9月11日，国新办举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时期卫生健康工作 发展成就。据介绍，我国在研新药数量占全球数量的比例超过20%，跃居全球新药研发第二位。 但实际上，近期辉瑞、默沙东等美国制药巨头与中国药企签下的创新药授权协议不断刷新规模，相当一 部分中美药企在创新药产业链上下游的深化合作已成趋势。首先，在中国创新药的对外授权交易中，美 国药企通过购买中国创新药授权，获取中国企业的知识产权与产品，而非中国企业并购美国企业并获得 其技术。 其次，美国药企更加依赖中国创新药而不是相反。美国大型药企核心产品专利逐渐到期，用较低的价格 购买中国创新药专利，能够填补其专利到期的缺口，保持完整的管线，确保未来业务保持可持续的增 长。如果美国药企无法继续购买中国企业授权，那么其在短期内即使投入很高的研发成本也并不一定能 够产生成果，反而可能面临较大的风险。 其三，中国企业正在贡献全球1/3的创新药物专利，而全球购买授权的大型跨国药企，有一半来自欧 洲，日本等其他地区药企也积极寻求与中国企业合作。因此，若美国限制中国创新药准入，长远来看可 能削弱其在全球制药行业的领先地位。 9月11日的创新 ...

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]