医药行业BD交易井喷,2025全年首付款大涨226%,交易模式从“单次授权”迈向“共同开发”

财经网
Feb 10

2025年5月下旬,港股三生制药股价单日暴涨超30%,子公司三生国健在A股市场更是连续四个交易日斩获“20CM”涨停。点燃这场资本狂欢导火索的,是一笔高达60.5亿美元的对外授权合作交易——辉瑞拿下其抗癌双抗药物SSGJ-707海外权益,仅首付款就达到12.5亿美元。而这,仅仅只是拉开了全年BD热潮的序幕。从三生制药和辉瑞的双抗交易刷新国内BD首付款记录开始,信达生物、舶望制药、恒瑞医药等公司接连...

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