中国创新药行业正迎来从规模扩张向价值跃升的关键转折。 当行业普遍面临赛道拥挤、同质化竞争的挑战时，本土药企该如何突破困局，实现高质量发展？ 近日，21世纪经济报道记者在东阳光（600673）科技园见到东阳光药首席科学家（CSO）林凯。他刚刚 结束一场内部的项目会，一开始接受记者采访时略微紧张，但很快便放松下来。 创新药研发平衡稳健与突破 《21世纪》：东阳光药在创新药的立项和产品开发上有何策略？目前主要聚焦哪些核心领域？ 对于上述问题，林凯给出了清晰的答案："不盲目跟风，做更具创新性的事情。" 在他看来，真正的创新不是扎堆热门靶点的"内卷"，而是聚焦未被满足的临床需求，以差异化布局构建 核心竞争力，这也是中国创新药从跟跑迈向领跑的核心逻辑。 拥有30年海外医药研发经验的林凯，从宾夕法尼亚大学博士毕业后，先后在诺华等多家跨国药企工作25 年，亲历了全球创新药研发的迭代升级。 也正是这段工作经历，让林凯对创新药研发、团队构建与项目推进，尤其在海外跨国药企（MNC）的 研发与管理岗位上经验丰富。 20年前，诺华在上海筹建研究院时，他曾考虑回国，但由于家庭原因，他暂时搁置了回国工作的想法。 20年后，中国创新药早已不 ...

近日，21世纪经济报道记者在东阳光科技园见到东阳光药首席科学家（CSO）林凯。他刚刚结束一场内 部的项目会，一开始接受记者采访时略微紧张，但很快便放松下来。 中国创新药行业正迎来从规模扩张向价值跃升的关键转折。 当行业普遍面临赛道拥挤、同质化竞争的挑战时，本土药企该如何突破困局，实现高质量发展？ 也正是在这时，东阳光药抛来了橄榄枝，林凯毅然决然回国，选择加入了东阳光药，担任首席科学家， 将海外研发理念与本土产业实践相结合，助力企业完成从仿制药到创新药的战略转型。 创新药研发平衡稳健与突破 《21世纪》：东阳光药在创新药的立项和产品开发上有何策略？目前主要聚焦哪些核心领域？ 林凯：我们是"两条腿走路"的平衡策略。一方面选经过临床验证的传统靶点，在前人基础上创新，保证 公司营收稳定和研发团队支撑；另一方面也投入研发力量做更具创新性的产品，这类产品附加值高。毕 竟研发管线不能全冒险，也不能不冒险，得兼顾稳定和创新。 目前创新药研发聚焦三大核心领域：一是感染性疾病领域，东阳光药已建立扎实基础并取得显著成果； 二是代谢疾病领域，从长效胰岛素延伸至减重、增肌等适应症，并重点布局脂肪肝等未满足需求的方 向；三是肿瘤领域，避 ...

Core Insights - The Chinese innovative pharmaceutical industry is transitioning from scale expansion to value enhancement by the end of 2025, facing challenges such as crowded competition and homogeneity [1] - The focus should be on innovative approaches that address unmet clinical needs rather than following trends [1][3] Company Strategy - The company adopts a "two-pronged" strategy in innovative drug development, balancing traditional validated targets with high-value innovative products [3] - Current research focuses on three core areas: infectious diseases, metabolic diseases, and oncology, with a particular emphasis on unmet clinical needs [3][4] Market Trends - The trend of Chinese innovative drugs going global is increasing, driven by improved R&D capabilities and the need to cover costs for rare disease drugs [9] - Collaborations with international pharmaceutical companies are seen as a practical approach for domestic firms to navigate overseas markets [9][10] AI Integration - The company has developed an AI drug discovery platform that leverages over 20 years of laboratory data, enhancing the efficiency of drug development processes [5][6] - AI is expected to play a significant role in improving drug discovery and development efficiency, although it is not a substitute for human innovation [7][8] Clinical Development - The company is advancing its innovative drug, HEC585, for idiopathic pulmonary fibrosis (IPF), with promising Phase II clinical trial results showing significant improvements over existing treatments [4][5] - The drug's mechanism involves a comprehensive approach to fibrosis, and the company is actively seeking international partnerships for further development [5][10] Future Outlook - The company plans to balance short-term project outcomes with long-term AI research investments, aiming to create an automated laboratory environment [7] - The next five years are expected to see AI increasingly integrated into pharmaceutical R&D, enhancing efficiency and precision in various stages of drug development [8]