24家中国创新药企JPM大会“秀”实力

Core Insights - The 44th JPMorgan Healthcare Conference (JPM 2026) took place from January 12 to 15 in San Francisco, focusing on biotechnology, biopharmaceuticals, and AI in medicine, serving as a significant investment and trading window for the global biopharmaceutical industry [2] Group 1: Market Reactions - Following the announcement of the JPM conference, both A-shares and Hong Kong stocks in the pharmaceutical sector saw a collective surge, with companies like Rongchang Biopharmaceutical, Hongbo Pharmaceutical, and Boji Pharmaceutical hitting the daily limit up in A-shares [2] - In Hong Kong, companies such as Cornerstone Pharmaceuticals, Qiming Medical, and Rongchang Biopharmaceutical also performed notably well [2] Group 2: Clinical Research and Innovations - A total of 24 domestic innovative pharmaceutical companies are set to showcase their clinical data at the JPM conference, with seven companies presenting in the main session, including WuXi AppTec and BeiGene [3] - BeiGene will discuss the progress of its core products, including the widely approved BTK inhibitor, Brukinsa, and its new BCL2 inhibitor, which is the first of its kind approved in China for treating certain lymphomas [3] - Ascentage Pharma will present advancements in its apoptosis pipeline, focusing on inhibitors targeting key proteins involved in cancer treatment [4] Group 3: Business Development and Collaborations - The JPM conference is expected to be a hotspot for business development (BD) transactions, with five BD deals already announced in January, showcasing China's leading position in various technological fields [6] - Rongchang Biopharmaceutical signed an exclusive licensing agreement with AbbVie for its new PD-1/VEGF dual-specific antibody drug, potentially worth up to $5.6 billion [6] - Yilian Biopharmaceutical reached a licensing agreement with Roche for its YL201 project, securing an upfront payment of $570 million and additional milestone payments [6] Group 4: AI in Pharmaceuticals - The rapid development of AI has made it a focal point for many innovative pharmaceutical companies, with firms like Hengrui Medicine and BeiGene integrating AI technologies into their drug development processes [5] - NVIDIA and Eli Lilly announced a $1 billion investment to establish a joint research lab in the San Francisco Bay Area to accelerate AI applications in the pharmaceutical industry [5]