多家药企公布阿尔茨海默病新药研究进展，谁能跨越医药研发“死亡谷”

澎湃新闻08-04

多家跨国药企在学术会议公布阿尔茨海默病药物研究数据。8月1日晚，礼来中国对外宣布，来自礼来的最新研究TRAILBLAZER-ALZ 2三期临床研究的长期扩展（LTE）结果显示，接受多奈单抗注射液（商品名：记能达）治疗后能够实现长达三年的认知功能延缓，并保持良好的安全性特征。该研究成果已在于多伦多举办的2025年阿尔茨海默病协会国际会议（AAIC）上发布，该会议是全球规模最大的、最具影响力的致力于...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2556487389?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-04 19:39","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2556487389","market":"us","top_or_hot":-1,"title":"多家药企公布阿尔茨海默病新药研究进展，谁能跨越医药研发“死亡谷”","media":"澎湃新闻","content":"<div>\n<p>多家跨国药企在学术会议公布阿尔茨海默病药物研究数据。8月1日晚，礼来中国对外宣布，来自礼来的最新研究TRAILBLAZER-ALZ 2三期临床研究的长期扩展（LTE）结果显示，接受多奈单抗注射液（商品名：记能达）治疗后能够实现长达三年的认知功能延缓，并保持良好的安全性特征。该研究成果已在于多伦多举办的2025年阿尔茨海默病协会国际会议（AAIC）上发布，该会议是全球规模最大的、最具影响力的致力于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419404494ceafa7&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家药企公布阿尔茨海默病新药研究进展，谁能跨越医药研发“死亡谷”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n多家药企公布阿尔茨海默病新药研究进展，谁能跨越医药研发“死亡谷”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-04 19:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419404494ceafa7&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多家跨国药企在学术会议公布阿尔茨海默病药物研究数据。8月1日晚，礼来中国对外宣布，来自礼来的最新研究TRAILBLAZER-ALZ 2三期临床研究的长期扩展（LTE）结果显示，接受多奈单抗注射液（商品名：记能达）治疗后能够实现长达三年的认知功能延缓，并保持良好的安全性特征。该研究成果已在于多伦多举办的2025年阿尔茨海默病协会国际会议（AAIC）上发布，该会议是全球规模最大的、最具影响力的致力于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419404494ceafa7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ57979304.SGD","symbol_name":"United Global Healthcare A Acc SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419404494ceafa7&s=b","article_id":"2556487389","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080419404494ceafa7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2556487389","pubTimestamp":1754307561,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"多家跨国药企在学术会议公布阿尔茨海默病药物研究数据。随着人口老龄化持续加剧，阿尔茨海默病已成为影响老年人健康的重大疾病之一。由于存在巨大的未被满足的需求，阿尔茨海默病药物研发在全球范围内一直是备受关注的领域。淀粉样蛋白异常沉积是目前业内普遍认可的阿尔茨海默病发病机制之一，相关药物研发也大都围绕这一机制。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600196":"复星医药","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4110":"抵押房地产投资信托","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","00867":"康哲药业","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","02196":"复星医药","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","AAIC":"阿灵顿资产投资公司","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","MCI":"Babson Capital Corporate Investors","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LLY":"礼来"},"translate_title":"A number of pharmaceutical companies announced the research progress of new drugs for Alzheimer's disease. Who can cross the \"Death Valley\" of pharmaceutical research and development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600196":0.9,"00867":0.9,"02196":0.9,"LLY":0.9,"MCI":1,"AAIC":1,"PET":1},"content_text":"多家跨国药企在学术会议公布阿尔茨海默病药物研究数据。8月1日晚，礼来中国对外宣布，来自礼来的最新研究TRAILBLAZER-ALZ 2三期临床研究的长期扩展（LTE）结果显示，接受多奈单抗注射液（商品名：记能达）治疗后能够实现长达三年的认知功能延缓，并保持良好的安全性特征。该研究成果已在于多伦多举办的2025年阿尔茨海默病协会国际会议（AAIC）上发布，该会议是全球规模最大的、最具影响力的致力于推进痴呆症科学研究的国际会议。多奈单抗注射液属于淀粉样蛋白靶向疗法，该药于2024年12月在国内获批，用于治疗成人因阿尔茨海默病（AD）引起的轻度认知障碍（MCI）和阿尔茨海默病轻度痴呆，并于今年3月底正式在中国上市。阿尔茨海默病是一种会导致记忆力和其他认知功能逐渐衰退的致命性疾病，占老年期痴呆的50%至70%。随着人口老龄化持续加剧，阿尔茨海默病已成为影响老年人健康的重大疾病之一。由于存在巨大的未被满足的需求，阿尔茨海默病药物研发在全球范围内一直是备受关注的领域。《阿尔茨海默病药物研发管线：2025》显示，全球共有182项针对AD适应症的药品临床试验正在进行，涉及138种药物。现实的另一面是，因为发病机制不明晰，该领域也被称为医药研发的“死亡谷”，药企在此折戟的消息并不少见。阿斯利康在2025年一季报时，阿斯利康宣布全面退出神经科学领域，其中包括一款与礼来合作多年的阿尔茨海默病药物；在上市三年后，2024年1月，渤健宣布停止阿杜那单抗（ADUHELM）注射液的开发和上市，并将终止相关临床研究。渤健称，终止决定与安全性或疗效无关。业内普遍认为，终止的原因之一是该药上市后在临床使用过程中依然存在争议。淀粉样蛋白异常沉积是目前业内普遍认可的阿尔茨海默病发病机制之一，相关药物研发也大都围绕这一机制。虽然渤健放弃了阿杜那单抗，但也在推动其他阿尔茨海默病药物的研发。同样是在2025年AAIC上，渤健与卫材公布其联合开发的抗β淀粉样蛋白药物仑卡奈单抗（Lecanemab）为期两年的真实世界研究的中期结果：83.6%的患者病情保持稳定或有所改善，其中6.7%的轻度阿尔茨海默病患者临床分期改善至轻度认知障碍阶段。对于累计接受40次以上（18个月以上）治疗的患者，86.7%在数据截点时病情稳定或改善。该药于2024年1月在国内获批。罗氏也公布了阿尔茨海默病药物研发管线的最新进展，其中包括靶向淀粉样蛋白的单克隆抗体trontinemab的早期临床试验研究数据。结果显示，该药持续显示出快速且显著的淀粉样蛋白斑块清除效果，其中91%的受试者在淀粉样蛋白正电子发射断层扫描（PET）评估中转为阴性，且与水肿/渗出相关的淀粉样蛋白成像异常（ARIA-E）发生率保持在5%以下。华源证券研报认为，阿尔兹海默症是全球尚未被完全攻克的疾病。根据GBD数据，2019年中国阿尔兹海默症（AD）及相关痴呆总人数为1314万，且随着老龄人数有增加趋势，但在阿尔茨海默病治疗领域，国内上市创新药相对较少。从公开信息来看，阿尔茨海默病赛道也吸引着国内药企的布局。7月28日，复星医药（600196.SH，02196.HK）与纽科联合科技有限公司宣布，双方就AR1001在大中华区，包括中国内地、中国香港特别行政区及中国澳门特别行政区（许可区域）的生产和商业化签署了独家许可协议。AR1001是一款拟用于延缓阿尔茨海默病疾病进程的小分子口服药物，目前其用于治疗早期阿尔茨海默病的全球多中心的临床试验三期正在进行中。临床试验表明，AR1001具有良好的安全性特征和血脑屏障透过性，对早期AD患者（轻度认知障碍至轻度痴呆）有潜在治疗效果。同样是7月28日，康哲药业（0867.HK）宣布，其改良型新药ZUNVEYL的新药上市许可申请（NDA）已获受理。该产品拟用于治疗成人轻度至中度阿尔茨海默型痴呆症状。该药属于新一代乙酰胆碱酯酶抑制剂，通过抑制乙酰胆碱酯酶活性、提高中枢乙酰胆碱水平从而改善阿尔茨海默病患者的认知和记忆功能。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2556487389","isCrawlerRequest":true}