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大型制药公司转向中国寻求新药,专利悬崖推动数十亿美元交易Big Pharma turns to China for new drugs as patent cliff drives multibillion-dollar deals

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诺华公司签署了一项价值高达78亿美元的协议,这是大型制药企业与中国生物技术公司之间近期一系列合作中的最新一例。

Novartis has signed a deal worth up to $7.8 billion, in the latest of a flurry of tie-ups between Big Pharma and Chinese biotechs.

这家瑞士制药巨头将与中国的Abogen Biosciences公司达成许可协议,获得后者的一项处于研发早期的治疗自身免疫性疾病的实验性药物的所有权。Abogen公司在周五发布的声明中提到了这一合作。

The Swiss pharma major is entering a licensing agreement with China-based Abogen Biosciences for its lead asset, an early-stage experimental treatment for autoimmune disease, Abogen said in a statement on Friday.

中国为西方生物制药公司提供了寻找下一款“重磅药物”的机会——因为那些销售额高达数百亿美元的畅销药物的专利将在2030年代初到期,从而面临“专利悬崖”(即专利保护期结束后的市场竞争压力)。由于近期在临床试验中遇到挫折,诺华公司的股价上个月出现了自1987年以来最大幅度的下跌,这引发了人们对该公司能否成功开发出新药物以应对这些专利到期问题的担忧。

China offers Western biopharma companies hopes of finding their next blockbuster drug, as patents on top-selling drugs, which generate hundreds of billions in sales, face a "patent cliff" in the early 2030s, Novartis' normally stable shares fell last month by the most since 1987 following several clinical trial setbacks raising questions about its ability to develop new drugs to offset the looming patent expirations.

根据协议内容,诺华公司将预先支付5.75亿美元以获得该中国公司研发的mRNA疗法的全球使用权,并在未来还需支付额外的72亿美元作为里程碑付款。此外,诺华还拥有独家许可权,可以使用Abogen公司的RNA技术平台来开发更多新药。

As part of its Abogen deal, the company will pay $575 million upfront for the global rights to the Chinese company's messenger RNA therapy, with an additional $7.2 billion in milestone payments. It will also have the exclusive option to license Abogen's assets developed on its RNA platform.

诺华的这一举动并非个例:本周早些时候,丹麦减肥药制造商诺和诺德(Novo Nordisk)也宣布与恒瑞医药(Hengrui Pharma)达成了一项独家许可协议,获得一种处于研发早期的、每周服用一次的GLP-1/GIP组合药物的所有权,交易金额高达26亿美元。

Far from alone Novartis' announcement comes after Danish weight loss drug maker Novo announced earlier this week an exclusive licensing agreement with Hengrui Pharma for an early-stage, once-weekly GLP-1/GIP pill for as much as $2.6 billion.

由于肥胖治疗领域的竞争日益激烈,诺和诺德的股价在过去两年中大幅下跌。该公司正面临压力,需要寻找能够取代其Semaglutide系列产品的新型药物。

Novo, whose shares have plummeted over the past two years amid intensifying competition in the anti-obesity space, is under pressure to find a successor to its semaglutide franchise, which includes mega-blockbusters Wegovy and Ozempic.

英国葛兰素史克(GSK)也在9月中旬宣布,将以最高7.5亿美元的价格从中国的Chimagen Biosciences公司收购一种治疗血液癌症的药物。

The U.K.'s said in mid-September that it was acquiring a blood cancer medicine from Chinese Chimagen Biosciences for up to $750 million.

葛兰素史克的业务发展负责人Chris Sheldon上个月在伦敦的一场医疗投资会议上表示,虽然该公司并未针对特定地区来开展创新活动,但中国在新生物技术领域的创新贡献正在迅速增加。

GSK's head of business development, Chris Sheldon, told a London healthcare investor event last month that, while the company isn't targeting specific geographies for innovation, China's share of new biotech innovation is rapidly increasing.

ING估计,到2026年,中国将占全球制药企业研发管线中新分子的约三分之一,而2014年这一比例仅为4%。

ING has estimated that China will account for about a third of all new molecules in pharma companies' pipelines globally in 2026, up from 4% in 2014.

该银行预计,随着海外市场对中国生物技术公司药物资产的需求上升,2026年中国生物技术对外授权交易总额将超过2500亿美元。中国研发的药物正越来越多地被纳入全球制药巨头的研发项目。

The bank expects the value of Chinese biotech outlicensing deals to surpass $250 billion in 2026, as overseas demand for its drug assets rises. Drugs developed in China are increasingly being pulled into global Big Pharma development programs.

阿斯利康周五早些时候宣布,已与萨米特治疗公司建立合作,以测试其肿瘤药物。

AstraZeneca early Friday announced it had entered a partnership with Summit Therapeutics to test its oncology drugs.

阿斯利康将与第一三共合作,在多种肿瘤类型中测试阿斯利康的癌症治疗药物Datroway与萨米特的依沃西单抗的联合疗法。后者由中国生物技术公司康方生物开发,并授权给萨米特。

With Daiichi Sankyo, they will test AstraZeneca's cancer treatment Datroway in combination with Summit's ivonescimab, developed by Chinese biotech Akeso and licensed to Summit, across multiple types of tumour.

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