生物醫藥界競爭白熱化跨國巨頭瘋狂搶購「雙抗藥物」

電鰻快報網

2025/06/17

《電鰻財經》電鰻號/文當諾華、羅氏等跨國藥企揮舞着數百億元支票在雙抗領域瘋狂"掃貨"，這場生物醫藥界的"軍備競賽"背後，暗藏着一個關於創新與生存的寓言。當地時間6月2日，在2025年美國臨牀腫瘤學會(ASCO)年會上，百時美施貴寶(BMS)宣佈擬斥資最高達111億美元與BioNTech合作，共同開發並商業化一款腫瘤藥——BNT327。這是一種靶向PD-L1和VEGF-A的雙特異性抗體藥物，用於治療...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2544935271"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2544935271\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2544935271?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-06-17 10:43","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2544935271","market":"us","top_or_hot":-1,"title":"生物醫藥界競爭白熱化 跨國巨頭瘋狂搶購「雙抗藥物」","media":"電鰻快報網","content":"<div>\n<p>《電鰻財經》電鰻號/文當諾華、羅氏等跨國藥企揮舞着數百億元支票在雙抗領域瘋狂\"掃貨\"，這場生物醫藥界的\"軍備競賽\"背後，暗藏着一個關於創新與生存的寓言。當地時間6月2日，在2025年美國臨牀腫瘤學會(ASCO)年會上，百時美施貴寶(BMS)宣佈擬斥資最高達111億美元與BioNTech合作，共同開發並商業化一款腫瘤藥——BNT327。這是一種靶向PD-L1和VEGF-A的雙特異性抗體藥物，用於治療...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617104628a4ad5327&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>生物醫藥界競爭白熱化 跨國巨頭瘋狂搶購「雙抗藥物」</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n生物醫藥界競爭白熱化 跨國巨頭瘋狂搶購「雙抗藥物」\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">電鰻快報網</strong><span class=\"h-time small\">2025-06-17 10:43</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>《電鰻財經》電鰻號/文當諾華、羅氏等跨國藥企揮舞着數百億元支票在雙抗領域瘋狂\"掃貨\"，這場生物醫藥界的\"軍備競賽\"背後，暗藏着一個關於創新與生存的寓言。當地時間6月2日，在2025年美國臨牀腫瘤學會(ASCO)年會上，百時美施貴寶(BMS)宣佈擬斥資最高達111億美元與BioNTech合作，共同開發並商業化一款腫瘤藥——BNT327。這是一種靶向PD-L1和VEGF-A的雙特異性抗體藥物，用於治療...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617104628a4ad5327&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617104628a4ad5327&s=b\">電鰻快報網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JNJ","symbol_name":"強生","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617104628a4ad5327&s=b","article_id":"2544935271","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617104628a4ad5327&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2544935271","pubTimestamp":1750128191,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"據悉，從三年前的康方生物，到禮新制藥、三生製藥和普米斯生物，中國企業正在引領全球PD-1/VEGF雙抗的研發。三年前，康方生物憑藉首款國產雙抗藥物卡度尼利單抗的獲批，一度站在聚光燈下。但隨着跨國巨頭通過收購快速補足技術短板，相關領域的競爭日趨激烈。這場較量遠未到終局，中國創新藥企真正的機會，或許在於對本土醫療需求的深度挖掘。中國特有的高發癌種、差異化的醫保支付體系，都是跨國巨頭難以快速適應的戰場。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"JNJ":"强生","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","BMS":"碧美斯","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","01530":"三生制药","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","09926":"康方生物","BK4592":"伊斯兰概念","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4559":"巴菲特持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4568":"美国抗疫概念","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","L":"洛斯公司","LU0882574055.USD":"富达全球健康医疗A ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC"},"translate_title":"Competition in the biomedical industry is fierce, multinational giants are frantically snapping up \"double antibody drugs\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JNJ":0.9,"09926":0.9,"L":1,"BMS":1,"01530":0.9},"content_text":"《電鰻財經》電鰻號/文當諾華、羅氏等跨國藥企揮舞着數百億元支票在雙抗領域瘋狂\"掃貨\"，這場生物醫藥界的\"軍備競賽\"背後，暗藏着一個關於創新與生存的寓言。當地時間6月2日，在2025年美國臨床腫瘤學會(ASCO)年會上，百時美施貴寶(BMS)宣佈擬斥資最高達111億美元與BioNTech合作，共同開發並商業化一款腫瘤藥——BNT327。這是一種靶向PD-L1和VEGF-A的雙特異性抗體藥物，用於治療多種實體瘤。據悉，從三年前的康方生物，到禮新制藥、三生製藥和普米斯生物，中國企業正在引領全球PD-(L)1/VEGF雙抗的研發。但當越來越多同行分享PD-(L)1/VEGF雙抗的盛宴。三年前，康方生物憑藉首款國產雙抗藥物卡度尼利單抗的獲批，一度站在聚光燈下。這種能同時靶向兩個抗原的\"智能導彈\"，代表着腫瘤治療的新方向。但隨着跨國巨頭通過收購快速補足技術短板，相關領域的競爭日趨激烈。默克11億歐元收購TNG Therapeutics、強生18億美元入股Genmab，這些交易不僅帶來資金，更攜帶着數十年積累的研發體系與全球化渠道。業內人士指出，更深層的危機在於商業化的\"馬太效應\"。跨國藥企憑藉成熟的營銷網絡，能讓新產品迅速覆蓋全球主要市場。而本土創新藥企即便有技術突破，也常困於商業化能力的短板，但隨着國內市場日趨成熟這一局面也有望得到改善。這場較量遠未到終局，中國創新藥企真正的機會，或許在於對本土醫療需求的深度挖掘。中國特有的高發癌種、差異化的醫保支付體系，都是跨國巨頭難以快速適應的戰場。醫藥創新的長跑中，暫時的領跑從不是勝利的保證。當資本巨浪席捲雙抗領域，所有參與者都需明白：真正的優勢不在於誰第一個起跑，而在於誰能持續創新，並讓創新真正服務於患者，這場較量才啱啱開始。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

生物醫藥界競爭白熱化 跨國巨頭瘋狂搶購「雙抗藥物」

熱議股票

生物醫藥界競爭白熱化跨國巨頭瘋狂搶購「雙抗藥物」