医药行业 “砍单潮” 来袭,研发管线迎大调整

制药网
Nov 08, 2025

11月医药行业 “砍单潮” 打破了研发领域的平静。辉瑞在 2025Q3 业绩会上披露终止 11 个研发项目,涵盖 mRNA 疫苗、ADC、双抗等前沿领域,其中不乏 430 亿美元收购 Seagen、54 亿美元收购 GBT 所得的核心资产。阿斯利康也宣布终止AZD0022、AZD9829、AZD2693、MEDI1341、Fasenra(贝那利珠单抗)等多个管线,涉及肿瘤、代谢病等关键赛道。两大...

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