如果把一位中国医药人的职业生涯拉长到三十年，我们会看到什么？ 20世纪90年代初，交通大学医学院（原上海第二医科大学）里，手持秒表与计数器、紧盯温度计的年轻助教钱江，正在手工记录着数据。在那个年代，中 国患者想要用上一款全球创新药，往往需要等待八年到十年。 2025年，百时美施贵宝（BMS）中国总部的办公室里，已经成为这家跨国制药企业中国总裁的钱江，正在和他的团队一起，庆祝全球首个红细胞成熟剂 罗特西普的第二个适应症骨髓增生异常综合征（MDS）被纳入国家医保目录，以及全球首个CTLA-4抑制剂伊匹木单抗成为唯一入选首版中国商保创新药 目录的免疫肿瘤药物。 时间回到1993年。那时的中国医药行业正处于蓄势待发的"起步期"。医学生钱江毕业后选择了留校任教，并从事实验室的研究工作。那时的实验室里没有 高精尖设备，在进行关键的安全性检测时，他需要放一个闹钟，手按计数器，眼睛一刻不停地盯着温度计，所有数据全靠人工读取与记录——这是当时许 多科研工作的写照。 与此同时，改革开放的微风在20世纪90年代初的校园里悄然流动。新事物、新技术涌入中国并走进校园，为钱江打开了另一扇窗，也改变了他的职业轨 迹。当校外的国际专家带来前 ...

Core Insights - Hypertrophic Cardiomyopathy (HCM) is the most common single-gene hereditary heart disease, characterized by asymmetric hypertrophy of the myocardium, with obstructive HCM having a lower survival rate [2][23] - Mavacamten, a first-in-class myosin inhibitor, targets the core pathophysiological mechanisms of HCM, representing a significant advancement in treatment options [2][17] Group 1: Disease Overview - HCM affects approximately 0.2% to 0.5% of the global population, with an estimated 2 million patients in China [2][23] - Patients with obstructive HCM experience symptoms such as dyspnea, fatigue, chest pain, and syncope, which severely limit their daily activities and mental well-being [2][23] Group 2: Mavacamten Development - Mavacamten is the first drug to provide targeted intervention at the pathophysiological level, differing from traditional symptomatic treatments like beta-blockers and calcium channel blockers [4][25] - The EXPLORER-HCM trial demonstrated that Mavacamten significantly improves exercise capacity, left ventricular outflow tract (LVOT) obstruction, and overall health status compared to placebo [6][27] Group 3: Clinical Trials in China - The EXPLORER-CN trial, led by Professor Zhang Shuyang, is the first randomized, double-blind, placebo-controlled study specifically for symptomatic obstructive HCM patients in China [12][28] - Results from EXPLORER-CN showed significant improvements in LVOT peak pressure gradient and other clinical parameters after 30 weeks of treatment with Mavacamten [13][32] Group 4: Safety and Efficacy - Mavacamten treatment resulted in consistent benefits across various subgroups, including gender, age, and baseline NYHA classification, with no new safety signals identified [13][28] - The drug demonstrated positive effects on cardiac structure and diastolic function, as evidenced by reductions in left ventricular mass index and wall thickness [14][34] Group 5: Global Contribution and Future Prospects - Chinese clinical data and research have enriched the global evidence base for Mavacamten, highlighting the role of Chinese researchers in advancing scientific understanding of HCM [16][37] - Mavacamten was approved for use in China in April 2024, marking a significant milestone in providing a root-cause treatment option for obstructive HCM patients [18][17]

Core Insights - Bristol-Myers Squibb (BMS) is shifting its strategic focus in China from merely expanding market presence to co-creating an innovative ecosystem, emphasizing mutual empowerment and innovation as key objectives [1][2] Group 1: Strategic Focus - BMS's "China 2030 Strategy" was introduced in 2020, aiming to maintain steady performance, integrate and lead innovation ecosystems, and enhance talent development [2] - The three strategic focuses—performance, innovation, and talent—are interrelated, forming a closed loop that ensures China remains a core market globally [3] Group 2: Performance as a Foundation - Performance encompasses not only commercial success but also the synchronization of Phase III clinical trials and new drug registrations, aiming to enhance patient accessibility and impact from diagnosis to treatment [4] - Since the implementation of the "China 2030 Strategy," BMS has accelerated the introduction of innovative drugs, focusing on areas with unmet medical needs, including several global firsts in drug categories [4] - BMS has successfully integrated five innovative products into the national medical insurance directory within a year of their market launch, demonstrating a new speed in market access [4] Group 3: Innovation as an Engine - BMS aims to transition from being an innovator's importer to a leader in China's innovation ecosystem, emphasizing the importance of mutual empowerment with local partners [6] - The company seeks to identify Chinese innovations that can benefit global patients, focusing on strategic alignment with core disease areas and long-term value creation [6] Group 4: Talent as a Bridge - BMS is building a talent pool that understands both the Chinese market and global dynamics, essential for executing its "China 2030 Strategy" [7][8] - The company emphasizes the importance of diverse experiences in its talent acquisition and promotes cross-regional and cross-functional opportunities for internal development [8][9] Group 5: Long-term Vision - BMS's commitment to the Chinese market remains steadfast, evolving from a focus on market potential to recognizing the value of China's innovative ecosystem [9] - The company believes that understanding the vibrancy and resilience of the Chinese market will enhance its development prospects, aiming for dual innovation and empowerment as pathways to success [9]

Core Viewpoint - Bristol-Myers Squibb (BMS) has shifted its perspective on the Chinese market from merely a sales opportunity to a collaborative innovation ecosystem, emphasizing mutual empowerment and innovation as key goals [2][3]. Group 1: Strategic Focus - The year 2025 is identified as a pivotal year for BMS in China, marking a transition from market expansion to ecosystem co-creation [2]. - BMS's "China 2030 Strategy," initiated in 2020, aims to maintain robust performance, integrate and lead innovation ecosystems, and enhance talent development [3]. - The three strategic focuses of performance, innovation, and talent are interrelated, forming a cohesive framework for BMS's operations in China [4]. Group 2: Performance as a Foundation - Performance encompasses not only commercial success but also the synchronization of Phase III clinical trials and new drug registrations with global standards [6]. - BMS has accelerated the introduction of innovative drugs in China, focusing on areas with unmet medical needs, including several first-in-class and best-in-class therapies [6]. - The company has successfully integrated five innovative products into the national medical insurance directory within a year of their launch, showcasing a new speed in market access [6][8]. Group 3: Innovation as an Engine - BMS aims to transition from being an innovator's "importer" to a leader within China's innovation ecosystem, emphasizing the importance of collaboration with local partners [11]. - The selection of partnerships is guided by strategic alignment with BMS's core disease areas and the potential for long-term value creation [12]. Group 4: Talent as a Bridge - BMS is building a talent pool that understands both the Chinese market and global dynamics, essential for executing its "China 2030 Strategy" [14]. - The company encourages cross-regional and cross-functional experiences to enhance employees' global perspectives while being rooted in local market needs [14]. Group 5: Long-term Vision - BMS remains committed to a patient-centered approach and innovation as its core competitive advantage, with a strong belief in the resilience and potential of the Chinese market [15].