每经记者｜林姿辰 每经编辑｜魏官红 2025年的中国创新药圈，BD（商务拓展）交易不算新鲜事，迈威生物与Calico的合作却格外引人关注。Calico是谷歌母公司Alphabet旗下、由原基因泰克 CEO（首席执行官）Arthur D.Levinson掌舵的抗衰龙头，此前已有整整十年未收购过外部品种。迈威生物成立仅8年时间，是一家还没有盈利的创新药企 业。 这场打破惯例的合作，让迈威生物一夜成名，助推公司今年以来股价涨幅超140%，9月初总市值一度接近240亿元，创下历史新高。 "年初我们对5款有BD潜力的创新品种排序时，IL-11（白介素-11）抗体排在最末，没想到它成了第一款落地的BD项目，具备First-in-Class（同类首创）的潜 力，吸引力远超预期。"近日，迈威生物创始人、董事长、CEO刘大涛在接受《每日经济新闻》记者专访时表示，比起Best-in-Class（同类最优），自己更喜 欢First-in-Class，"技术一定会被迭代，但'全球新'背后是对生物学机制、靶点与疾病关系的深度认知，这才是真正的创新"。 出乎意料的"抗衰"BD，助推公司股价翻了一倍 今年1月，刘大涛在大洋彼岸第一次见到了 ...

Core Viewpoint - The innovative drug sector in the A-share market has seen significant stock price increases, with several leading companies achieving over 100% growth in 2023, driven by breakthroughs in new drug development [1] Group 1: Company Developments - Shuyou Shen's investigational drug for hemophilia has received breakthrough therapy designation and has submitted a conditional marketing application [1] - Taiankang's innovative drug CKBA ointment has been recognized for its research published in the top immunology journal, Immunity, highlighting its potential in treating vitiligo [1][2] - The research team led by Wang Honglin at Shanghai Jiao Tong University has identified a novel pathogenic mechanism in vitiligo involving sensory neurons and CGRP, which could lead to new treatment strategies [6][7] Group 2: Clinical Trials and Research Findings - The study revealed that blocking the CGRP receptor with Rimegepant significantly inhibits disease progression in vitiligo mouse models and shows promising results in a clinical trial with 57 patients [2][8] - The ongoing Phase II clinical trial for CKBA ointment aims to evaluate its safety and efficacy in non-segmental vitiligo patients, with results expected in July 2023 [11] - The research indicates that CKBA ointment can effectively suppress autoreactive CD8+ T cells, offering a differentiated approach compared to existing treatments [12] Group 3: Market Potential - The global prevalence of vitiligo is estimated at 0.5% to 2%, with approximately 30 million patients in China, indicating a substantial market opportunity for effective treatments [9][12] - The potential market for innovative vitiligo drugs in China is projected to exceed 20 billion yuan, highlighting the demand for targeted therapies [12] - Despite the approval of Ruxolitinib for vitiligo, its market share remains limited, underscoring the need for new therapies to meet patient needs [12]