Group 1 - Pfizer announced the acquisition of the global rights (excluding mainland China) for the PD-1/VEGF dual antibody drug SSGJ-707 from 3SBio for a total of $6.05 billion, marking a significant milestone for Chinese pharmaceutical innovation [1] - The global pharmaceutical landscape is shifting, with multinational companies increasingly acquiring innovative drug assets from Chinese firms, as evidenced by 29% and 31% of new drug assets being licensed from Chinese companies in 2023 and 2024, respectively [1] - The improvement in China's pharmaceutical industry capabilities in target discovery, molecular design, and R&D efficiency has led to a stronger position in the PD-1/VEGF dual antibody segment, with Chinese companies holding significant influence [1] Group 2 - The success of Chinese innovative drugs is breaking the traditional "follow-up innovation" model, with higher-quality Chinese drugs and R&D pipelines beginning to explore overseas markets [2] - The growth of Chinese innovative drugs is attributed to a decade of technological accumulation and a keen understanding of global pharmaceutical industry changes, necessitating a focus on three strategic support points: seizing innovation leadership, building industry moats, and establishing global influence [2] - Chinese pharmaceutical companies are encouraged to focus on core capabilities in innovation while balancing the need for external licensing opportunities and long-term commitment to R&D [3]
每经热评︱跨国药企在华“扫货” 中国创新资产走向全球舞台中央