谭勇品读医药风云
E药经理人读书谭勇品读医药风云
| Publishes | Daily | Episodes | 1351 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | PhilosophySociety & CultureNewsBusiness News |
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Latest Episodes
回顾百奥赛图在资本市场一路走来，2022年，公司在港交所挂牌，完成了“国际验证”阶段，从搭建全球营销网络，到建立海外团队，再到吸引跨国药企合作。2025年，公司再次选择登陆A股科创板，标志着公司进入“本土价值实现”阶段，开始更强烈地与国内医药创新生态链接，寻求与其技术底座与收入结构更贴合的估值体系。当然，驱动百奥赛图这次登陆A股的核心，也是基于财务成熟与业务确定性的长期考量。与多数仍需资本输血的Biotech不同，百奥赛图已展现出健康的自我造血能力：2025年上半年，公司营收达6.21亿元，同比... more
近年来，在创新药行业经历资本周期波动、一级市场投资趋于理性、二级市场对盈利能力产生更严苛要求的背景下，Biotech公司的资本路径选择已经不仅是简单的融资方式，还成为商业模式、技术路线、生态融入能力和长期价值的集体检验。市场越来越强调技术驱动、业绩可验证、商业可持续兼具的公司。在这一背景下，百奥赛图敲钟科创板更具代表性意义。其“先H后A”两地上市的背后，是一家已实现盈利、现金流健康、硬核技术驱动的平台型Biotech正进入资本市场审视的聚光灯下，直面关于确定性与可持续性的核心拷问。上市首日，百奥... more
血液疾病领域可谓“全面开花”。最具代表性的莫过于CAR-T赛道。复星凯瑞的阿基仑赛注射液、合源生物的纳基奥仑赛注射液、药明巨诺的瑞基奥仑赛注射液、驯鹿生物的伊基奥仑赛注射液以及科济药业（恺兴生命科技）的泽沃基奥仑赛注射液等5款CAR-T产品集体进入商保创新药目录，为2025年的创新支付突破建立里程碑。除此之外，在血液肿瘤领域，多款双抗和小分子新药也成功准入基本医保和商保创新药目录。例如，在淋巴瘤领域，“罗氏打败罗氏”的戏剧性一幕再度上演。自去年罗氏的优罗华，即CD79b ADC维泊妥珠单抗成功准... more
首先，从企业层面看，多家跨国药企携“全球明星产品”成功跻身医保目录。
最典型的是近期市值突破万亿美元的礼来，其重磅产品替尔泊肽上市不到一年便成功进入目录，医保支付范围涵盖成人2型糖尿病血糖控制。今年前三季度，替尔泊肽实现全球总销售248.37亿美元，占礼来总营收近半，增速高达125%。
如今，这款全球“超级爆品”正式进入中国医保体系，其市场放量将进入加速阶段。值得注意的是，司美格鲁肽的糖尿病适应证此前已在医保内，替尔泊肽与司美格鲁肽将在医保支付框架下正面对抗。
阿斯利康则成为本次调整中跨国药企最... more
Reviews
- 一点小建议
主播内容很好，但普通话程度不易听懂。建议使用AI阅读或找个普通话标准的人播音
Apple Podcasts3米粒不吃米
United States4 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #33 | China/Society & Culture/Philosophy |
Apple Podcasts | #201 |  Hong Kong/Society & Culture/Philosophy |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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谭勇品读医药风云 launched 2 years ago and published 1351 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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