生物医药界竞争白热化跨国巨头疯狂抢购“双抗药物”

电鳗快报网2025-06-17

《电鳗财经》电鳗号/文当诺华、罗氏等跨国药企挥舞着数百亿元支票在双抗领域疯狂"扫货"，这场生物医药界的"军备竞赛"背后，暗藏着一个关于创新与生存的寓言。当地时间6月2日，在2025年美国临床肿瘤学会(ASCO)年会上，百时美施贵宝(BMS)宣布拟斥资最高达111亿美元与BioNTech合作，共同开发并商业化一款肿瘤药——BNT327。这是一种靶向PD-L1和VEGF-A的双特异性抗体药物，用于治疗...

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Therapeutics、强生18亿美元入股Genmab，这些交易不仅带来资金，更携带着数十年积累的研发体系与全球化渠道。业内人士指出，更深层的危机在于商业化的\"马太效应\"。跨国药企凭借成熟的营销网络，能让新产品迅速覆盖全球主要市场。而本土创新药企即便有技术突破，也常困于商业化能力的短板，但随着国内市场日趋成熟这一局面也有望得到改善。这场较量远未到终局，中国创新药企真正的机会，或许在于对本土医疗需求的深度挖掘。中国特有的高发癌种、差异化的医保支付体系，都是跨国巨头难以快速适应的战场。医药创新的长跑中，暂时的领跑从不是胜利的保证。当资本巨浪席卷双抗领域，所有参与者都需明白：真正的优势不在于谁第一个起跑，而在于谁能持续创新，并让创新真正服务于患者，这场较量才刚刚开始。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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生物医药界竞争白热化 跨国巨头疯狂抢购“双抗药物”

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生物医药界竞争白热化跨国巨头疯狂抢购“双抗药物”