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近5成中国成人受失眠困扰,DORA新药能否引领百亿赛道?
多位临床专家向21世纪经济报道记者指出,睡眠障碍已经成为当今社会日益严重的问题,目前,失眠可 以通过生活方式调整、心理治疗、药物治疗等多种手段进行干预。尤其是随着抗失眠药物研发持续突 破,临床医生的治疗选择更加丰富,将为患者带来更具针对性的解决方案。 消除公众误区 随着工业化进程加快,社会竞争、工作压力、人口老龄化特别是信息化社会,衍生了不良的生活方式, 中国睡眠障碍群体显著增加。 但在大部分人的认知中,失眠跟压力、睡眠环境等内外部因素有关,并不是一种需要就医并治疗的疾 病。《中国成人失眠诊断与治疗指南(2023版)》指出,失眠不仅是其他躯体或精神障碍的伴随症状, 也是一种独立的疾病。 人生三分之一时间在睡眠中度过,这一看似寻常的生理过程,如今正成为困扰近半数中国成年人的"健 康难题"。 根据中国睡眠研究会《2025年中国睡眠健康调查报告》,中国18岁及以上人群平均睡眠时长在7.06-7.18 小时,中国18岁及以上人群睡眠困扰率为48.5%,主要症状表现为入睡困难、夜间易醒、早醒等。从细 分人群来看,女性存在睡眠困扰的比例为51.1%,高于男性的45.9%。随着年龄的增长,睡眠困扰率逐 渐上升,65岁及以上 ...
中泰证券:创新药企分化加剧 重点推荐先声药业(02096)等创新药标杆企业
智通财经网· 2025-08-12 01:12
Group 1 - The pharmaceutical sector is experiencing a diversified trend, shifting from a focus on innovative drugs to emerging fields such as performance reversals, brain-computer interfaces, and AI drug development [1] - Current market preferences include high-growth performance realization, medical device technological innovation, and major innovative drug products, influenced by recent half-year report disclosures and favorable policies [1] - Zhongtai Securities recommends innovative pharmaceutical companies with solid safety margins, such as Xiansheng Pharmaceutical, WuXi Biologics, and Sanofi, highlighting a preference for stocks driven by both performance realization and technological breakthroughs [1] Group 2 - Xiansheng Pharmaceutical has achieved multiple breakthroughs in its innovative pipeline this year, with two major new drugs approved for market: the insomnia drug Dali Reiseng and the ovarian cancer drug Suweisitamon [2] - The company has also entered into significant collaborations, including a maximum $10.55 billion partnership with AbbVie for SIM0500 and a $7.45 billion strategic cooperation with NextCure for SIM0505, optimizing its revenue structure [2] - UBS believes that the market has not fully reflected Xiansheng Pharmaceutical's R&D capabilities and the sales potential of its innovative drugs, with expectations for further approvals in the coming years [2]
先声药业:与瑞士Idorsia公司合作的抗失眠创新药达利雷生在中国获批
Cai Jing Wang· 2025-06-23 12:08
Group 1 - The core viewpoint of the news is that the innovative insomnia drug Daridorexant (brand name: Kewico®) developed by the company in collaboration with Idorsia has been officially approved for marketing in China, enhancing patient access and supporting long-term use [1][2] - Daridorexant targets the orexin pathway in the hypothalamus, which is crucial for wakefulness, contrasting with traditional insomnia medications that act on GABA receptors to induce sedation [1] - The drug has shown significant clinical trial results, including reduced time to sleep onset and decreased wake time after sleep, with no serious adverse reactions reported during treatment [1] Group 2 - Daridorexant is the only DORA (Dual Orexin Receptor Antagonist) insomnia medication approved by the European Medicines Agency that improves daytime functioning, and it has been approved in 11 countries including the US, UK, and Japan [2] - The company entered into an exclusive licensing agreement with Idorsia for the development and commercialization of Daridorexant in the Greater China region, recognizing its market potential [2] - A supplementary agreement was reached between Idorsia and the company, involving a one-time cash payment of $50 million and adjustments to sales milestone payments and royalty rates, aimed at facilitating the commercialization of Daridorexant [2]