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一季度狂揽4100亿，中国创新药出海狂飙，这些A股公司或受益
21世纪经济报道· 2026-03-29 14:10
视频丨陈泽锴 2026年首季，中国创新药产业便迎来开门红。 记者丨 李益文 编辑丨叶映橙 不过，在行业高速发展的同时，产业面临的挑战与隐忧同样不容忽视。当前国内创新药领域热 门靶点同质化竞争的问题依然突出，以PD-1/PD-L1抑制剂为例，国内已有十余款产品获批上 3月28日，国家药监局发布的最新数据显示， 2026年一季度中国创新药对外授权交易总额已突 破600亿美元 （约合人 民币 4146亿元 ） ，接近2025年全年1356.55亿美元的一半 ，延续了中 国创新药在全球BD（商务拓展）市场的强劲表现。与此同时，新药上市审批端同样传来利 好。截至3月27日， 国家药监局已批准10款创新药上市，其中国产创新药达8款，同样创同期 历史新高。 在产业端的突破性进展，资本市场早已迅速反应。3月27日，恒生港股通创新药指数大涨 6.1%，板块内多只龙头个股涨幅超10%，反映出投资者对中国创新药产业的强烈信心。 所谓创新药BD（商务拓展），是指药企通过买卖、许可、合作等方式在全球范围内整合研发 与商业化资源、实现价值最大化的业务模式。其中，对外授权交易（Licensing-out）是核心组 成部分，即药企将自主研发 ...
Eli Lilly reaches $2.75 billion deal with Insilico to bring AI-developed drugs to the global market
CNBC· 2026-03-29 13:36
BEIJING — U.S. pharmaceutical giant Eli Lilly has reached a $2.75 billion deal to bring drugs developed using artificial intelligence by Hong Kong-based Insilico Medicine to the global market.The agreement will give Insilico $115 million up front, with the remainder subject to regulatory and commercial milestones, along with royalties on future sales, according to the companies' announcement Monday.Insilico has developed at least 28 drugs using generative AI tools, with nearly half already at a clinical sta ...
Merck: Aggressive M&A Efforts To Prepare For A Keytruda Patent Cliff (NYSE:MRK)
Seeking Alpha· 2026-03-29 13:29
If you like to see more ideas, please subscribe to the Investing Group "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Towards the end of the first quarter, Merck ( MRK ) announced a larger acquisition to ignite some appeal in its pipeline. This was the second-largest deal announced in recent times, as Merck is sp ...
AQST DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Aquestive Therapeutics Investors of Securities Class Action Deadline on May 4, 2026
Prnewswire· 2026-03-29 12:43AI Processing
<!doctype html> <!-- For structured data --> <!-- For language declaration --> AQST DEADLINE ALERT: Faruqi & Faruqi, LLP Reminds Aquestive Therapeutics Investors of Securities Class Action Deadline on May 4, 2026 <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationFaruqi & Faruqi, LLP Securities Litigation Partner James (Josh) WilsonEncourages Investors Who Suffered Losses In Aquestive To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Aques ...
中年男人的“救急药”，卖不动了
凤凰网财经· 2026-03-29 10:49
这款药刚上市的时候，简直是"印钞机"一样的存在，可最近两年，它却明显"卖不动"了。 01 曾躺着就能赚钱，现在连续两年下滑 来源|凤凰网财经《公司研究院》 提起白云山，很多人可能先想到它的板蓝根、复方丹参片，但其实在过去很长一段时间里，真正让白云山赚得盆满钵满的，是一款叫"金戈"的药，也 就是常说的国产伟哥。 金戈的崛起，其实很会"踩时机"。 2014 年之前，国内治疗男性 ED （勃起功能障碍）的药，基本被进口的万艾可（伟哥）垄断，价格贵得离谱，一片就要一百多块，很多人想买却舍 不得。 就在这一年，万艾可的专利到期了，白云山抓住机会，推出了国产仿制药金戈，价格直接降到了万艾可的三分之一。 效果差不多，价格却便宜一大半，老百姓自然愿意买。 刚上市的第一年，金戈只卖了 292 万片，不算多，但第二年就迎来了爆发，一下子卖到了 1495 万片，翻了 5 倍还多。 从 2015 年到 2023 年，这九年时间，金戈就像坐了火箭一样：销量从 1495 万片一路涨到 1.01 亿片，平均每年增长 37% ；销售额也从 2.34 亿 元涨到 12.9 亿元，巅峰时期，每卖 10 块钱，就有 9 块多是利润，毛利率超过 9 ...
速递｜首年只卖1.3亿却亏掉3.4亿，国产长效GLP-1到了生死线前夜？
GLP1减重宝典· 2026-03-29 08:08
整理 | GLP1减重宝典内容团队 银诺医药交出了上市后首份年报。2025年，公司全年收入1.315亿元，全部来自核心产品依苏帕格鲁肽α；同期亏损扩大至3.41亿元，较上年几 乎翻倍。表面看，这是一个首个国产人源化长效GLP-1上市后增收不增利的故事；但放在创新药商业化的节奏里看，这更像是一家Biotech从研 发阶段硬切到市场阶段后，必须经历的一场高强度消耗战。 亏损迅速放大，原因并不复杂。一边是研发继续加码，全年研发开支翻倍至2.06亿元；另一边是商业化全面启动，销售费用一下子冲到1.77亿 元，销售团队也从5人扩张到89人。换句话说，银诺不是产品卖不动才亏钱，而是在产品刚刚上市、渠道刚刚铺开、市场教育刚刚启动的时候， 选择了提前重仓投入。对一家过去几乎没有商业化基础的公司来说，这笔钱本质上是在买时间，也是在抢位置。 真正值得注意的，其实不是亏损，而是收入背后的信号。依苏帕格鲁肽α于2025年2月才开始在中国内地正式商业化，首年便贡献1.315亿元收 入，说明这款药至少已经完成从获批、首方到渠道落地的第一轮切换。更关键的是，它不是靠概念进入市场，而是带着明确差异化来的。依苏 帕格鲁肽α最大的卖点在于半衰期 ...
Novartis IgAN data in New England Journal of Medicine show Fabhalta® slowed kidney function decline by 49.3%
Globenewswire· 2026-03-29 05:15
Fabhalta lowered likelihood of progression to kidney failure by 43% in APPLAUSE-IgAN study140.7% of patients on Fabhalta demonstrated sustained reduction of protein in urine over two years1Fabhalta granted priority review by FDA for traditional approval Basel, March 29, 2026 – Novartis today announced final two-year results from the Phase III APPLAUSE‑IgAN study of Fabhalta® (iptacopan) in IgA nephropathy (IgAN). Fabhalta demonstrated a statistically significant, clinically meaningful improvement in estimat ...
Takeda Pharmaceutical Company Limited (TAK) Discusses Zasocitinib Phase III Psoriasis Data and Commercial Strategy - Slideshow (NYSE:TAK) 2026-03-28
Seeking Alpha· 2026-03-29 02:16
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ULTRAGENYX DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Ultragenyx Pharmaceutical Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important April 6 Deadline in Securities Class Action - RARE
TMX Newsfile· 2026-03-29 02:10
New York, New York--(Newsfile Corp. - March 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) between August 3, 2023 and December 26, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff deadline.SO WHAT: If you purchased Ultragenyx common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency ...
Takeda Pharmaceutical Company (NYSE:TAK) Update / briefing Transcript
2026-03-29 01:32
Takeda Pharmaceutical Company (NYSE:TAK) Update / briefing March 28, 2026 08:30 PM ET Company ParticipantsChinwe Ukomadu - Head of Gastrointestinal and Inflammation Therapeutic Area UnitElizabeth Borgeson - Investor Relations OfficerHidemaru Yamaguchi - Managing DirectorHiroyuki Matsubara - Equity Research Senior AssociateJulie Kim - CEO-ElectRhonda Pacheco - President of U.S. Business UnitTony Ren - Head of Asia Healthcare ResearchConference Call ParticipantsSeiji Wakao - Executive Director and Senior Anal ...