2020年9月8日，记者从国药控股获悉，公司与吉利德科学公司(简称"吉利德科学")在上海签署战略合作 协议。双方将充分利用各自在医药创新、市场开拓、渠道与零售管理方面的优势，全面提高慢性乙型肝 炎创新药物在中国患者中的可及性。 吉利德科学全球副总裁、中国区总经理罗永庆表示："自2017年开始在中国的商业运营以来，我们已快 速引入了8个全球创新药物，并通过医保准入和多方合作，持续推动药物的可及性。借助国药控股基层 团队和网络覆盖优势，我相信此次的合作，可以帮助更多有需要的患者改善治疗。" 国药控股总裁刘勇表示："自吉利德科学进入中国以来，双方就围绕抗病毒相关的产品开展了进口总代 理的系列合作，今天的签约开启了战略合作的新篇章。我们将充分发挥品牌、渠道、网络等诸多优势， 不断提高韦立得的终端医疗覆盖，让中国更多的乙肝患者受益。"(张敏) 目前，中国大约有8600万乙肝病毒携带者，约占全球感染人数的1/3。慢性乙型肝炎是由乙型肝炎病毒 导致的可能危及生命的肝脏感染。乙肝患者死于肝硬化和肝癌的风险很高。虽然目前还无法彻底清除慢 性乙型肝炎病毒，但随着抗病毒药物在中国的升级换代，慢性乙肝患者已经有了耐药率极低且安全性保 ...

Core Insights - The article discusses the evolving landscape of the pharmaceutical industry, highlighting the increasing recognition of Shanghai as a new innovation hub alongside traditional centers like Boston and San Diego [3][94]. - It emphasizes the strategic focus of Novartis under CEO Vasant Narasimhan, who has transformed the company into a pure-play innovative drug firm, significantly increasing its market valuation [4][14]. - The role of AI in drug discovery is underscored, with Novartis collaborating with Google’s DeepMind to enhance drug development processes [5][55]. Group 1: Company Strategy and Performance - Novartis, valued at approximately $233 billion, has seen its core valuation rise from about $210 billion since Vasant Narasimhan took over in 2018, with a potential total value of around $330 billion if spun-off businesses are included [4][14]. - The company has shifted its focus from a diversified business model to a concentrated strategy on innovative pharmaceuticals, divesting non-core assets like Alcon and Sandoz [12][14]. - This strategic pivot has resulted in a market capitalization increase to $235 billion, demonstrating the value released through this focus [14]. Group 2: AI and Innovation - AI is viewed as a critical tool for identifying new drug targets and optimizing molecular structures, with Novartis actively engaging in partnerships to leverage AI in drug discovery [5][55]. - The company is exploring the potential of AI to significantly reduce the time required for early-stage drug development, potentially saving years in the process [56][57]. - Novartis is also investing in cutting-edge technology platforms, positioning itself as a leader in areas such as radioligand therapy and gene therapy [19][20]. Group 3: Global Market Dynamics - The article highlights the challenges faced by the European pharmaceutical market, which is becoming increasingly constrained due to government policies that limit the commercialization of innovations [64][65]. - In contrast, the U.S. and China are rapidly expanding their pharmaceutical markets, with China emerging as the second-largest market globally, growing at a double-digit rate [67][93]. - The article notes that many new drugs are now launched first in the U.S. and China, with Europe losing its competitive edge in drug approvals and market access [71][72]. Group 4: Future Directions and Challenges - The future of the pharmaceutical industry is expected to be shaped by advancements in early intervention strategies, gene therapy, and RNA therapies, which could revolutionize treatment paradigms [32][33][37]. - The potential fragmentation of global clinical trial data between the U.S. and China poses a significant risk to drug development, emphasizing the need for collaboration in clinical research [95][96]. - The article concludes with a call for European leaders to take decisive action to revitalize the pharmaceutical sector and ensure that innovation is not stifled by restrictive policies [68][70].