中国企业创新疗法的全球吸引力日益增强，推动了该国作为生物医药强国的崛起，但中国尚未推出能在销售额上与西方历代最畅销大单品抗衡的药物。
The increasing global appeal of Chinese firms’ novel therapies has propelled the country’s rise as a biomedical powerhouse, but China has yet to produce a drug to rival all-time best-selling Western blockbusters in sales.
北京设定了雄心勃勃的新五年目标以提升全球影响力，包括到2030年至少有五款产品年全球销售额超过10亿美元。
Beijing has set ambitious new five-year targets to boost its global presence, including at least five products with annual global sales surpassing US$1 billion by 2030.
据部分分析师称，该目标可行。杰富瑞亚洲医疗健康研究主管崔翠指出，中国生物制药公司在2026年上半年贡献了全球交易总额的50%以上，并表示其“竞争效率与速度”将推动全球商业化。
The goal is achievable, according to some analysts. Jefferies’ head of Asia healthcare research Cui Cui noted that Chinese biopharmaceutical companies contributed over 50 per cent of the global deal value in the first half of 2026, adding that their “competitive efficiency and speed” would drive global commercialisation.
与此同时，Atlas Venture高级合伙人Julia Pian在上周的一篇博客文章中写道，基于当前轨迹，中国“十四五”规划中设定的量化目标“触手可及”。
Meanwhile, Julia Pian, a senior associate at Atlas Venture, wrote in a blog post last week that the quantitative goals set out in China’s five-year plan were “well within reach”, based on the current trajectory.
DBS香港股票研究执行董事Mark Kong也对中国实现目标表示信心，包括到2030年中国首创创新药占全球总数至少25%。据Kong称，这一比例目前约为22%，高于2016年的4%。
Mark Kong, executive director of equity research at DBS Hong Kong, also expressed confidence that China would reach its targets, including having Chinese first-in-class innovative drugs accounting for at least 25 per cent of the global total by 2030. This proportion was about 22 per cent at present, up from 4 per cent in 2016, according to Kong.
以下是有望在2030年前达到北京10亿美元销售目标的五大热门候选药物。
Here are five of the top contenders to meet Beijing’s US$1 billion sales target by 2030.
百济神州的泽布替尼 这款来自百济神州（原BeiGene）的药物是目前仅有的两款年全球收入已超10亿美元的中国医药产品之一。
BeOne’s zanubrutinib The drug from BeOne Medicines, formerly BeiGene, is one of two Chinese pharmaceuticals that have already exceeded US$1 billion in annual global revenue.
泽布替尼用于治疗套细胞淋巴瘤和慢性淋巴细胞白血病等血液癌症。其通过抑制布鲁顿酪氨酸激酶发挥作用，该酶有助于某些血液癌细胞的存活和生长。
Zanubrutinib treats blood cancers, including mantle cell lymphoma and chronic lymphocytic leukaemia. It works by inhibiting Bruton’s tyrosine kinase, an enzyme that helps certain blood cancer cells survive and grow.
该药以百泽安（Brukinsa）为品牌名销售，于2019年首次获美国食品药品监督管理局（FDA）批准。去年，泽布替尼全球营收达39亿美元，超越其主要竞争对手——由艾伯维和强生共同拥有的伊布替尼，后者2025年营收为28.7亿美元。
Sold under the brand name Brukinsa, the drug was first approved by the US Food and Drug Administration in 2019. Last year, zanubrutinib reached US$3.9 billion in global revenue, dethroning its main competitor, AbbVie and Johnson & Johnson’s jointly owned ibrutinib, which brought in US$2.87 billion in 2025.
传奇生物的抗癌药物西达基奥仑赛（ciltacabtagene autoleucel）与强生联合开发和商业化，以凯赛琪（Carvykti）为名销售，也达到了北京设定的目标，2025年全球销售额达19亿美元。
Legend Biotech’s ciltacabtagene autoleucel Legend Biotech’s cancer medicine ciltacabtagene autoleucel, jointly developed and commercialised with Johnson & Johnson and sold as Carvykti, has also met Beijing’s target, bringing in US$1.9 billion in global sales in 2025.
凯赛琪针对多发性骨髓瘤（即骨髓癌），是一种嵌合抗原受体（CAR）T细胞疗法，通过改造患者的免疫细胞来识别和消灭癌细胞。
Targeting multiple myeloma, or cancer of the bone marrow, Carvykti is a type of chimeric antigen receptor (CAR) T-cell therapy, which modifies a patient’s immune cells to identify and eliminate cancer cells.
然而，根据瑞银7月的一份报告，激烈的竞争压力可能会阻碍凯赛琪的未来增长。瑞银表示，预计包括强生自家产品Tecvayli和吉利德的anito-cel在内的类似疗法将获得市场认可并拥挤市场。
Intense competitive pressure, however, may stymie Carvykti’s future growth, according to a July UBS report. Similar treatments, including Johnson & Johnson’s own product Tecvayli and Gilead’s anito-cel, were expected to gain traction and crowd the market, UBS said.
中国生物技术公司康诺亚的旗舰抗癌药物伊沃西单抗（ivonescimab）有望在2030年前达到10亿美元销售里程碑，据杰富瑞的崔某表示。
Akeso’s ivonescimab Chinese biotechnology firm Akeso’s flagship cancer drug ivonescimab was a strong candidate for hitting the US$1 billion sales milestone by 2030, according to Jefferies’ Cui.
伊沃西单抗因在2024年肺癌试验中击败默沙东的Keytruda（K药）而声名大噪，这一里程碑使康诺亚获得赞誉，被认为创造了中国生物技术的“DeepSeek时刻”。
Ivonescimab famously beat Merck’s Keytruda in lung cancer trials in 2024, a milestone that earned Akeso praise for creating Chinese biotech’s “DeepSeek moment” last year.
英国药企阿斯利康上周宣布向美国公司Summit Therapeutics投资20亿美元股权，后者持有伊沃西单抗在中国以外地区的独家开发和商业化权利。据制药行业数据平台Evaluate 6月的一份报告，伊沃西单抗的全球销售额到2032年可能达到85亿美元。
British drug maker AstraZeneca announced last week a US$2 billion equity investment in US firm Summit Therapeutics, which holds the exclusive rights to develop and commercialise ivonescimab outside China. Ivonescimab’s global sales could reach US$8.5 billion by 2032, according to a June report by Evaluate, a pharmaceutical industry data platform.
百济神州的替雷利珠单抗（Tislelizumab），商品名为特维布（Tevimbra），是百济神州第二大畅销药物。作为一种PD-1抑制剂，该药物通过阻断癌细胞的PD-L1蛋白与T细胞的PD-1受体结合，使免疫系统能够识别并攻击癌细胞。它用于治疗胃癌和食管癌等。
BeOne’s tislelizumab Tislelizumab, sold under the name Tevimbra, is BeOne Medicines’ second-highest-grossing drug. A so-called PD-1 inhibitor, the drug works by blocking a cancer cell’s PD-L1 protein from binding to the T cell’s PD-1 receptor, enabling the immune system to recognise and attack cancer cells. It is used to treat gastric and esophageal cancers, among others.
根据公司2025年年报，特维布2025年全球销售额达到7.37亿美元，较2024年增长18.8%。其主要竞争对手包括默克的Keytruda（帕博利珠单抗）。
Tevimbra reached US$737 million in global sales in 2025, increasing 18.8 per cent from 2024. Its main competitors include Merck’s Keytruda, the company said in its 2025 annual report.
崔某表示，四川科伦博泰生物医药的抗体药物偶联物（ADC）萨妥珠单抗替鲁替康（sac-TMT），该药物已授权默克在中国以外地区商业化，也是有望在本十年末实现全球销售额达10亿美元的潜力候选药物。
Kelun-Biotech’s sacituzumab tirumotecan (sac-TMT) Sichuan Kelun-Biotech Biopharmaceutical’s antibody-drug conjugate (ADC) sac-TMT, which the company licensed to Merck for commercialisation outside China, was also a promising candidate for reaching US$1 billion in global sales by the end of this decade, Cui said.
ADC能将抗癌药物以靶向方式直接递送至肿瘤细胞，科伦的sac-TMT可治疗包括乳腺癌和肺癌在内的肿瘤。虽然科伦未披露该药物2025年的销售数据，但公司报告称当年总收入为20.5亿元人民币（约3.0576亿美元），并将sac-TMT确定为其核心产品。
ADCs deliver cancer-killing drugs directly to tumour cells in a targeted manner, and Kelun’s sac-TMT treats tumours including breast cancer and lung cancer. While Kelun has not disclosed the drug’s 2025 sales figures, the company reported 2.05 billion yuan (US$305.76 million) in total revenue for the year and identified sac-TMT as its core product.