Group 4: Competitive Advantage - Analysts suggest that more convenient dosing regimens could provide Pfizer with a competitive edge in the market [4] - Leerink Partners analysts predict that the peak sales for Metsera's pipeline products could exceed $5 billion [4] - Pfizer executives express confidence in the monthly dosing regimen of Metsera's drugs, highlighting its potential to improve patient adherence and weight maintenance [5] Group 5: Industry Trends - The global weight loss market remains highly competitive, with Roche recently announcing its strategy to become one of the top three companies in the obesity treatment field [5] - Roche's entry into the obesity treatment market was marked by its acquisition of Carmot Therapeutics in December 2023 [5]

Core Insights - Genentech, a member of the Roche Group, presented new data for Ocrevus and the investigational BTK inhibitor fenebrutinib at the 41st ECTRIMS Congress in Barcelona [1] - The new data indicates that Ocrevus significantly benefits in preventing disability progression [1] Company Overview - Genentech is part of the Roche Group, which is publicly traded on the SIX Swiss Exchange and OTCQX [1] - The company focuses on innovative treatments for multiple sclerosis, showcasing its commitment to research and development in this area [1] Industry Context - The presentation at ECTRIMS highlights ongoing advancements in multiple sclerosis treatments, particularly the role of Ocrevus and fenebrutinib [1] - The event serves as a platform for sharing significant clinical data and fostering collaboration within the multiple sclerosis research community [1]

Core Viewpoint - Roche is strengthening its position in the cardiovascular, renal, and metabolic diseases (CVRM) sector through the acquisition of 89bio for $3.5 billion, securing the innovative MASH drug Pegozafermin, which is currently in Phase III clinical trials [1][10]. Group 1: Acquisition Details - Roche's acquisition of 89bio focuses on Pegozafermin, which has the potential to generate peak sales exceeding $5 billion, as the global MASH drug market is projected to reach $35 billion by 2030 [1][2]. - The acquisition agreement includes a base price of $14.50 per share plus up to $6 per share in contingent value rights (CVR), potentially bringing the total deal value to $3.5 billion [4][8]. - The CVR stipulates additional payments based on Pegozafermin achieving specific sales milestones, potentially adding up to $1 billion for 89bio's shareholders [5][6][7]. Group 2: Market Potential and Demand - MASH affects an estimated 5%-7% of the adult population globally, with significant unmet clinical needs, particularly in China and the U.S., where the number of patients is expected to rise substantially by 2032 [2][4]. - The MASH treatment landscape has seen numerous failures, making Pegozafermin's potential as a first-in-class therapy particularly promising [4][19]. Group 3: Roche's CVRM Strategy - Roche's CEO emphasized that the acquisition enhances the company's CVRM product portfolio and opens opportunities for combination therapies with existing projects [11]. - Roche has a diverse pipeline in the CVRM space, including several promising candidates such as GLP-1 drugs and RNAi therapies, indicating a strategic focus on this area for future growth [14][16][17]. - The company has invested in multiple potential blockbuster drugs, including Petrelintide and Zilebesiran, to solidify its position in the metabolic and cardiovascular markets [17][19]. Group 4: Competitive Landscape - The MASH treatment field is highly competitive, with over 60 active clinical trials and multiple candidates from major pharmaceutical companies, highlighting the intense research activity in this area [19][22]. - Roche's strategic investments and acquisitions are aimed at building a comprehensive network in the CVRM sector, positioning the company for significant growth in this rapidly evolving market [22][23].

Core Insights - Roche Holdings AG aims to become a leading player in the growing weight-loss drug market, advancing its obesity pipeline into late-stage development to compete with Eli Lilly and Novo Nordisk [1] - The company has initiated a Phase 3 trial for its experimental obesity treatment CT-388, which was acquired through the 2023 purchase of Carmot Therapeutics [1][2] - Roche plans to have six obesity and related-condition therapies on the market by 2030, with three expected to generate over $1 billion in annual sales [3] Obesity Drug Pipeline - CT-388 has shown significant weight loss results in a Phase 1b trial, demonstrating its potential effectiveness as a once-weekly subcutaneous injection over 24 weeks [2] - Teresa Graham, head of Roche's pharmaceutical division, emphasized the company's commitment to becoming a top three player in the obesity drug market [3] Strategic Acquisitions - Roche has made significant acquisitions to bolster its obesity portfolio, including Zealand Pharma's experimental therapy petrelintide for up to $5.3 billion and U.S. biotech 89bio for up to $3.5 billion, targeting liver disease treatments [4] Other Developments - Roche released positive results from the Phase 3 evERA study for giredestrant in combination with everolimus for specific breast cancer types, meeting both co-primary endpoints and showing improvement in progression-free survival [5][6] - The giredestrant combination was well tolerated, with no new safety signals observed, marking a significant achievement in head-to-head trials [7]

Market Overview - US stock index futures are all down ahead of the market opening, with Dow futures down 0.30%, S&P 500 futures down 0.26%, and Nasdaq futures down 0.32% [1] - European indices show mixed results, with Germany's DAX down 0.75%, UK's FTSE 100 up 0.01%, France's CAC40 down 0.32%, and the Euro Stoxx 50 down 0.41% [2][3] - WTI crude oil prices fell by 0.82% to $61.89 per barrel, while Brent crude oil dropped by 0.79% to $66.15 per barrel [4] Federal Reserve and Economic Indicators - The US stock market reached historical highs last week, driven by expectations of interest rate cuts from the Federal Reserve, with key speeches from Fed officials expected this week [5] - The market is closely watching the upcoming inflation data, with expectations that the core PCE price index will show a month-on-month increase of 0.2% and a year-on-year increase of 2.9% [5] Technology Sector Impact - The increase in H-1B visa fees to $100,000 has raised concerns in the tech industry, particularly in California, where companies rely heavily on skilled foreign workers [5] - Despite this, optimism remains in the tech sector, with analysts suggesting that the recent market rally could continue, particularly for large tech stocks [5] Investment Strategies - Goldman Sachs predicts that the Fed's rate cuts will extend the bull market in US stocks, recommending investments in interest-sensitive sectors like real estate and finance [6] - The S&P 500 index is projected to reach 6200 points by the end of 2025, indicating potential for further gains if inflation continues to decline [6] Cryptocurrency Market - The cryptocurrency market faced significant sell-offs, with over $15 billion in long positions liquidated, leading to a drop in total market capitalization below $400 billion [7] - Ethereum and Bitcoin experienced sharp declines, with Ethereum's price dropping nearly 9% at one point [7] Precious Metals - Gold prices reached a new record high of $3728.26 per ounce, driven by rising expectations for interest rate cuts, while silver also saw significant gains, reaching a 14-year high [8] Corporate News - Pfizer announced a $4.9 billion acquisition of Metsera to strengthen its obesity drug pipeline, with a 43% premium over Metsera's last closing price [9][10] - Nvidia partnered with Abu Dhabi's TII to establish the first AI technology center in the Middle East, focusing on next-generation AI models and robotics [10] - Vodafone signed a £2 billion contract with Ericsson and Nokia to expand its network coverage in the UK, addressing the need for revenue in a sluggish mobile market [11] - BBVA increased its offer by 10% to acquire Banco Sabadell, valuing the deal at approximately €17 billion ($20 billion) [12] - Roche's new breast cancer drug showed positive results in a Phase III trial, potentially extending progression-free survival for patients [13] Strategic Focus - HSBC is shifting its strategic focus towards Asia and the Middle East, recognizing the significant capital flow and wealth in these regions [13]

Core Insights - Roche's Giredestrant has achieved positive results in the Phase III evERA study for breast cancer, extending progression-free survival (PFS) for patients with specific types of advanced breast cancer [1][2] - The total survival data remains immature but shows a "clear positive trend," indicating potential for future efficacy [1] - Roche's acquisition of 89bio Inc. for up to $3.5 billion aims to enhance its product pipeline in the growing obesity and related disease treatment market [1] Group 1 - Giredestrant is a next-generation oral selective estrogen receptor degrader (SERD) designed to inhibit estrogen binding to estrogen receptors, thereby slowing cancer cell growth [2] - The evERA study is a randomized, open-label, multi-center clinical trial assessing the efficacy and safety of Giredestrant combined with Everolimus compared to physician's choice of endocrine therapy plus Everolimus in ER+/HER2- advanced or metastatic breast cancer patients [2] - The primary endpoint of the study is progression-free survival (PFS) in the intention-to-treat (ITT) population and the ESR1 mutation subgroup, with a focus on patients who have previously received CDK4/6 inhibitors [2]