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辉瑞(PFE)
盘后
24.25
0.00
+0.00%
17:21 EDT
24.25
+0.20
+0.83%
行情数据延迟15分钟
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钛媒体APP
·
07-09 08:56
辉瑞礼来默沙东中国临床被查：成本最高降幅60%，FDA也挡不住
（本文作者为 vb动脉网，钛媒体经授权发布） 文 | vb动脉网 当下，全球创新药企均面临一个核心抉择：是否落地中国开展临床试验？ 从产业资本层面来看，全球顶级风投机构正推动旗下被投药企借力中国临床资源加速新药研发落地。美国百亿美元级投资机构RA Capital在2025年推出Swiftbridge项目，为旗下超100家初创药企搭建一站式中国临床落地通道，以降低海外企业本土化适配的时间成本与资金损耗。 与此同时，国际知名投资机构维梧资本（Vivo Capital）于2025年8月上线维梧加速器，聚焦筛选全球创新药资产，通过组建新公司（NewCo）等创新合作模式，将海外创新药项目引入中国。依托中国临床资源优势，提速新药研发与临床转化进程。 利好的另一面是外部政策壁垒。2026年4月，美国众议院拨款委员会针对FDA审评工作出台限制性要求：FDA在审评新药临床试验申请（IND）及其修正、补充材料时，不得接受、审评或采信来自中国、俄罗斯、伊朗、朝鲜临床试验中心的研究数据。 6月8日，美国国防部将188个中国实体列入“中国军工企业”名单，CXO龙头药明康德等在列。 6月30日，美国众议院“中国特别委员会”牵头的跨党派议员小组宣布，已通过调查函形式，对默沙东、艾伯维、礼来、辉瑞、百时美施贵宝五家美国头部制药企业启动国家安全调查，重点审查这些企业在华开展临床试验的运营情况。 一边是中国临床体系带来的高效、低成本发展红利，一边是地缘政治催生的数据审核壁垒，海外药企的中国临床布局一度陷入两难困境。 但Stylus Medicine首席执行官Emile Nuwaysir明确表示：“中国模式能大幅加速临床验证，这对初创企业至关重要。忽视这个机会简直疯狂。” 纵观全球医药产业，落地中国开展临床，已成为全球Biotech企业的主流必然选择。 依托“中国速度”，中国临床成全球Biotech估值跳板 创
辉瑞礼来默沙东中国临床被查：成本最高降幅60%，FDA也挡不住
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每日中新股的小富婆
·
06-18
$PFE 20260717 24.0 PUT$
Sell put大概率赚小钱，小概率亏大钱行权
$PFE 20260717 24.0 PUT$ Sell put大概率赚小钱，小概率亏大钱行权
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金银手指
·
06-26
$辉瑞(PFE)$
可以抄底了吗
$辉瑞(PFE)$ 可以抄底了吗
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KC878
·
06-15
$辉瑞(PFE)$
可以升回来了吧[难过]
$辉瑞(PFE)$ 可以升回来了吧[难过]
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少年维特
·
06-12
1900万美元付款之后，又来4亿美元，晶泰真正拿到的是什么？
短期医药板块的调整，掩盖不了一个正在发生的结构性事实：真正拥有底层技术壁垒的平台型公司，正在用一份又一份高额订单重新定义自己的估值坐标。 5月底，晶泰控股公告与Dovetree的合作取得新进展，收到第二笔1900万美元付款。而6月10日，又与一家国际知名生物制药公司达成总额超4亿美元的AI药物发现战略合作。半个月内接连兑现两笔重磅进展，在当下创新药板块持续走低、动辄数十亿美元的高额管线转让交易让市场对早期合作日渐"审美疲劳"的背景下，一个关键信号可能被忽视了：中国的AI制药已经不再处于"讲故事"阶段，而是正在用一份份真金白银的高额订单证明——全球顶级药企和顶尖科学家圈子，已经用付费行为为晶泰的平台能力投下了信任票。这不是融资新闻，这是商业验证。 晶泰的AI药物发现品牌辨识度已从"崭露头角"进入"持续验证"阶段。 先说Dovetree的合作，其中，一个泛癌种项目已经进入IND-enabling阶段，双方后续还会继续围绕难成药靶点、分子胶等方向推进研发。 从公告看，1900万美元到账，项目继续往前走，对晶泰这种共AI药物发现平台公司来说，只能算是阶段性兑现，只要项目持续有进展，后面就有更大的潜在里程碑付款（去年协议可是说最高可达59.9亿美元）。 晶泰这些年合作过不少大药企，像礼来、辉瑞、赛诺菲这些名字市场都熟。这个Dovetree之前倒是没怎么听过，感觉公司也比较低调，简单了解了下，结果发现背后创始人Gregory Verdine，是少数既有顶级学术背景，又长期活跃在美国Biotech创业一线的大牛。这或许才是理解晶泰“朋友圈”价值的关键切口。 一、Gregory Verdine是谁？ 一个用三十年时间反复挑战“不可成药靶点”的人。 看了下Verdine的履历，堪称神人了。29岁加入哈佛大学，35岁成为哈佛化学系近五十年来最年轻的终身教授之一。学术方面，参与揭示了表观遗传DN
1900万美元付款之后，又来4亿美元，晶泰真正拿到的是什么？
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每日中新股的小富婆
·
06-05
$PFE 20260612 24.5 PUT$
珍惜大陆能用期权的每一天
$PFE 20260612 24.5 PUT$ 珍惜大陆能用期权的每一天
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每日中新股的小富婆
·
06-04
$PFE 20260612 24.5 PUT$
$PFE 20260612 24.5 PUT$
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每日中新股的小富婆
·
06-03
$PFE 20260612 24.5 PUT$
大陆之后不能玩期权了怎么办 我好喜欢老虎期权界面
$PFE 20260612 24.5 PUT$ 大陆之后不能玩期权了怎么办 我好喜欢老虎期权界面
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远见为径
·
06-13
诺奖得主卡塔林·卡里科
如果人生是一部电影，卡塔林·卡里科的剧本大概会被人认为有点假：一个匈牙利屠夫的女儿，把全家的积蓄缝进女儿的泰迪熊里偷渡到美国，花了四十年时间研究一个所有人都觉得没前途的东西，期间被老板举报到移民局、被降职、被砍薪、被拒稿、被确诊癌症，最后拿了诺贝尔奖，顺便还把女儿培养成了两届奥运冠军。 泰迪熊里的全部家当 1955 年，卡里科出生在匈牙利一个小地方。她的父亲是个屠夫，家里没有自来水，没有冰箱，没有电视。但卡里科从小就展现出一种奇怪的兴趣：她对看不见摸不着的微观世界极度着迷。 在塞格德大学拿到博士学位后，卡里科在匈牙利科学院做博士后研究，专注于 mRNA -- 一种负责把 DNA 的指令传达给细胞的分子。你可以把它理解成人体内部的"快递小哥"，负责把基因的设计图纸送到蛋白质生产车间。当时所有人都觉得这个快递小哥不太靠谱：mRNA 在体外极其脆弱，动不动就降解，还会引发强烈的免疫反应，简直就是个"一碰就炸的包裹"。 1985 年，卡里科决定去美国追求更好的科研环境。当时的匈牙利政府严格限制公民携带外汇出境，卡里科夫妇毅然决然地在黑市上卖掉了家里的汽车，换来了大约900英镑，把这些钱塞进了两岁女儿苏珊的泰迪熊肚子里。 就这样，一家三口带着一只"身价不菲"的泰迪熊，踏上了前往美国的旅程。 极端的"竞业协议" 到了美国后，卡里科在天普大学找到了一份博士后的工作，导师是生物化学教授罗伯特·苏哈多尼克。由于卡里科坚持研究当时被认为是"死胡同"的 mRNA 技术，她和苏哈多尼克在科研方向上的分歧越来越大。 后来，约翰·霍普金斯大学向卡里科抛出了橄榄枝。对于一个在天普大学处处受限的年轻科学家来说，这简直是天降甘霖。可是卡里科不太懂美国学术界的"规矩" -- 在生物学界，跳槽之前要先知会自己的导师。她在没有提前通报苏哈多尼克的情况下就接受了这个职位。 苏哈多尼克勃然大怒。他不愿意失去卡里科这个
诺奖得主卡塔林·卡里科
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KC878
·
06-01
$辉瑞(PFE)$
升升跌跌幅度不大，不害怕
$辉瑞(PFE)$ 升升跌跌幅度不大，不害怕
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公司概况
公司名称
辉瑞
所属市场
NYSE
成立日期
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员工人数
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办公地址
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公司网址
http://www.pfizer.com
邮政编码
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联系电话
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联系传真
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公司概况
辉瑞公司于1942年6月2日根据特拉华州法律成立。公司是一家以研究为基础的全球性生物制药公司。公司运用科学和全球资源，通过发现、开发、制造和分销保健产品（包括创新药物和疫苗），为人们带来延长和显著改善其生活的疗法。公司在发达国家和新兴市场开展工作，致力于促进健康、预防、治疗和治愈这个时代最令人恐惧的疾病。公司与医疗保健提供商、政府和当地社区合作，支持并扩大在全球范围内获得可靠、负担得起的医疗保健服务。
06-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-16
员工持股计划
Form 11-K - Annual report of employee stock purchase, savings and similar plans
Form 11-K - Annual report of employee stock purchase, savings and similar plans
06-16
员工持股计划
Form 11-K - Annual report of employee stock purchase, savings and similar plans
Form 11-K - Annual report of employee stock purchase, savings and similar plans
05-12
超过5%披露
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
05-05
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
05-05
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-05
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-01
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-27
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-26
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-03
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-16
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-21
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-19
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
分时
5日
日
周
月
数据加载中...
最高
24.30
今开
24.11
量比
0.59
最低
24.01
昨收
24.05
换手率
0.51%
热议股票
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