恒瑞125亿美元、石药超20亿美元小分子对外授权；赛诺菲、BMS又有新动态... | 一周交易

创鉴汇2025-08-07

据创鉴汇不完全统计，7月28日至8月3日全球生物制药领域共披露25起交易事件，潜在交易总额近190亿美元。交易类型涵盖药物授权、合作研发、资产收购和企业并购等形式。从交易内容来看，小分子药物、抗体、RNAi和细胞疗法等热度不减。上周两起小分子对外授权案例引人注目。7月28日，恒瑞医药宣布和GSK达成协议，以潜在总额125亿美元（包括5亿美元首付款）将HRS-9821和至多11个项目授权给后者。...

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/2557455931?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-07 17:22","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2557455931","market":"hk","top_or_hot":-1,"title":"恒瑞125亿美元、石药超20亿美元小分子对外授权；赛诺菲、BMS又有新动态... | 一周交易","media":"创鉴汇","content":"<div>\n<p>据创鉴汇不完全统计，7月28日至8月3日全球生物制药领域共披露25起交易事件，潜在交易总额近190亿美元。交易类型涵盖药物授权、合作研发、资产收购和企业并购等形式。从交易内容来看，小分子药物、抗体、RNAi和细胞疗法等热度不减。上周两起小分子对外授权案例引人注目。7月28日，恒瑞医药宣布和GSK达成协议，以潜在总额125亿美元（包括5亿美元首付款）将HRS-9821和至多11个项目授权给后者。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807180122a47ab094&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>恒瑞125亿美元、石药超20亿美元小分子对外授权；赛诺菲、BMS又有新动态... | 一周交易</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恒瑞125亿美元、石药超20亿美元小分子对外授权；赛诺菲、BMS又有新动态... | 一周交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 17:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807180122a47ab094&s=b><strong>创鉴汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据创鉴汇不完全统计，7月28日至8月3日全球生物制药领域共披露25起交易事件，潜在交易总额近190亿美元。交易类型涵盖药物授权、合作研发、资产收购和企业并购等形式。从交易内容来看，小分子药物、抗体、RNAi和细胞疗法等热度不减。上周两起小分子对外授权案例引人注目。7月28日，恒瑞医药宣布和GSK达成协议，以潜在总额125亿美元（包括5亿美元首付款）将HRS-9821和至多11个项目授权给后者。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807180122a47ab094&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":"600276","symbol_name":"恒瑞医药","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807180122a47ab094&s=b","article_id":"2557455931","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807180122a47ab094&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=2557455931","pubTimestamp":1754558551,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"据创鉴汇不完全统计，7月28日至8月3日全球生物制药领域共披露25起交易事件，潜在交易总额近190亿美元。上周两起小分子对外授权案例引人注目。7月28日，恒瑞医药宣布和GSK达成协议，以潜在总额125亿美元将HRS-9821和至多11个项目授权给后者。紧随其后，石药集团也成功将其口服小分子药物GLP-1受体激动剂SYH2086授权给Madrigal Pharmaceuticals，此次交易金额最高可达20.75亿美元，包括1.2亿美元首付款。据悉，临床前数据显示，SYH2086具有体外激动活性，兼具降糖、减重效果。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600276":"恒瑞医药","LU0140636845.USD":"施罗德大中华区股票A Acc","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK1515":"抗疫概念","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","02157":"乐普生物-B","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","IE0008368742.USD":"首域中国增长基金I Acc","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","01093":"石药集团","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) INC","01276":"恒瑞医药","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","BK1191":"制药","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC"},"translate_title":"Hengrui's 12.5 billion US dollars and CSPC's over 2 billion US dollars of small molecules are authorized to the outside world; Another update for Sanofi, BMS... | Weekly trading","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600276":0.9,"01276":0.9,"01093":1,"02157":0.9},"content_text":"据创鉴汇不完全统计，7月28日至8月3日全球生物制药领域共披露25起交易事件，潜在交易总额近190亿美元。交易类型涵盖药物授权、合作研发、资产收购和企业并购等形式。从交易内容来看，小分子药物、抗体、RNAi和细胞疗法等热度不减。上周两起小分子对外授权案例引人注目。7月28日，恒瑞医药宣布和GSK达成协议，以潜在总额125亿美元（包括5亿美元首付款）将HRS-9821和至多11个项目授权给后者。HRS-9821是一款PDE3/4抑制剂，目前正处于临床开发阶段，可用于治疗慢性阻塞性肺病(COPD)，作为辅助维持治疗，无需考虑既往治疗方案。其他11个项目涉及肿瘤、呼吸、自身免疫和炎症等多个领域。紧随其后，石药集团也成功将其口服小分子药物GLP-1受体激动剂SYH2086授权给Madrigal Pharmaceuticals，此次交易金额最高可达20.75亿美元，包括1.2亿美元首付款。据悉，临床前数据显示，SYH2086具有体外激动活性，兼具降糖、减重效果。技术平台的价值在上周交易中得到了充分体现。乐普生物将其T细胞衔接器（TCE）平台开发的两项临床前资产CTM012和CTM013授权给Excalipoint，收获超8.5亿美元的潜在交易总额。这一合作既挖掘了现有管线和技术的商业价值，也助力乐普生物聚焦下一代ADC和多特异性抗体研发。与此同时，大型MNC在上周动态频繁。在心脏代谢领域，赛诺菲（Sanofi）瞄准了RNA干扰（RNAi）疗法的潜力，将向Arrowhead子公司维亚臻（Visirna Therapeutics）支付1.3亿美元首付款以及高达2.65亿美元的潜在里程碑付款，获得在大中华区开发和商业化plozasiran的独家权利。Plozasiran旨在减少载脂蛋白C-III（APOC3）的生成，从而降低血液中甘油三酯水平，主要针对家族性乳糜微粒血症综合征（FCS）和重度高甘油三酯血症（SHTG）。此前该药已完成针对中国FCS患者的3期临床试验，其上市申请已获得中国国家药品监督管理局（NMPA）受理。勃林格殷格翰（Boehringer Ingelheim）布局新型给药技术，与Re-Vana Therapeutics达成超10亿美元的眼部疾病缓释疗法合作。勃林格殷格翰将利用Re-Vana的药物递送技术，开发眼科长效疗法，解决频繁注射带来的药物依从性差的痛点。自免领域，百时美施贵宝（BMS）与贝恩资本（Bain Capital）共同成立了一家NewCo公司。该公司将拥有并推进包括afimetoran在内的5款BMS的临床前免疫疗法资产，并将获得由贝恩资本领投的3亿美元融资。Afimetoran是一款口服TLR7/8抑制剂，目前正在进行针对系统性红斑狼疮的2期临床试验。读者们请星标⭐创鉴汇，第一时间收到推送","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":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.37.0","shortVersion":"4.37.0","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/2557455931","isCrawlerRequest":true}