药资讯 - 药时代DrugTimes

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每5人就有1人停药！这款GLP-1新药还能逆风翻盘吗？

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药资讯

全球首个！信达ADC三期临床成功

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FDA局长之位竟成“烫手山芋”？代理局长：无意留任

2026年6月6日
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27例患者死亡！ADC股价大跌57%，矛头指向……

2026年6月5日
药资讯

2.57亿美元！康诺亚收到首付款

2026年6月5日
药资讯

19亿美元！礼来押注RNA编辑

2026年6月4日
药资讯

生存期翻倍、体内CAR-T突破，2026 ASCO究竟上演了什么？

2026年6月4日
药资讯

Ida Hilden升任诺和诺德副总裁，掌舵肥胖症与心肾代谢研发

2026年6月4日
药资讯

翰森制药GLP-1/GIP减重药上市许可申请获NMPA受理

2026年6月4日
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III期成功，但8人患癌！Abivax股价暴跌44%

2026年6月3日

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【DrugTimes News】Seven Authorities Issue the 15th Five-Year Plan for Disease Prevention and Control, Setting Six Key Tasks for Major Infectious Disease Prevention
2026年7月28日
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On July 27, with the approval of the State Council, seven authorities including the National Health Commission, National Disease Prevention and Control Administration, National Development and Reform Commission, Ministry of Finance, Ministry of Agriculture and Rural Affairs, General Administration of Customs and National Administration of Traditional Chinese Medicine jointly released the 15th Five-Year Plan for Disease Prevention and Control.
The Plan targets the establishment of a modern disease control system with Chinese characteristics by 2030. It aims to refine institutional mechanisms for coping with large-scale epidemic risks, operate an efficient multi-point-triggered and responsive infectious disease monitoring and early warning system, and significantly upgrade capabilities in scientific assessment, targeted prevention, emergency response, medical treatment and material support. Breakthroughs will be achieved in public health research and talent development to better prepare for emerging infectious diseases and curb risks of major infectious and non-communicable diseases.
Prioritizing major infectious disease prevention under the strategy of simultaneous prevention of multiple diseases, the Plan outlines six core tasks covering respiratory, vector-borne, blood-borne and sexually transmitted, zoonotic, vaccine-preventable and other infectious diseases. Special columns are also included to roll out dedicated prevention and control initiatives against major infectious diseases.
【药时代快讯】七部门联合印发疾控 “十五五” 规划部署六大重大传染病防控任务
2026年7月28日
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2026 年 7 月 27 日，经国务院批复，国家卫健委、国家疾控局、发改委、财政部、农业农村部、海关总署、国家中医药局七部门联合印发《疾病预防控制 “十五五” 规划》，明确我国未来五年公共卫生体系建设发展路径。
规划设定 2030 年发展总目标：全面搭建现代化、本土化疾控体系，优化疫情风险处置机制，建成灵敏高效的传染病多点监测预警网络，强化精准防控、应急救治、物资储备等综合能力，补齐公卫科研与专业人才短板，全面降低新发突发传染病、重点流行病的健康威胁。
重大传染病防控被列为本次规划核心工作。文件遵循多病同防统筹思路，划定六大重点工作方向，覆盖呼吸道、虫媒、血源及性传播、人畜共患病、疫苗可控疾病及其他类别传染病。此外，规划配套设立专项专栏，落地针对性专项行动，系统性筑牢传染病多层防线。
业内表示，该规划统筹多部门资源协同，兼顾常态化预防与应急处置，将持续完善全国公共卫生防护屏障，切实降低各类重大疾病带来的社会与医疗负担。
【DrugTimes News】AstraZeneca Releases Q2 Results, Reaffirms $80 Billion Revenue Target for 2030
2026年7月28日
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On July 27, 2026, AstraZeneca, a global pharmaceutical giant, released its Q2 operational performance report. Financial figures show that the company posted total revenue of $15.38 billion in the quarter. Its oncology division served as the primary growth driver, with related revenue rising 15% year-on-year. The continued commercialization of its oncology pipeline products has delivered solid market value and driven steady overall business growth.
In its official announcement, the group restated its long-term strategic blueprint and remained committed to its core target of achieving $80 billion in annual revenue by 2030. Senior executives voiced strong confidence in the proprietary pipeline during earnings calls, as multiple novel therapeutics progress toward market launch. With innovative assets including Baxfendy and Etcamah rolling out commercially, the company has completed more than half of its medium-to-long-term plan to launch 20 new medicines by 2030.
Oncology remains a core competitive battlefield for pharmaceutical companies worldwide. AstraZeneca maintains solid market share via its comprehensive portfolio of anti-tumor medicines while ramping up investment in new drug research and development. Industry analysts comment that successive new product launches will unlock sustained growth potential for the firm. The steady advancement of its pipeline offers robust backing to hit its long-range revenue goal, and the commercial performance of its upcoming new drugs merits ongoing market attention.
【药时代快讯】广药白云山何济公 3.3 亿元收购法玛星医药布局高端透皮贴剂赛道
2026年7月28日
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近日，广药集团旗下广州白云山何济公药业完成股权收购签约，以 3.3 亿元对价收购北京法玛星医药全部股权并取得控股地位，正式切入高端新型透皮贴剂赛道。

北京法玛星深耕透皮给药技术十余年，全资持有生产平台武汉法玛星制药，手握氟比洛芬凝胶贴膏、洛索洛芬钠凝胶贴膏两大镇痛核心批文。其中氟比洛芬凝胶贴膏为国内首家通过一致性评价的仿制产品，打破长期市场垄断，凭借低肠胃刺激、长效镇痛优势，院内市场规模超二十亿元，技术与产品壁垒突出。

本次收购将补齐白云山何济公外用制剂板块短板，企业原有外用止痛中成药管线，可与法玛星化学透皮贴剂形成中西协同，覆盖骨科、风湿类疼痛全场景治疗需求。依托广药成熟全国商业渠道，法玛星优质透皮产品有望快速拓宽市场覆盖面。

业内分析表示，透皮凝胶贴膏属于高成长外用细分赛道，本次并购是广药完善疼痛管理产品线的关键布局，有助于集团在外用镇痛领域建立差异化竞争壁垒，挖掘外用制剂增量空间。
【药时代快讯】佳兆业健康旗下青海制药斩获强效镇痛麻精药注册批件
2026年7月28日
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2026 年 7 月 27 日，港股企业佳兆业健康发布公告，旗下核心医药平台青海制药申报的盐酸氢吗啡酮注射液（规格 1ml：2mg）于 7 月 21 日正式取得国家药品监督管理局核发药品注册证书，获准在国内投产销售。

盐酸氢吗啡酮注射液属于管控类麻醉药品，已纳入《药用类麻醉药品目录（2025 年版）》，行业准入门槛极高，监管限定全国最多仅三家企业可持证生产。随着本次批件落地，青海制药跻身国内仅有的三家具备该制剂合法生产资质的药企之列，拿下稀缺行业准入资质。

该款注射液为临床强效镇痛核心用药，广泛用于术后重度疼痛、中晚期癌痛等重症镇痛场景，临床刚需稳定。青海制药作为国内老牌定点麻精药品生产基地，依托完整的麻醉药原料药与制剂产业链，本次新增品种将进一步完善集团疼痛治疗产品矩阵。

业内指出，麻精药品生产牌照稀缺、竞争格局稳定，此次获批有助于佳兆业健康持续深耕镇痛特药赛道，进一步强化企业在麻精镇痛领域的差异化竞争优势。

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