药理学家：这一年，国产创新药正在经历“DeepSeek时刻”

Core Insights - The Chinese pharmaceutical industry is experiencing a significant breakthrough in innovative drug development, marking a decade of progress since 2015, which was recognized as the "Year of Chinese Innovative Drugs" [1][5] - Chronic Kidney Disease (CKD) is emerging as a global public health challenge, with approximately 788 million adults affected worldwide in 2023, highlighting the urgent need for new treatment options [2] - The CAR-T therapy shows promise in addressing kidney disease by targeting pathogenic cells, although initial trials faced challenges [3] Industry Developments - The Chinese government has implemented supportive policies for innovative drug development, including a comprehensive support system that enhances the entire drug development chain [3][4] - Since the "14th Five-Year Plan," over 110 innovative drugs have been approved in China, with the market size reaching 100 billion yuan, and the country now ranks second globally in new drug research and development [5][6] - The approval of 265 innovative drugs since 2018, with a significant increase in approvals in 2025, reflects the growing optimism in the industry regarding the drug development cycle [6] Market Opportunities - By 2030, many major multinational pharmaceutical companies will face patent expirations, creating opportunities for Chinese innovative drugs in areas like tumor immunotherapy and other therapeutic fields [6] - The overseas licensing of Chinese innovative drugs is projected to exceed 100 billion USD by 2025, indicating a shift from simple licensing to collaborative development models [7] - The transformation of Chinese pharmaceutical companies from "sellers" to "partners" in global markets signifies a strategic evolution towards original innovation [7] Future Challenges - The industry must transition from "fast following" to "best in class" and ultimately to "first in class" innovations, necessitating collaboration among research, policy, and capital [8] - Continued patience, courage, and wisdom are required to navigate the complexities of the evolving pharmaceutical landscape in China [8]