埃克替尼(凯美纳)
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正面挑战跨国药企 创新药老兵谭芬来博士底气何在?
Nan Fang Du Shi Bao· 2026-02-26 23:14
麓鹏制药董事长兼CEO谭芬来博士。 工作中的谭芬来博士。 在中国创新药发展版图中,创新药老兵谭芬来博士是一个独特的存在。 七年前,在由其主导临床研发的中国首个小分子靶向抗癌药埃克替尼(凯美纳)惠及数十万患者、首个 ALK靶点创新药恩沙替尼蓄势待发之时,他却选择卸下荣光,创立了一家连名字都直抒高远之志的创 新药企业——麓鹏制药。 七年后的今天,他带领团队交出了一份份令人满意的阶段性成绩单:全球首个且唯一共价兼非共价布鲁 顿酪氨酸激酶(BTK)抑制剂洛布替尼,成为中国首个被认定为弥漫大B细胞淋巴瘤(DLBCL)突破性疗法 的BTK抑制剂,并已启动关键性注册Ⅱ期临床研究;针对复发或难治性套细胞淋巴瘤(R/R MCL)的新药 上市申请(NDA),获国家药品监督管理局药品审评中心(CDE)受理并纳入优先审评程序;启动治疗复发 或难治慢性淋巴细胞白血病/小淋巴细胞淋巴瘤(R/R CLL/SLL)的全球三期头对头临床试验,正面挑战国 际制药巨头礼来公司的第三代BTK抑制剂匹妥布替尼,直面全球化竞争。 从杭州西子湖畔到广州黄埔科学城,谭芬来完成的不只是一次地理上的回归,更是一场从"创中国首 个"到"创全球首个"的信念升级。在 ...
贝达药业再谋港股上市,出海有新解?
Xin Lang Cai Jing· 2025-09-11 14:27
Core Viewpoint - Beida Pharmaceutical is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its capital strength and competitiveness, as well as to advance its internationalization process [1][4]. Group 1: H-Share Issuance Details - The proposed H-share issuance will not exceed 15% of the total share capital post-issuance and will target a global range of investors, including qualified institutional investors and individuals from various regions [4]. - The funds raised will be used for R&D activities, potential acquisitions, marketing network expansion, and general corporate purposes [4][6]. - This is not Beida's first attempt to list in Hong Kong, as it previously submitted applications in February and December 2021 [4]. Group 2: Strategic Timing and Market Context - Beida Pharmaceutical aims to consider the interests of existing shareholders and market conditions when determining the timing for the issuance, which will occur within 18 months of shareholder approval [5]. - The company has engaged an auditing firm for the listing process, indicating a serious commitment to this initiative [6]. Group 3: Financial Performance and Product Pipeline - By mid-2025, Beida expects to have eight drugs on the market, with projected revenue of 1.731 billion yuan, reflecting a year-on-year growth of 15.37% [7]. - Key revenue contributors include the drugs Alectinib (Kaimena) and Ensartinib (Beimina), each contributing over 10% to total revenue [7]. - Ensartinib is positioned as a critical product for future growth, with ongoing clinical trials and international market expansion plans [8][9]. Group 4: Internationalization Strategy - Beida's internationalization strategy involves a shift from "bringing in" to "going out," with a focus on expanding its product pipeline through strategic partnerships and acquisitions [10]. - The company has made significant investments in various drug candidates, enhancing its global presence and capabilities [11][12]. - Beida's recent collaborations and investments have established a foundation for its ambition to become a multinational enterprise headquartered in China [12][13].