2026年一个注定燃爆的BD方向

药渡Daily
Dec 16, 2025

卷疯了?减重赛道确实卷疯了!辉瑞火速加入战局,就是一个很好的例证。从豪掷超100亿美元成功收购Metsera,到斥资超20亿美元引进复星医药口服小分子GLP-1R激动剂,辉瑞仅用短短一个月的时间,就迅速构建起下一代减肥药管线矩阵。要知道,辉瑞是在减重赛道踩过不少坑的,但它依然没有放弃,原因主要有两个:一是面临巨大专利悬崖,急需填补营收缺口;二是减肥药市场空间可达千亿级规模,必须要争夺。而辉瑞的布局...

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