每经记者｜林姿辰 陈星 每经编辑｜文 多 2025年的中国医药行业步履铿锵、亮点纷呈，而作为行业发展的核心引擎，生物医药正迎来属于自己的历史性跨越。截至12月7日，今 年国内获批上市的创新药数量达到69个，较去年全年的48个实现大幅跃升，创新研发成果呈现井喷之势。 在创新药市场，今年另一大核心关键词非BD（商务拓展）莫属。 每经媒资库图 医药魔方发布的《2025Q1~Q3医药交易趋势分析》显示，2025年前三季度，中国医药领域对外授权交易总金额已达920.3亿美元。若将 第四季度信达生物与武田制药达成的重磅合作纳入统计，中国创新药的对外授权总额已突破1000亿美元大关——这意味着，平均每天 有2.7亿美元的国际资本在为中国原研创新药的价值投出信任票。 回望2025年那些刷屏的健康热点新闻，其背后离不开政策制定者的顶层设计、产业从业者的深耕细作和大众的坚定信心。这比金子更 珍贵的精神财富，共同铸就了本年度十大健康时事新闻。或许其中部分事件你未曾留意，又或许有些事件早已被淡忘，此刻不妨跟随 我们的脚步，一同回看那些改写国人健康答案的关键瞬间。 关键词①：创新药 事件：2025年政府工作报告首次明确"制定创新药目录 ...

每经记者｜林姿辰 陈星 每经编辑｜文多 2025年，生物医药正迎来历史性跨越,无论是国内获 批上市的创新药数量再创新高，还是中国创新药对外授权 总金额突破1000亿美元，其背后离不开政策制定者的顶层 设计、产业从业者的深耕细作,以及普通大众的坚定信 心。这份比金子更珍贵的精神财富，共同铸就了改写国人 健康答案的关键瞬间。 每经记者 | 林姿辰 陈星 阿尔茨海默病新药开出中国 首方 /U/ZD ٺ德 一生制药与辉瑞授权交易额高 达60.5亿美元 中国侵入式脑机接口进入临床 试验阶段 政府工作报告再提"创新药" 拥亏 创新药龙头百济神州首次实现 扣亏为盈 创新药临床申请审批开"2倍速" 7 % 嶺顶 百利天恒临床数据惊艳全球 HPV疫苗进入国家免疫规划 首版商保创新药目录发布 爆发 中国创新药BD总额破千亿美元 普京 新闻：2025年3月，创新药在基本医疗卫生服务中被划重点："健全药品价格形成机制，制定创新药目录，支持创新药发展。"在年初就为2025年创新药行 业发展渲染了明快色调。 y 9 % 暖心 2025年的中国医药行业步履铿锵、亮点纷呈，而作为行业发展的核心引擎，生物医药正迎来属于自己的历史性跨越。截至1 ...

Core Viewpoint - The news highlights the supply issues surrounding GV-971 (甘露特钠胶囊), a drug for Alzheimer's disease, which has led to a significant price increase and potential production halt due to regulatory challenges and cash flow problems faced by the manufacturer,绿谷制药 [1][3][5]. Group 1: Supply and Demand - GV-971 has been experiencing a supply shortage since six months ago, with recent reports indicating complete stockouts, causing prices to surge from 296 yuan to between 830 yuan and 1,033 yuan per box [1]. - Over 9,300 patients have requested the drug, and more than 1,200 doctors have urged the company to ensure continuous supply [1]. - The company is in communication with relevant authorities to expedite the review process for the drug's certification renewal [1][2]. Group 2: Regulatory and Clinical Background - GV-971 was conditionally approved in November 2019, becoming the first drug targeting the "gut-brain axis" mechanism for Alzheimer's treatment [3]. - The drug's approval was contingent upon the submission of long-term carcinogenicity data, which was completed and submitted in December 2019, showing no carcinogenic risk [3]. - The drug has been under review since October 2024, but its approval status remains pending, possibly due to ongoing debates regarding its efficacy [4]. Group 3: Financial Performance and Market Impact - Since its launch, GV-971 has reportedly benefited over 500,000 patients, with sales reaching 2.13 million boxes in 2024 alone [5]. - The drug's sales have grown at a compound annual growth rate of 343.2% since its approval, with hospital sales reaching 170 million yuan and retail sales at 156 million yuan in 2022 [5]. - The company has faced severe cash flow issues, leading to temporary layoffs and reduced salaries for employees [2]. Group 4: Alternative Treatments and Market Landscape - Despite the supply issues with GV-971, other established treatments for Alzheimer's disease, such as cholinesterase inhibitors and NMDA receptor antagonists, remain available [6]. - Newer drugs like Eli Lilly's donanemab and Eisai's lecanemab have also entered the market, providing additional options for patients [7]. - The Alzheimer's drug development landscape is characterized by high investment and risk, with over $100 billion invested globally, yet only one drug successfully launched from over 200 clinical trials [8][9].