亚盛医药董事长兼首席执行官杨大俊日前接受中国证券报记者专访时表示，依托在细胞凋亡通路等领域 的深耕积累，公司确立了源头创新与全球竞争的核心定位，未来将持续以临床需求为导向深化管线布 局，通过全球化与商业化双轮驱动实现向生物制药企业的转型，不断让中国原创新药惠及全球患者。 而两款核心产品的成功研发逻辑，也延伸为公司在研管线的筛选标尺。杨大俊表示，公司在研管线筛选 有三大核心标准：聚焦临床未满足需求、重视疾病生物学机制研究、具有成药性。 谈及创新药投入与产出的平衡，他坦言实操难度大，核心是遵循"早失败、低成本失败"原则。具体做法 包括两点：一是坚守研发标准，对难以跻身行业前三或进度落后的靶点果断止损；二是数据驱动，全程 以临床前及临床数据为决策依据。 全球布局双轮并进 杨大俊表示，公司全球布局将坚持临床开发（CD）与商务开发（BD）同步推进。 聚焦临床未满足需求 亚盛医药成立于2009年，是一家聚焦肿瘤等领域未满足临床需求的全球创新药企，依托在细胞凋亡通路 关键蛋白抑制剂、激酶突变体抑制剂、蛋白降解剂等领域的深耕，公司已搭建起丰富的高价值创新药管 线。其中新一代BTK靶向蛋白降解剂APG-3288成为近期全球创新 ...

亚盛医药董事长兼首席执行官杨大俊日前在接受中国证券报记者专访时表示，依托在细胞凋亡通路等领 域的深耕积累，公司确立了源头创新与全球竞争的核心定位，未来将持续以临床需求为导向深化管线布 局，通过全球化与商业化双轮驱动实现向生物制药企业的转型，不断让中国原创新药惠及全球患者。 聚焦临床未满足需求 亚盛医药成立于2009年，是一家聚焦肿瘤等领域未满足临床需求的全球创新药企，依托在细胞凋亡通路 关键蛋白抑制剂、激酶突变体抑制剂、蛋白降解剂等领域的深耕，公司已搭建起丰富的高价值创新药管 线。其中新一代BTK靶向蛋白降解剂APG-3288成为近期全球创新管线布局的核心亮点之一。该药物作 为公司基于PROTAC技术平台自主研发的首个新型高效、高选择性BTK降解剂，也延续了公司聚焦高难 度靶点、填补临床空白的研发逻辑。 公司近年来成功获批两款重磅1类新药，核心品种耐立克于2021年获批上市，作为中国首个第三代BCR- ABL抑制剂，其获批适应症已全部纳入国家医保目录，大幅提升患者用药可及性；另一重磅产品利生妥 于2025年7月获批上市，为中国首个国产原创Bcl-2抑制剂，填补了相关治疗领域的临床空白。 杨大俊表示，利生妥打破 ...

亚盛医药成立于2009年，是一家聚焦肿瘤等领域未满足临床需求的全球创新药企，依托在细胞凋亡通路 关键蛋白抑制剂、激酶突变体抑制剂、蛋白降解剂等领域的深耕，公司已搭建起丰富的高价值创新药管 线。其中新一代BTK靶向蛋白降解剂APG-3288成为近期全球创新管线布局的核心亮点之一。该药物作 为公司基于PROTAC技术平台自主研发的首个新型高效、高选择性BTK降解剂，也延续了公司聚焦高难 度靶点、填补临床空白的研发逻辑。 公司近年来成功获批两款重磅1类新药，核心品种耐立克于2021年获批上市，作为中国首个第三代BCR- ABL抑制剂，其获批适应症已全部纳入国家医保目录，大幅提升患者用药可及性；另一重磅产品利生妥 于2025年7月获批上市，为中国首个国产原创Bcl-2抑制剂，填补了相关治疗领域的临床空白。 杨大俊表示，利生妥打破了艾伯维Bcl-2抑制剂维奈克拉长达九年的垄断地位，这是核心团队自1995年 起深耕该靶点、历经21年临床开发，前后推进三个化合物进入临床研究后的成果。该靶点研发难度极 高，全球众多药企布局却鲜有成功。 亚盛医药董事长兼首席执行官杨大俊日前在接受中国证券报记者专访时表示，依托在细胞凋亡通路等领 ...

● 本报记者 傅苏颖 亚盛医药董事长兼首席执行官杨大俊日前在接受中国证券报记者专访时表示，依托在细胞凋亡通路等领 域的深耕积累，公司确立了源头创新与全球竞争的核心定位，未来将持续以临床需求为导向深化管线布 局，通过全球化与商业化双轮驱动实现向生物制药企业的转型，不断让中国原创新药惠及全球患者。 聚焦临床未满足需求 亚盛医药成立于2009年，是一家聚焦肿瘤等领域未满足临床需求的全球创新药企，依托在细胞凋亡通路 关键蛋白抑制剂、激酶突变体抑制剂、蛋白降解剂等领域的深耕，公司已搭建起丰富的高价值创新药管 线。其中新一代BTK靶向蛋白降解剂APG-3288成为近期全球创新管线布局的核心亮点之一。该药物作 为公司基于PROTAC技术平台自主研发的首个新型高效、高选择性BTK降解剂，也延续了公司聚焦高难 度靶点、填补临床空白的研发逻辑。 而两款核心产品的成功研发逻辑，也延伸为公司在研管线的筛选标尺。杨大俊表示，公司在研管线筛选 有三大核心标准：聚焦临床未满足需求、重视疾病生物学机制研究、具有成药性。 谈及创新药投入与产出的平衡，他坦言实操难度大，核心是遵循"早失败、低成本失败"原则。具体做法 包括两点：一是坚守研发标准， ...

Core Insights - The core competitive advantage of pharmaceutical companies lies in innovation, with Yipinhong aiming to achieve "Best-in-class" and "First-in-class" products for global markets [1] R&D Investment and Innovation - Yipinhong has positioned itself among the top tier in the industry for R&D investment, focusing on children's medicine and chronic disease treatments, with 15 innovative drug projects in its pipeline [2] - The company plans to designate 2024 as a year of transformation and innovation, with R&D investment expected to account for 22.40% of its revenue, marking it as a leader in innovation transformation among domestic pharmaceutical companies [2] - In Q1 2025, Yipinhong maintained high R&D spending, reaching 74.23 million yuan, a year-on-year increase of 18.71% [2] Market Potential and Trends - The Chinese pharmaceutical market has shifted from low-value generics to innovative drugs, with the market share of innovative drugs in core hospitals increasing from 21% in 2015 to 29% in 2024 [3] - The number of innovative drugs under development in China reached 704 in 2024, making it the global leader in this area [3] Addressing Unmet Medical Needs - Yipinhong's AR882, an innovative drug for gout treatment, targets significant unmet clinical needs in the global market, with an estimated 1.42 billion people projected to suffer from high uric acid levels and gout by 2030 [4] - In China, there are approximately 200 million patients with high uric acid levels, with around 20 million suffering from gout, indicating a growing demand for effective treatments [4] Drug Efficacy and Recognition - Clinical results from AR882's Phase I and II trials show superior efficacy and safety compared to existing first-line gout medications, making it a potential first-in-class oral drug for dissolving gout stones [5] - AR882 has received fast-track designation from the FDA and is recognized as a key product by the National Medical Products Administration in China, indicating strong potential for market success [5] Global R&D Pipeline Development - Yipinhong is focusing on the GLP-1 drug class, aiming to develop convenient oral formulations and new mechanisms to address safety and tolerability issues [6] - The company is also exploring the PROTAC technology platform for drug development, particularly in immunological indications [6] Strategic Focus and Future Plans - Yipinhong's R&D pipeline is taking shape with multiple projects aimed at providing clinically valuable innovative drugs, emphasizing unmet clinical needs and global perspectives [7] - The company plans to enhance its children's medicine portfolio, addressing the lack of available pediatric drugs due to the complexities involved in their development [7] - For 2025, Yipinhong aims to expand its innovative drug development through various strategic collaborations and partnerships, enhancing its product pipeline in children's and chronic disease medications [8]