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强生创新制药旗下靶向新药利珂在京东健康首发
Zheng Quan Ri Bao· 2025-10-09 12:07
根据2024年全国癌症报告,我国肺癌年新发患者数高达106万,其中非小细胞肺癌占比约85%,EGFR基 因突变作为其最常见的驱动基因,突变率约为50%。庞大的患者群体对疗效更好、副作用更低的创新治 疗方案存在迫切需求。 今年8月份,京东健康与强生创新制药签署了战略合作协议,借助京东健康的全渠道供应链与全场景服 务能力,结合强生创新制药在肿瘤、免疫、神经科学、心肺疾病等多个重点疾病领域的创新药产品优 势,双方将共同探索新品首发、学术交流等合作形式,共同构建以患者为中心的新型医疗服务体系。 (文章来源:证券日报) 本报讯 (记者袁传玺)10月9日,强生公司旗下创新靶向药利珂®(甲磺酸兰泽替尼片)在京东健康线 上首发。利珂®作为创新肺癌靶向药,联合埃万妥单抗用于EGFR突变阳性晚期非小细胞肺癌 (NSCLC)一线治疗,凭借卓越的总生存期获益和安全性优势,为国内庞大的肺癌患者群体带来突破 性治疗选择。京东健康将依托"新特药全网首发第一站"优势能力,提升该创新治疗方案的可及性,让更 多中国肺癌患者能够尽早从中获益。 京东健康将凭借其完善的医药供应链、专业的药事服务能力以及覆盖全国的配送网络,确保包括利珂® 在内的各类新 ...
强生创新制药旗下靶向新药利珂®在京东健康首发
Zheng Quan Ri Bao Wang· 2025-10-09 11:48
京东健康将凭借其完善的医药供应链、专业的药事服务能力以及覆盖全国的配送网络,确保包括利珂®在内的各类新特药 能够安全、高效地触达全国用户。 (编辑 郭之宸) 今年8月份,京东健康与强生创新制药签署了战略合作协议,借助京东健康的全渠道供应链与全场景服务能力,结合强生 创新制药在肿瘤、免疫、神经科学、心肺疾病等多个重点疾病领域的创新药产品优势,双方将共同探索新品首发、学术交流等 合作形式,共同构建以患者为中心的新型医疗服务体系。 本报讯 (记者袁传玺)10月9日,强生公司旗下创新靶向药利珂®(甲磺酸兰泽替尼片)在京东健康线上首发。利珂®作 为创新肺癌靶向药,联合埃万妥单抗用于EGFR突变阳性晚期非小细胞肺癌(NSCLC)一线治疗,凭借卓越的总生存期获益和 安全性优势,为国内庞大的肺癌患者群体带来突破性治疗选择。京东健康将依托"新特药全网首发第一站"优势能力,提升该创 新治疗方案的可及性,让更多中国肺癌患者能够尽早从中获益。 根据2024年全国癌症报告,我国肺癌年新发患者数高达106万,其中非小细胞肺癌占比约85%,EGFR基因突变作为其最常 见的驱动基因,突变率约为50%。庞大的患者群体对疗效更好、副作用更低的创 ...
强生创新制药旗下靶向新药利珂 在京东健康首发
Jing Ji Guan Cha Wang· 2025-10-09 10:09
经济观察网据京东健康黑板报消息,10月9日,强生公司旗下创新靶向药利珂(甲磺酸兰泽替尼片)在京 东健康线上首发。利珂作为创新肺癌靶向药,联合埃万妥单抗用于EGFR突变阳性晚期非小细胞肺癌 (NSCLC)一线治疗,凭借卓越的总生存期获益和安全性优势,为国内庞大的肺癌患者群体带来突破性治 疗选择。京东健康将依托"新特药全网首发第一站"优势能力,提升该创新治疗方案的可及性,让更多中 国肺癌患者能够尽早从中获益。今年8月,京东健康与强生创新制药签署了战略合作协议,借助京东健 康的全渠道供应链与全场景服务能力,结合强生创新制药在肿瘤、免疫、神经科学、心肺疾病等多个重 点疾病领域的创新药产品优势,双方将共同探索新品首发、学术交流等合作形式,共同构建以患者为中 心的新型医疗服务体系。 ...
两款核心产品进入医保后销售放量 迪哲医药上半年营收增长74%
Mei Ri Jing Ji Xin Wen· 2025-08-23 20:27
Core Viewpoint - Dize Pharmaceutical reported a significant increase in revenue driven by the sales of its innovative drugs, despite continuing net losses. The company is actively exploring international market opportunities and assessing diverse collaboration strategies for global commercialization [1][3][5]. Financial Performance - The company achieved a revenue of 355 million yuan in the first half of 2025, representing a year-on-year growth of 74.40% [2]. - The net profit attributable to shareholders was -377 million yuan, compared to -345 million yuan in the same period last year [2]. - The total assets increased by 87.26% to approximately 3.22 billion yuan, while net assets surged by 738.25% to about 1.62 billion yuan [2]. Product Development and Market Potential - The sales growth is primarily attributed to two innovative drugs: Shuwotini and Golixitini, targeting unmet medical needs in specific cancer types [4][5]. - Shuwotini is the first and only FDA-approved drug for EGFR exon20ins non-small cell lung cancer, with an expected peak sales potential of 500 million USD in the U.S. market [3][7]. - Golixitini is the first selective oral JAK1 inhibitor for peripheral T-cell lymphoma, with a projected compound annual growth rate of 2.2% from 2024 to 2030 [4]. Strategic Initiatives - The company plans to invest approximately 1 billion yuan from its fundraising into new drug research and development [6]. - Dize Pharmaceutical is actively evaluating various collaboration methods for overseas market expansion, focusing on pipeline synergy and global commercialization capabilities [3][7]. - The company aims to maximize project value and maintain a strong focus on independent industrial development while exploring international opportunities [7].
医药生物行业周报:医保、商保初审名单公布,关注后续进展-20250818
Donghai Securities· 2025-08-18 09:04
Investment Rating - The report assigns an "Overweight" rating to the pharmaceutical and biotechnology industry, indicating that the industry index is expected to outperform the CSI 300 index by 10% or more over the next six months [2][34]. Core Insights - The pharmaceutical and biotechnology sector saw an overall increase of 3.08% from August 11 to August 15, 2025, ranking 10th among 31 industries and outperforming the CSI 300 index by 0.71 percentage points. Year-to-date, the sector has risen by 25.02%, ranking 4th among the industries and outperforming the CSI 300 index by 18.22 percentage points [4][14]. - The current PE valuation for the pharmaceutical and biotechnology sector is 31.31 times, which is at the historical median level, with a valuation premium of 145% compared to the CSI 300 index [4][20]. - Key sub-sectors that performed well include medical services, chemical pharmaceuticals, and medical devices, with respective increases of 6.60%, 3.80%, and 2.22% [4][13]. Market Performance - The pharmaceutical and biotechnology sector's performance for the week of August 11-15, 2025, showed a 3.08% increase, ranking 10th among 31 industries, and outperforming the CSI 300 index by 0.71 percentage points. Year-to-date, the sector has increased by 25.02%, ranking 4th among industries and outperforming the CSI 300 index by 18.22 percentage points [4][14]. - The top three performing sub-sectors were medical services, chemical pharmaceuticals, and medical devices, with increases of 6.60%, 3.80%, and 2.22% respectively [4][13]. Industry News - On August 12, 2025, the National Medical Insurance Administration announced the preliminary review list of drugs for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Directory, with 534 drugs passing the basic medical insurance review and 121 passing the commercial insurance review [5][28]. - On August 15, 2025, the National Medical Insurance Administration issued a temporary management method for disease-based payment, aimed at reforming the payment method primarily based on disease categories [5][29]. - On August 15, 2025, Novo Nordisk announced that the supplemental new drug application for semaglutide (Wegovy) was approved by the FDA for treating metabolic dysfunction-associated fatty liver disease (MASH) in patients with mid-to-late stage liver fibrosis [5][30]. Investment Recommendations - The report suggests that the pharmaceutical and biotechnology sector continues to strengthen after a slight adjustment, outperforming the broader market index. It recommends focusing on investment opportunities in innovative drugs, CXO, medical devices, traditional Chinese medicine, chain pharmacies, and medical services [6][31]. - Recommended stocks include Betta Pharmaceuticals, Teva Pharmaceutical, Kaili Medical, Anjies, and Huaxia Eye Hospital, while stocks to watch include Kelun Pharmaceutical, Qianhong Pharmaceutical, Haier Biomedical, Kangtai Biological, and Baipusais [6][31].
多款百万一针抗癌药,入围商保创新药目录初审名单
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 07:24
Core Insights - The National Healthcare Security Administration (NHSA) announced the preliminary review results for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, revealing 534 drugs passed the review, with 121 drugs included in the commercial insurance innovative drug catalog [1][2] - This year marks the first implementation of a "dual-track system" for the drug catalog, focusing on basic insurance for essential drugs and providing supplementary coverage for "exclusive new drugs" or "rare disease medications" through commercial insurance [1][2] - The number of drugs passing the preliminary review has significantly increased compared to last year, with the number of drug names outside the catalog rising from 249 in 2024 to 310 [1] Drug Categories and Highlights - Over 98% of the drugs in the announced list are Western medicines, with only two traditional Chinese medicines included [3] - CAR-T therapies, which are at the forefront of cancer treatment, have gained attention, with several priced over 1 million yuan per injection, including products from Fosun Kite, Kintor Pharmaceutical, and Reindeer Biologics [1][2] - Notable entries in the list include innovative drugs from domestic companies, such as Shanghai Xinnian Pharmaceutical's hemophilia B gene therapy and Hengrui Medicine's PD-1 monoclonal antibody [3] Review and Approval Process - Passing the preliminary review does not guarantee inclusion in the basic medical insurance or commercial insurance innovative drug catalog, as further expert evaluations and price negotiations are required [3] - Approximately 80 drug varieties passed the preliminary review for both the basic medical insurance and commercial insurance catalogs, indicating potential for simultaneous negotiations [3]
多款百万一针抗癌药,入围商保创新药目录初审名单
21世纪经济报道· 2025-08-13 07:18
Core Insights - The article discusses the announcement by the National Medical Insurance Administration regarding the preliminary review of 534 drugs for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, along with 121 drugs included in the commercial insurance innovative drug catalog [1][2]. Group 1: Drug Catalog Adjustments - The 2025 drug catalog adjustments implement a "dual-track system," focusing on basic insurance for essential drugs while providing supplementary coverage for "exclusive new drugs" or "rare disease medications" through the commercial insurance innovative drug catalog [1][2]. - A total of 718 applications were received for the basic medical insurance catalog, with 534 approved, while 141 applications were received for the commercial insurance innovative drug catalog, with 121 approved [1][2]. Group 2: CAR-T Therapies - CAR-T therapies, which are personalized cancer treatments, have gained attention due to their high costs, with prices exceeding 1 million yuan per injection for several products [1][2]. - The article highlights that CAR-T therapies are among the first specialty drugs to be included in commercial insurance coverage, with various regions like Jiangsu and Shanghai incorporating them into their insurance plans [2]. Group 3: Drug Composition and Approval Process - The approved drugs are predominantly Western medicines, with over 98% of the list, and only two traditional Chinese medicines included [3]. - The approval of drugs through preliminary review does not guarantee inclusion in the basic medical insurance or commercial insurance catalogs, as further expert evaluations and price negotiations are required [3]. Group 4: Pricing and Negotiation - Approximately 80 drug varieties passed the preliminary review for both the basic medical insurance and commercial insurance catalogs, indicating potential for simultaneous negotiations [3]. - Drugs that exceed the basic insurance pricing limits may still qualify for the next evaluation stage, but their final inclusion depends on successful negotiations [3].
商保创新药目录药品初审名单公布,多款百万抗癌药在列
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-13 05:43
Core Insights - The National Healthcare Security Administration (NHSA) announced the preliminary review results for the 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance drug catalog, revealing 534 drugs passed the review, with 121 drugs included in the commercial insurance innovative drug catalog [1][2] Group 1: Drug Catalog Adjustments - The 2025 adjustments mark the first implementation of a "dual-track system," focusing on basic insurance for essential drugs while providing supplementary coverage for "exclusive new drugs" or "rare disease medications" through the commercial insurance innovative drug catalog [1][2] - A total of 718 submissions were received for the basic insurance catalog, with 534 approved, while 141 submissions were made for the commercial insurance catalog, with 121 approved [1][2] - The number of drug names excluded from the catalog increased from 249 in 2024 to 310 [1] Group 2: CAR-T Therapies - CAR-T therapies, which are personalized cancer treatments, have gained attention due to their high costs, with prices exceeding 1 million yuan per injection for several products [1][2] - The commercial insurance catalog will include CAR-T therapies in upgraded coverage plans in various regions, with Shanghai's "Huibao" covering up to 500,000 yuan for patients [2] - Over the past three years, more than 80 lymphoma patients have received treatment through this channel, with total reimbursements exceeding 40 million yuan [2] Group 3: Drug Composition and Approval Process - The approved drugs are predominantly Western medicines, with over 98% representation, and only two traditional Chinese medicines included [3] - Notable cancer drugs include those from major pharmaceutical companies, alongside innovative domestic products like gene therapy for hemophilia B and PD-1 monoclonal antibodies [3] - Passing the preliminary review does not guarantee inclusion in the final catalog, as further expert evaluations and price negotiations are required [3][4] Group 4: Submission Conditions - Unique drugs meeting specific criteria can apply for both the commercial insurance innovative drug catalog and the basic catalog simultaneously [4]
医药生物行业投资策略周报:重视幽门螺杆菌疫苗胃癌防治的作用-20250811
CAITONG SECURITIES· 2025-08-11 14:30
Core Insights - Gastric cancer remains a significant global health issue, ranking fifth in cancer-related deaths according to GLOBOCAN 2022 data from the IARC, with a particularly heavy burden in Asia, Latin America, and parts of Africa [6][7] - Approximately 76% of gastric cancer cases globally are attributed to Helicobacter pylori infection, with higher attribution rates in specific regions, such as 82% in African women and 71% in Asian men [7][8] - The rising incidence of gastric cancer among individuals under 50 years old is concerning, potentially reversing previous trends of declining rates [6][7] - Implementing effective H. pylori screening and treatment strategies could reduce gastric cancer cases by up to 75% globally, highlighting the importance of developing and promoting H. pylori vaccines as a preventive measure [8][9] - The report suggests a positive outlook for innovative drug companies, particularly those with true innovation capabilities, and highlights potential investment opportunities in sectors such as CXO services and AI healthcare [9][10] Industry Overview - The pharmaceutical and biotechnology sector's TTM-PE ratio is currently at 50.25, representing a 106% increase from its historical low of 24.38 [11] - The sector's premium over the CSI 300 index is 278%, significantly higher than the historical average of 241% over the past decade [11] - The healthcare sector has experienced a decline of 0.84% in the past week, ranking last among 27 sub-industries [20][22] - Notable individual stock performances include Hai Chen Pharmaceutical with a 41.29% increase and Qi Zheng Tibetan Medicine with a 16.11% decrease [22][24] Industry Dynamics - Recent approvals in the industry include AstraZeneca's long-acting C5 complement inhibitor and the first biosimilar of dulaglutide for diabetes management [25][28] - The report emphasizes the ongoing trend of innovative drug approvals and the potential for significant market opportunities in the pharmaceutical sector [25][28][29]
医药生物行业周报(8月第2周):关注减肥药潜在BD机会-20250811
Century Securities· 2025-08-11 00:52
Investment Rating - The report indicates a focus on potential business development opportunities in the weight loss drug sector, suggesting a positive outlook for innovative drug companies in this area [1][2]. Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 0.84% from August 4 to August 8, underperforming compared to the Wind All A index (1.94%) and the CSI 300 index (1.23%) [7][9]. - Notable sub-sectors that performed well include medical consumables (3.93%), in vitro diagnostics (2.55%), and medical devices (1.94%), while medical research outsourcing (-3.56%), chemical preparations (-2.04%), and traditional Chinese medicine (-1.88%) saw significant declines [8][10]. - The report highlights the competitive landscape in the weight loss drug pipeline, with Eli Lilly reaffirming the feasibility of oral GLP-1 drugs, while other multinational corporations (MNCs) may seek external products to enhance competitiveness [2][12]. - The report also discusses the initiative by seven government departments to promote innovation in the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [2][12]. Summary by Sections Market Weekly Review - The pharmaceutical and biotechnology sector saw a decline of 0.84% during the week, with significant internal rotation and underperformance compared to broader indices [7][9]. - Medical consumables, in vitro diagnostics, and medical devices were the top-performing sub-sectors, while medical research outsourcing and chemical preparations faced the largest declines [8][10]. Industry News and Key Company Announcements - The report notes several key industry events, including the approval of a biosimilar drug by Boan Biotech and the joint initiative by multiple government departments to foster the brain-computer interface industry [11][12]. - Significant company announcements include the approval of new indications for existing drugs and the launch of new products, indicating ongoing innovation within the sector [15][16].