中国创新药行业正迎来从规模扩张向价值跃升的关键转折。 当行业普遍面临赛道拥挤、同质化竞争的挑战时，本土药企该如何突破困局，实现高质量发展？ 近日，21世纪经济报道记者在东阳光科技园见到东阳光药首席科学家（CSO）林凯。他刚刚结束一场内部的项目会，一开始接受记者采访时略 微紧张，但很快便放松下来。 对于上述问题，林凯给出了清晰的答案："不盲目跟风，做更具创新性的事情。" 在他看来，真正的创新不是扎堆热门靶点的"内卷"，而是聚焦未被满足的临床需求，以差异化布局构建核心竞争力，这也是中国创新药从跟跑 迈向领跑的核心逻辑。 拥有30年海外医药研发经验的林凯，从宾夕法尼亚大学博士毕业后，先后在诺华等多家跨国药企工作25年，亲历了全球创新药研发的迭代升 级。 也正是这段工作经历，让林凯对创新药研发、团队构建与项目推进，尤其在海外跨国药企（MNC）的研发与管理岗位上经验丰富。 《21世纪》：东阳光药在创新药的立项和产品开发上有何策略？目前主要聚焦哪些核心领域？ 林凯：我们是"两条腿走路"的平衡策略。一方面选经过临床验证的传统靶点，在前人基础上创新，保证公司营收稳定和研发团队支撑；另一方 面也投入研发力量做更具创新性的产品， ...

Core Insights - The Chinese innovative pharmaceutical industry is experiencing a critical transition from scale expansion to value enhancement [1] Group 1: Industry Challenges and Strategies - The industry faces challenges such as overcrowding and homogeneous competition, prompting local pharmaceutical companies to seek high-quality development [2] - A clear strategy proposed is to avoid blindly following trends and instead focus on more innovative projects that address unmet clinical needs [3][5] Group 2: Research and Development Focus - The company employs a balanced strategy in innovative drug development, focusing on both clinically validated traditional targets and more innovative products with higher added value [4] - Current R&D efforts are concentrated in three core areas: infectious diseases, metabolic diseases, and oncology, with a focus on unmet clinical needs [4] Group 3: Clinical Trials and Product Development - The company is advancing its innovative drug, HEC585, for idiopathic pulmonary fibrosis (IPF), with promising Phase II clinical trial results showing significant improvement over existing treatments [5][6] - The drug has completed Phase II trials and is moving into Phase III, with a focus on addressing the urgent clinical needs of approximately 300,000 patients in China [5] Group 4: AI in Drug Development - The company has developed an AI drug discovery platform that leverages over 20 years of laboratory data, enhancing the efficiency of drug development processes [7] - AI has significantly reduced the time required for drug screening, with one project seeing a 50% reduction in development time [8] Group 5: International Expansion - There is a growing trend of Chinese innovative drugs entering international markets, driven by improved R&D capabilities and the need to cover development costs for rare diseases [12] - The company has taken concrete steps towards internationalization, including partnerships for overseas commercialization and regulatory approvals for its products [13] Group 6: Market and Policy Considerations - The company emphasizes the importance of aligning drug development with both clinical and market needs, considering international markets in its strategic planning [14] - The focus is on addressing high-incidence diseases with limited treatment options, which not only benefits patients but also attracts policy support [14]

Core Insights - The Chinese innovative pharmaceutical industry is transitioning from scale expansion to value enhancement, facing challenges such as market saturation and homogeneous competition [2] - Companies need to focus on innovative solutions that address unmet clinical needs rather than following trends [3] Company Strategy - The company adopts a "two-pronged" strategy, balancing traditional validated targets with innovative products to ensure stable revenue while pursuing high-value innovations [4] - Current research focuses on three core areas: infectious diseases, metabolic diseases, and oncology, with a particular emphasis on unmet clinical needs [4] Response to Market Challenges - The company recognizes that a crowded market wastes resources and emphasizes the need for innovative approaches, such as combining existing targets for new therapeutic directions [6] - The company is advancing its anti-fibrotic drug, HEC585, for idiopathic pulmonary fibrosis (IPF), showing significant clinical trial results that outperform competitors [6][7] AI in Drug Development - The company has developed an AI drug discovery platform that leverages over 20 years of laboratory data, enhancing the efficiency of drug development processes [8] - AI has significantly reduced the time required for drug development, exemplified by a project that entered clinical trials 50% faster due to AI integration [9] International Expansion - The trend of Chinese innovative drugs entering international markets is increasing, driven by improved R&D capabilities and the need for broader market access [12] - The company is actively pursuing international collaborations and has made significant progress in preparing its products for the U.S. market [13][14] Market Positioning - The company emphasizes the importance of addressing both clinical and market needs, focusing on high-prevalence diseases with limited treatment options to align with policy support [16] - The company’s strategy includes leveraging its strengths in specific therapeutic areas while planning for international market entry [16]

21世纪经济报道记者林典驰、实习生陈慧东莞报道 从AI制药平台的密集落地，到创新药出海交易的规模攀升，再到多层次支付体系为高价值新药开辟通 路，站在2025年年末回望，中国创新药行业正迎来从规模扩张向价值跃升的关键转折。 当行业普遍面临赛道拥挤、同质化竞争的挑战时，本土药企该如何突破困局，实现高质量发展？ 12月17日，21世纪经济报道记者在东阳光科技园见到东阳光药首席科学家（CSO）林凯。他刚刚结束一 场内部的项目会，一开始接受记者采访时略微紧张，但很快便放松下来。 对于上述问题，林凯给出了清晰的答案："不盲目跟风，做更具创新性的事情"。 在他看来，真正的创新不是扎堆热门靶点的"内卷"，而是聚焦未被满足的临床需求，以差异化布局构建 核心竞争力，这也是中国创新药从跟跑迈向领跑的核心逻辑。 拥有30年海外医药研发经验的林凯，从宾夕法尼亚大学博士毕业后，先后在诺华等多家跨国药企工作25 年，亲历了全球创新药研发的迭代升级。 也正是这段工作经历，让林凯对创新药研发、团队构建与项目推进，尤其在海外跨国药企（MNC）的 研发与管理岗位上经验丰富。 20年前，诺华在上海筹建研究院时，他曾考虑回国，但由于家庭原因，他暂时搁 ...