未来十年拟投资30亿美元！礼来在华加码布局口服减肥药产能

澎湃新闻03-11 16:52

继2024年官宣苏州工厂产能升级后，礼来又在北京加码产能投资。　　3月11日，礼来宣布，计划未来十年累计投资30亿美元全面扩展在华供应链产能，打造口服固体制剂本土生产与供应体系，着力布局新一代口服小分子GLP-1受体激动剂orforglipron的生产能力。orforglipron是礼来继GLP-1/GIP注射液替尔泊肽之后押注的重磅口服减肥药，礼来中国已于2025年底向国家药品监督管理局提交...

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Eli Lilly increases layout of oral weight loss drug production capacity in China","themeId":"6afbb4a2a5e710528ea777914b8996d7","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":1.95,"ELIL":0.6,"ELIS":0.6,"LLYX":0.6,"LLII":0.6,"LLYZ":0.6},"content_text":"继2024年官宣苏州工厂产能升级后，礼来又在北京加码产能投资。　　3月11日，礼来宣布，计划未来十年累计投资30亿美元全面扩展在华供应链产能，打造口服固体制剂本土生产与供应体系，着力布局新一代口服小分子GLP-1受体激动剂orforglipron的生产能力。orforglipron是礼来继GLP-1/GIP注射液替尔泊肽之后押注的重磅口服减肥药，礼来中国已于2025年底向国家药品监督管理局提交orforglipron用于治疗2型糖尿病与肥胖症的上市申请。　　澎湃新闻记者了解到，此次投资将采用内部扩建与外部合作相结合的模式：一方面依托礼来苏州工厂的技术与人才优势，强化产能协同；另一方面与多家本土生产伙伴合作，释放增量产能。该项投资有望实现每年数十亿片剂的产量。　　作为本轮投资的重要一环，礼来计划携手多家本土合作伙伴，规划布局包括 orforglipron在内的未来管线大规模生产能力。11日当天，礼来宣布，与国内CXO企业康龙化成（北京）新药技术股份有限公司（康龙化成，300759.SZ；3759.HK）达成战略合作，首期将投资2亿美元并支持其技术能力建设，未来视发展逐步扩大规模。　　礼来集团副总裁兼中国总经理德赫兰表示，在北京加码投资，标志着礼来正持续完善在华全价值链供应体系，以更好地满足中国患者日益增长的需求。面对全国约1.48亿二型糖尿病患者及超5亿超重与肥胖人群，礼来积极响应国家“体重管理年”及慢病防控战略，持续提升本土供应能力，让创新药物更快惠及患者。　　2024年至2025年，礼来持续拓展在华创新与生产布局。2024年10月，礼来中国宣布将投资约15亿元人民币用于其苏州工厂的产能升级，扩大2型糖尿病和肥胖创新药物的生产规模，以满足中国患者需求，并支持未来管线产品的生产。此外，礼来还在北京、上海设立礼来创新孵化器支持初创生物技术公司加速临床转化。据礼来方面介绍，公司在华累计总投资已近60亿美元。　　近几年，多家跨国药企在中国官宣投资。　　以礼来在减肥领域的竞争对手诺和诺德为例，公司2024年3月宣布在其全球战略生产基地天津增资约40亿元人民币，用于无菌制剂扩建项目。此次投资建设的无菌制剂扩建项目将采用全球领先的隔离器技术，为制剂生产提供更高水平的无菌保障。　　2026年1月29日，阿斯利康宣布，计划于2030年前在中国投资逾1000亿元人民币（150亿美元），以扩大在药品生产与研发领域的布局。据阿斯利康方面介绍，这些投资将进一步深化阿斯利康在华研发布局，包括位于北京和上海的全球战略研发中心，这些中心与500多家临床医院合作，并在过去三年中主导了大量全球临床试验。同时，公司将升级其位于无锡、泰州、青岛和北京的生产基地，并适时宣布新建生产基地的计划。　　今年政府工作报告将生物医药列入“新兴支柱产业”，与集成电路、航空航天、低空经济等产业并列。此外，政府工作报告还指出，深化外商投资促进体制机制改革，保障外资企业国民待遇，实施新版鼓励外商投资产业目录，促进外资境内再投资、扩大本地化生产。加强对外资企业的服务保障，擦亮“投资中国”名片。这些政策信号也进一步增强了跨国药械企业在华深耕的信心。　　GE医疗全球执行副总裁、GE医疗大中华区总裁兼首席执行官宋为群也表示，中国科创环境的持续优化，为医疗创新提供了丰沃土壤。从外商投资产业目录的不断扩容，到外资研发中心获国家级“身份认证”并享受税收优惠，一系列政策利好为跨国企业融入中国医疗创新体系开辟了广阔空间。　　此外，据新华社，德国默克集团董事会主席兼首席执行官葛丽鹤此前在接受采访时表示，默克集团始终高度重视中国市场，计划加大对华投资。默克集团对中国经济增长前景充满信心，“我们视中国为首选合作伙伴”。葛丽鹤说：“随着中国成为全球创新源泉，我们正积极寻求与中国企业合作的机会。中国企业正积极研发新药和新技术，同样能惠及全球。”（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2618917262","isCrawlerRequest":true}