新浪科技讯 12月1日午间消息，近日，淘宝闪购正式发布了"淘宝闪购健康卡"（以下简称"健康卡"） 与"AI找药"两大核心产品，并宣布与生态伙伴共同打造全新的"全周期健康服务入口"。 责任编辑：李铁民 据悉，"健康卡"将接入成为88VIP会员权益，而"AI找药"则由通义实验室联合打造，这标志着淘宝闪购 与阿里生态的全面融合又迈出了突破性的一步。 淘宝闪购还与科赴、赫力昂、华润三九、国药太极、葵花药业、云南白药、晖致中国、广药白云山、华 润江中等品牌及"AI找药"战略合作伙伴动势科技，共同签署了"健康守护计划"战略合作协议。各方将深 入探索数字化合作，在医药零售从"药品销售"向"健康管理"升级的大潮中，为行业提供确定性增长路 径。 ...

（图片来源：摄图网） 11月27日，中国疾控中心哨点监测数据显示，全国门急诊流感样病例中流感阳性率已逼近45%，整体进入中 流行水平，部分省份更是达到高流行水平。首都医科大学附属北京佑安医院专家研判，南北方流感活动正处 快速上升期，预计12月中上旬多省将迎来高峰，下旬将覆盖全国绝大部分地区。 流感病毒分为甲、乙、丙、丁四型，当前我国流感流行毒株以甲型H3N2亚型为主，占比超过95%，同时伴 随甲型H1N1和乙型Victoria系共同流行。与乙型流感相比，H3N2亚型表现出更剧烈的呼吸道症状——剧烈 咳嗽、严重鼻塞，发热比例显著升高，且更易侵袭下呼吸道引发肺炎等并发症。这种临床特征直接推高了抗 病毒药物的使用需求。 监测数据显示，甲流特效药在沈阳、长春等北方城市的销量增长了1.5倍以上，电商平台的检测订单量环比 更是增长了63%。 甲流特效药是专门针对甲型流感病毒感染进行治疗性药物研发、生产和销售的医药。 中国共有6类甲流特效药 目前，中国共有6类甲流特效药，分别是玛巴洛沙韦、帕拉米韦、磷酸奥司他韦、扎那米韦、盐酸金刚乙胺 和昂拉地韦，其中昂拉地韦是国内首个获批药物临床试验的用于治疗甲流的小分子RNA聚合酶抑制 ...

Zuellig Pharma Unveils State-of-the-Art Clinical Trial Support Innovation Center in South Korea to Support Both Domestic and Global Clinical Research NeedsNew facility is set to be South Korea's most advanced automated hub for clinical logistics and sourcing, reinforcing the nation's position as a leader in clinical research innovationNovember 30, 2025 9:30 PM EST | Source: Media OutReachGyeonggi-do, South Korea--(Newsfile Corp. - November 30, 2025) - Zuellig Pharma, a leading healthcare solut ...

022-28451618 SAC NO：S1150511010016 cuijian@bhzq.com 崔健 渤海证券研究所晨会纪要（2025.12.01） 宏观及策略研究 联储降息仍存分歧，国内政策积极布局——宏观经济周报 固定收益研究 新征程，辨而明，变则通——信用债 2026 年投资策略 震荡中寻锚——利率债 2026 年投资策略展望 行业研究 晨会纪要（2025/12/01） 编辑人 国常会部署推进基本医保省级统筹——医药生物行业周报 证 券 研 究 报 告 晨 会 纪 要 请务必阅读正文之后的声明 渤海证券股份有限公司具备证券投资咨询业务资格 1 of 7 晨会纪要（2025/12/01） 宏观及策略研究 联储降息仍存分歧，国内政策积极布局——宏观经济周报 周 喜（证券分析师，SAC NO：S1150511010017） 宋亦威（证券分析师，SAC NO：S1150514080001） 严佩佩（证券分析师，SAC NO：S1150520110001） 靳沛芃（研究助理，SAC NO：S1150124030005） 1、就外围环境而言 美国方面，9 月零售销售虽维持正增，但表现不及预期，较前值明显放缓 ...

ab 26 November 2025 Powered by YES UBS Evidence Lab Global Research China Healthcare 2025 GLP-1 consumer survey: improving access, affordability and treatment duration Wave 2 survey points to improving user fundamentals for GLP-1 drugs UBS Evidence Lab conducted the second wave of the China GLP-1 consumer survey (first wave in 2024). Our key takeaway is a generally improving user base for GLP-1 drugs in terms of access and affordability. In addition, we note users for both type 2 diabetes (T2DM) and weight ...

[Nov 29th 2025] The world this week Leaders Letters By Invitation Briefing Asia China United States The Americas Middle East & Africa Europe Britain International Business Finance & economics Science & technology Culture Economic & financial indicators Obituary | 下一章节 | 主菜单 | The world this week | 下一章节 | 主菜单 | Politics Business The weekly cartoon | 下一项 | 章节菜单 | 主菜单 | The world this week Politics 11月 27, 2025 04:38 上午 President Donald Trump said that "tremendous progress" had been made in negotiations betwee ...

Aerial view of vehicles being driven on the road through the central business district on October 5, 2020 in Beijing, China.Asia-Pacific markets opened December mostly in the red Monday as traders parsed fresh manufacturing data from China and rising expectations of a U.S. Federal Reserve rate cut this month.Traders are pricing in an 87.4% chance of a quarter-point rate cut for the upcoming Fed meeting on Dec. 10, according to the CME FedWatch Tool.Hong Kong's Hang Seng Index opened 0.13% lower, while the m ...

Core Viewpoint - Pfizer is facing significant challenges due to declining revenues from its COVID-19 products and a looming patent cliff, but it has potential growth opportunities through strategic acquisitions and advancements in AI drug discovery [2][4][5]. Financial Performance - Pfizer's shares have decreased by approximately 50% since December 2022, primarily due to a drop in revenue from its COVID-19 vaccine Comirnaty and pill Paxlovid, which accounted for over 54% of its $100.3 billion revenue in 2022 [2][3]. - In Q3 2025, Paxlovid revenue fell by 55% year-over-year, while Comirnaty revenue decreased by 20% [2]. - The company's Q3 revenue dropped from $22.6 billion in 2022 to $16.7 billion in the latest quarter, indicating a significant decline in sales [3]. Patent Expiration Concerns - Pfizer is facing a patent cliff, with key patents expiring for its pneumococcal vaccine Prevnar 13 in 2026 and for anticoagulant Eliquis, breast cancer treatment Ibrance, and prostate cancer therapy Xtandis in 2027 [4]. - The patent expiration of Eliquis alone generated $7.4 billion in revenue in 2024, contributing to an expected $236 billion revenue impact on the pharmaceutical industry by 2030 [4]. Strategic Acquisitions - Pfizer's acquisition of biotech start-up Metsera for approximately $10 billion aims to enter the $133 billion weight loss drug market, which is projected to grow significantly by 2030 [6][7]. - Metsera's pipeline includes promising obesity drugs MET-097i and MET-233i, with potential peak sales of $5 billion annually [8]. AI Drug Discovery Initiatives - Pfizer has made substantial investments in digital infrastructure, enabling it to process over 50 billion clinical data points annually, which has accelerated its drug development processes [12]. - The Pfizer-Amazon Collaboration Team (PACT) initiative has led to 14 AI and machine learning projects that save Pfizer's scientists 16,000 hours of search time annually and reduce infrastructure costs by 55% [13]. - The company anticipates $7.7 billion in overall savings while reinvesting $500 million into research and development, showcasing the efficiency gains from AI [14]. Market Outlook - The pharmaceutical industry is expected to benefit significantly from AI, with McKinsey & Co forecasting an annual delivery of $110 billion, indicating potential growth for Pfizer if it captures even a portion of this market [17]. - Pfizer offers a dividend yield of 6.9%, which is significantly higher than the average S&P 500 company, making it an attractive option for income-oriented investors [18].

Group 1 - Merck & Co., Inc. has been upgraded by Wells Fargo to Overweight from Equal Weight, with a new price target of $125, up from $90, due to recent business developments and pipeline advancements [2] - The company is entering a "catalyst-rich period" over the next 12–18 months, with multiple pipeline readouts expected, positioning it well to offset the anticipated loss of exclusivity for Keytruda [2] - Merck announced an acquisition of Cidara Therapeutics for approximately $9.2 billion, aimed at diversifying its portfolio ahead of Keytruda's patent expiration [3] Group 2 - Merck's management estimates that its 20-drug developmental pipeline could generate up to $50 billion in annual revenue at peak, with full realization expected by the mid-2030s [4] - The company has increased its quarterly dividend by 4.9% to $0.85 per share, marking the 15th consecutive year of dividend growth [4] - Merck is recognized for its strong oncology portfolio and also produces treatments for diabetes, an HPV vaccine, and a chickenpox vaccine [5]

Core Insights - Johnson & Johnson (JNJ) plans to acquire Halda Therapeutics for $3.05 billion to enhance its oncology pipeline, particularly in therapies for solid tumors and prostate cancer [2] - This acquisition marks JNJ's second significant transaction in 2023, following a $14.6 billion acquisition of Intra-Cellular Therapies earlier in the year [2] - Halda's leading candidate, HLD-0915, is a prostate cancer therapy in early-to-mid-stage clinical development, with additional candidates targeting various tumor types [3] Financial Performance - In the third quarter, JNJ reported revenue of $15.56 billion from its Innovative Medicine division, surpassing analysts' expectations of $15.42 billion [3] Company Overview - Johnson & Johnson is a global healthcare company involved in the research, development, and production of a wide range of pharmaceuticals and medical technologies [4]