点评：欣安立适获批新适应证，满足了高危群体的疫苗需求，也进一步巩固了葛兰素史克在带状疱疹疫 苗市场的优势地位。 点评：轩竹生物受到资本市场认可，印证了港股对优质创新药企的青睐。公司已有实现商业化的产品和 丰富的管线，将以募资加速研发，有望持续受益行业热潮。 NO.2 葛兰素史克重组带状疱疹疫苗在中国获批新适应证 葛兰素史克重组带状疱疹疫苗——欣安立适获国家药品监督管理局批准新适应证。该药物新获批被用于 18岁及以上因已知疾病或治疗（如自体造血干细胞移植）造成免疫缺陷或免疫抑制，从而导致带状疱疹 发病风险增加的成人预防带状疱疹。 丨2025年10月16日星期四丨 NO.1 轩竹生物15日在港交所上市，首日涨幅126.72% 10月15日，轩竹生物正式登陆港交所。此次轩竹生物发售H股的总数为6733.35万股，发行价为11.60港 元/股，募集资金总额为7.8亿港元。15日当天，轩竹生物股价收于26.30港元/股，日涨幅达126.72%。 （文章来源：每日经济新闻） NO.3 强生第三季度营收为239.93亿美元，同比增长6.8% 强生第三季度实现营收239.93亿美元，同比增长6.8%。今年前9个月，强生的总营 ...

丨 2025年10月16日星期四丨 NO.1轩竹生物15日在港交所上市，首日涨幅126.72% 点评：强生第三季度营收同比增6.8%，前9个月总营收近700亿美元，创新药与医疗科技双业务驱动增 长，彰显经营韧性。 NO.2葛兰素史克重组带状疱疹疫苗在中国获批新适应证 葛兰素史克重组带状疱疹疫苗——欣安立适获国家药品监督管理局批准新适应证。该药物新获批被用于 18岁及以上因已知疾病或治疗(如自体造血干细胞移植)造成免疫缺陷或免疫抑制，从而导致带状疱疹发 病风险增加的成人预防带状疱疹。 点评：欣安立适获批新适应证，满足了高危群体的疫苗需求，也进一步巩固了葛兰素史克在带状疱疹疫 苗市场的优势地位。 NO.3强生第三季度营收为239.93亿美元，同比增长6.8% 强生第三季度实现营收239.93亿美元，同比增长6.8%。今年前9个月，强生的总营收已达约696亿美元， 其中创新药业务和医疗科技业务均实现同比增长，分别收入446.38亿美元和236.69亿美元。 10月15日，轩竹生物正式登陆港交所。此次轩竹生物发售H股的总数为6733.35万股，发行价为11.60港 元/股，募集资金总额为7.8亿港元。15日当天，轩竹 ...

Core Viewpoint - The recent departure of Cecilia Qi from GSK has raised attention, marking a significant leadership change within the company in China as she transitions to become the CEO of DCH Auriga after a 25-year career in the global pharmaceutical industry [1][3]. Group 1: Leadership Change - Cecilia Qi announced her departure from GSK on September 1, 2023, to take on the role of CEO at DCH Auriga, a comprehensive healthcare marketing management service provider based in Asia [3][6]. - Qi has been with GSK for over 20 years, having joined the company in 2004, and was the first local general manager of GSK China [6][7]. - Following Qi's departure, GSK has not yet provided information regarding her successor or any potential business restructuring plans [6]. Group 2: GSK's Strategic Goals - Under Qi's leadership, GSK China received increased attention from the global headquarters, with several key products approved for the Chinese market, including vaccines and treatments for various diseases [7][8]. - GSK aims to become one of the top ten multinational pharmaceutical companies in China by 2030, with plans to surpass Japan and establish China as GSK's second-largest market globally by 2031 [8][9]. - The company anticipates over 20 new products or indications to be approved in China within the next five years [8]. Group 3: Industry Context - The pharmaceutical industry in China has seen multiple leadership changes among multinational companies, including AstraZeneca, Merck, Novartis, and Takeda, indicating a trend of executive turnover in the sector [9].

Core Insights - The global pharmaceutical sales ranking for the top 50 drugs has been revealed, with Novo Nordisk's semaglutide surpassing Merck's Keytruda to become the new sales champion, achieving over $16.6 billion in sales [1][3] - Eli Lilly's tirzepatide shows significant growth potential with a sales increase of 121.3%, reaching nearly $15 billion [1][2] - The entry of domestic innovative drugs into the ranking marks a notable shift in the competitive landscape [1] Group 1: Top Selling Drugs - Semaglutide, including Ozempic, Rybelsus, and Wegovy, generated sales of $16.632 billion, with a year-on-year growth of 29.8% [3][4] - Tirzepatide achieved sales of $14.734 billion, with a remarkable growth rate of 121.3% [3][8] - Dulaglutide, another Eli Lilly product, saw a decline in sales, highlighting the competitive pressures in the market [3][4] Group 2: Vaccine Sales Decline - Three vaccine products in the top 50 experienced sales declines, despite a favorable competitive landscape [4][5] - Gardasil 9, a nine-valent HPV vaccine, saw a nearly 50% drop in revenue [5][6] - The decline in vaccine sales is attributed to reduced government subsidies and market saturation [6][7] Group 3: Emerging Drugs and Growth - Over 70% of drugs in the ranking maintained positive sales growth, with only seven drugs exceeding a 30% growth rate [8] - Enzalutamide, approved for 13 years, continues to show over 30% growth, with sales projected to reach $4.6 billion in 2022 [9][10] - The competitive landscape for enzalutamide is expected to intensify as its core patent expires in 2026 [10]