礼来 13 亿联姻 AI 药企，筑牢肥胖症管线

生物制品圈

08/15

摘要：在新一代口服肥胖症药物 III 期数据不及预期后，制药巨头礼来（Eli Lilly）迅速出手，以 13 亿美元与波士顿 AI/机器学习初创公司 Superluminal Medicines 达成合作，聚焦 G 蛋白偶联受体（GPCRs）开发新型小分子肥胖症及 cardiometabolic 疾病药物。此次合作不仅延续了双方的合作渊源，更凸显礼来在肥胖症领域加码管线、应对市场竞争的迫切性。一、...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250815124301a6e77337&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":"LU2360106947.USD","symbol_name":"BGF NUTRITION \"A4\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250815124301a6e77337&s=b","article_id":"2559911299","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250815124301a6e77337&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, 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Medicines 达成合作，聚焦 G 蛋白偶联受体（GPCRs）开发新型小分子肥胖症及 cardiometabolic 疾病药物。此次合作不仅延续了双方的合作渊源，更凸显礼来在肥胖症领域加码管线、应对市场竞争的迫切性。一、数据承压后 “补仓”：13 亿押注 GPCRs 赛道一周前，礼来新一代口服肥胖症药物 orforglipron 的 III 期数据公布，平均减重 12.4% 的成绩未能超越诺和诺德注射剂司美格鲁肽（semaglutide）13.7% 的减重效果，令分析师略感失望。尽管礼来仍计划在年底前向 FDA 提交该药物的上市申请，但显然已开始为管线 “未雨绸缪”。8 月 14 日，礼来宣布与 Superluminal 达成 13 亿美元合作。这笔资金将通过 upfront 付款、股权投资、开发及商业化里程碑付款，以及基于净销售额的分级特许权使用费等方式支付给 Superluminal。双方的核心合作方向锁定 GPCRs—— 这类位于细胞膜上的受体是药物研发的热门靶点，尤其在代谢疾病领域潜力显著。二、Superluminal 的 “王牌”：AI+GPCRs 专长对礼来而言，Superluminal 的吸引力不仅在于 GPCRs 领域的布局，更在于其 AI 技术底色。这家 2022 年成立的初创公司，核心竞争力是利用人工智能与机器学习技术 “从头设计”（de novo）生物分子结构，专注于内分泌及 cardiometabolic 疾病领域。目前，Superluminal 的 5 个在研分子均以 GPCRs 为靶点，其中唯一公开的靶点是 MC4R—— 该受体的基因缺陷是单基因肥胖最常见的成因，其靶向药物被视为肥胖症治疗的重要方向，目前该分子已进入临床前研究阶段；另外 4 个项目虽未披露具体靶点，仍处于先导化合物发现阶段，但均围绕 GPCRs 展开。这种 “AI 驱动 + GPCRs 深耕” 的模式，恰好填补了礼来在小分子肥胖症药物领域的技术需求。三、从资本合作到深度绑定：双方渊源已久事实上，礼来与 Superluminal 并非首次联手。2024 年 9 月，Superluminal 完成 1.2 亿美元 A 轮融资时，礼来便是投资方之一。此次 13 亿美元的深度合作，可视为双方信任的延续与升级。对成立仅 3 年的 Superluminal 而言，与礼来的合作意味着获得更充足的资金支持和商业化资源，加速其 GPCRs 管线从实验室走向临床；而对礼来来说，通过 “资本 + 合作” 模式绑定新兴 AI 药企，既能借助外部技术力量弥补自身短板，又能快速扩充管线，应对诺和诺德等对手的竞争压力。四、管线 “买买买”：礼来的激进布局此次合作并非礼来近期唯一的 “大手笔”。过去三周，礼来已斥资 8.56 亿美元与 Gate Biosciences 合作开发针对 “分子门” 的小分子药物；5 月，还以 4.15 亿美元从 Alchemab 手中获得一款 ALS 反义寡核苷酸药物的许可权。一系列动作指向同一个目标：保持管线活力。在肥胖症这一全球炙手可热的赛道，礼来既需巩固现有产品优势，更需通过持续的外部合作与并购，为未来储备 “弹药”。而与 Superluminal 的 13 亿美元联姻，正是这场布局中关键的一环。参考来源：https://www.biospace.com/business/eli-lilly-keeps-obesity-pipeline-fresh-with-1-3b-superluminal-partnership识别微信二维码，添加生物制品圈小编，符合条件者即可加入生物制品微信群！请注明：姓名+研究方向！版权声明本公众号所有转载文章系出于传递更多信息之目的，且明确注明来源和作者，不希望被转载的媒体或个人可与我们联系(cbplib@163.com)，我们将立即进行删除处理。所有文章仅代表作者观不本站。","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"}}}