长沙晚报掌上长沙7月10日讯 据《中国企业家》杂志消息被"中间商赚差价"的故事，在创新药行业再次 上演。 6月2日，美国药企BMS与德国药企BNT宣布达成战略合作：双方将共同开发双抗药物BNT327，交易总 金额高达90亿美元。 两家国外药企的交易，却在国内创新药圈引发震动。因为这款被交易的药物，实则是BNT从中国药企普 米斯生物手中"收来"的。 2023年11月，成立仅5年的普米斯生物与BNT达成首笔授权：首付款仅5500万美元，授予后者除大中华 区外的全球权益，潜在里程碑（未来的特定事件，一般包括重要的临床试验节点、商业化进度等）款总 计超10亿美元。一年后，BNT又以8亿美元现金和1.5亿里程碑款全资收购了普米斯生物，将其变为自己 的中国研发中心。 在许多投资者看来，才一年多时间，这款药就溢价了80亿美元量级，普米斯"低价卖青苗"，被中间商赚 了差价。"若是能等到临床试验给出更积极的表现，普米斯将收获的回报可能是一个天文数字。"医药管 理咨询公司北京百思力总经理王恒说。 这并不是第一次，"创新药一哥"恒瑞医药也曾被狠狠赚过一笔。 2023年8月，恒瑞医药将哮喘药SHR-1905海外权益以2500万美元首 ...

Group 1 - The U.S. government has implemented a 10% "minimum benchmark tariff" on trade partners, with certain exemptions for pharmaceuticals and other products [1][2] - The pharmaceutical sector has reacted negatively in the market, with significant declines in various related sectors, including medical services and biopharmaceuticals, with drops ranging from 9.55% to 14.69% [1] - The exemption of pharmaceuticals from the tariff is due to the high reliance of the U.S. on imported active pharmaceutical ingredients (APIs), with 80% of APIs sourced from abroad [2][3] Group 2 - Local pharmaceutical companies have reported minimal impact from the tariff changes, as the tariffs do not apply to innovative drug licensing and trade [5][6] - Companies like Mindray Medical and others have proactively prepared for potential tariff impacts by adjusting their supply chains and inventory strategies [6][5] - The focus on high-quality innovation is emphasized as a key strategy for the Chinese pharmaceutical industry to navigate the challenges posed by tariffs and global competition [8][7] Group 3 - The number of innovative drugs developed by Chinese companies is rapidly increasing, with projections indicating that by the end of 2024, there will be 3,575 active innovative drugs, surpassing the U.S. [7] - Chinese pharmaceutical companies are actively expanding into international markets, with significant license-out transactions and collaborations with multinational corporations [7][8] - The "NewCo" model is emerging as a viable path for Chinese biopharmaceutical companies to innovate and expand internationally, despite geopolitical challenges [8]