898 lines
56 KiB
HTML
898 lines
56 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>创新药产业升级与国际化 - 行业洞察报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
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<style>
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body {
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font-family: 'Inter', sans-serif;
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background: linear-gradient(135deg, #f5f7fa 0%, #c3cfe2 100%);
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min-height: 100vh;
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}
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.glass-effect {
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background: rgba(255, 255, 255, 0.7);
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backdrop-filter: blur(10px);
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border: 1px solid rgba(255, 255, 255, 0.3);
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}
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.gradient-text {
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background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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background-clip: text;
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}
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.card-hover {
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transition: all 0.3s ease;
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}
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 30px rgba(0, 0, 0, 0.1);
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container table {
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min-width: 100%;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.875rem;
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}
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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left: 0;
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z-index: -1;
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}
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.timeline-dot {
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width: 12px;
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height: 12px;
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background: #667eea;
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border-radius: 50%;
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position: absolute;
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left: -6px;
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top: 6px;
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}
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.timeline-line {
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position: absolute;
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left: 0;
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top: 18px;
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bottom: 0;
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width: 1px;
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background: #e2e8f0;
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}
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.timeline-item {
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position: relative;
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padding-left: 24px;
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margin-bottom: 24px;
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}
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</style>
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</head>
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<body>
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold gradient-text mb-4">创新药产业升级与国际化</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">中国创新药从"跟随"到"并跑"的产业升级之路</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-lightbulb text-3xl text-purple-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">核心观点摘要</h2>
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</div>
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<div class="bg-gradient-to-r from-purple-50 to-blue-50 rounded-xl p-6">
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<p class="text-lg text-gray-700 leading-relaxed">
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中国创新药产业已完成从"跟随"到"并跑"的升级，正通过<strong class="text-purple-600">政策松绑+技术突破+国际化变现</strong>三重驱动进入<strong class="text-purple-600">基本面兑现期</strong>。2025年将是<strong class="text-purple-600">盈利拐点年</strong>：50%以上Biotech预计盈亏平衡，License-out交易额或突破<strong class="text-purple-600">600亿美元</strong>，ADC/双抗等前沿技术成为出海主力。
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</p>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-calendar-alt text-3xl text-blue-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">概念事件</h2>
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</div>
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<div class="space-y-6">
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="timeline-line"></div>
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<div class="bg-white rounded-lg p-4 shadow-sm">
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<h3 class="font-semibold text-lg text-gray-800 mb-2">2024年12月30日</h3>
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<p class="text-gray-600">中证报报道"政策赋能产业升级，创新药出海百花齐放"，指出中国药企通过海外获批、BD授权、合作研发等形式加速国际化，政策端持续加码支持。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-white rounded-lg p-4 shadow-sm">
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<h3 class="font-semibold text-lg text-gray-800 mb-2">2025年6月</h3>
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<p class="text-gray-600">ASCO年会中国药企贡献<strong class="text-blue-600">73项口头报告</strong>（11项入选LBA），中国生物制药创纪录，标志国际学术认可度跃升。</p>
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</div>
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</div>
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<div class="timeline-item">
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<div class="timeline-dot"></div>
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<div class="bg-white rounded-lg p-4 shadow-sm">
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<h3 class="font-semibold text-lg text-gray-800 mb-2">2025年Q1</h3>
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<p class="text-gray-600">中国创新药License-out交易达<strong class="text-blue-600">41起/369亿美元</strong>，3个月接近2023年全年水平，出海进入兑现期。</p>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心驱动力 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-rocket text-3xl text-green-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">核心驱动力</h2>
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</div>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-xl p-6">
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<div class="flex items-center mb-4">
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<i class="fas fa-landmark text-2xl text-green-600 mr-3"></i>
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<h3 class="text-xl font-semibold text-gray-800">政策端</h3>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li>• 医保谈判降价趋缓（续约规则降幅<15%）</li>
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<li>• 商保目录扩容、审评加速（40日默示许可）</li>
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<li>• 上海/北京等地补贴海外临床最高2000万</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-xl p-6">
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<div class="flex items-center mb-4">
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<i class="fas fa-microscope text-2xl text-blue-600 mr-3"></i>
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<h3 class="text-xl font-semibold text-gray-800">技术端</h3>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li>• 从Me-too转向FIC/BIC：2024年FIC分子占比24%</li>
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<li>• ADC/双抗技术全球领先</li>
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<li>• 中国HER2-ADC管线占全球80%</li>
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</ul>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-xl p-6">
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<div class="flex items-center mb-4">
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<i class="fas fa-handshake text-2xl text-purple-600 mr-3"></i>
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<h3 class="text-xl font-semibold text-gray-800">商业化</h3>
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</div>
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<ul class="space-y-2 text-gray-700">
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<li>• License-out成为现金流引擎</li>
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<li>• 2024年交易519亿美元（+26%）</li>
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<li>• 百利天恒BL-B01D1授权BMS，潜在总额84亿美元</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-fire text-3xl text-orange-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">关键催化剂</h2>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gradient-to-r from-orange-500 to-red-500 text-white">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">事件</th>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">影响公司</th>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">预期时间</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">ASCO 2025数据读出</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">康方生物（AK112肺癌数据）</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2025年6月</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">泽布替尼CLL适应症欧洲获批</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">百济神州</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2025年Q3</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">百利天恒BL-B01D1海外III期启动</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">百利天恒</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">2025年H2</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 核心玩家对比 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-chess text-3xl text-indigo-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">核心玩家对比</h2>
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</div>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-white rounded-lg overflow-hidden">
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<thead class="bg-gradient-to-r from-indigo-500 to-purple-500 text-white">
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<tr>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">公司</th>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">技术标签</th>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">出海进展</th>
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<th class="px-6 py-3 text-left text-xs font-medium uppercase tracking-wider">风险点</th>
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</tr>
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</thead>
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<tbody class="divide-y divide-gray-200">
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">百济神州</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">BTK全球龙头</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">泽布替尼美国市占率<strong class="text-indigo-600">29%</strong>（2025Q1）</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">CDK4抑制剂临床进度延迟</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">康方生物</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">PD-1/VEGF双抗首创</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">AK112授权Summit，首付款<strong class="text-indigo-600">5亿美元</strong></td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">头对头数据不及预期</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">百利天恒</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">EGFR/HER3 ADC</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">BL-B01D1授权BMS，潜在84亿美元</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">海外III期临床失败风险</td>
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</tr>
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<tr class="hover:bg-gray-50">
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<td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">恒瑞医药</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">仿创转型</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">JAK抑制剂东南亚III期进行中</td>
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<td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">传统业务集采压制利润</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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<!-- 潜在风险 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-exclamation-triangle text-3xl text-red-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">潜在风险与挑战</h2>
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</div>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="bg-red-50 rounded-xl p-6">
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<h3 class="font-semibold text-lg text-red-800 mb-4">技术风险</h3>
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<p class="text-red-700">ADC毒素毒性控制（如荣昌生物RC48的间质性肺炎风险）</p>
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</div>
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<div class="bg-yellow-50 rounded-xl p-6">
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<h3 class="font-semibold text-lg text-yellow-800 mb-4">商业化风险</h3>
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<p class="text-yellow-700">新兴市场支付能力不足（如东南亚医保报销比例<50%）</p>
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</div>
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<div class="bg-orange-50 rounded-xl p-6">
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<h3 class="font-semibold text-lg text-orange-800 mb-4">政策风险</h3>
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<p class="text-orange-700">FDA对中国临床数据审查趋严（2024年信达生物PD-1补充试验要求）</p>
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</div>
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<div class="bg-purple-50 rounded-xl p-6">
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<h3 class="font-semibold text-lg text-purple-800 mb-4">信息矛盾</h3>
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<p class="text-purple-700">浙商医药称"2025年盈利拐点"，但海通医药提示"50% Biotech仍亏损"</p>
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</div>
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</div>
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</div>
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<!-- 综合结论 -->
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<div class="glass-effect rounded-2xl p-8 mb-12 card-hover">
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<div class="flex items-center mb-6">
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<i class="fas fa-chart-line text-3xl text-teal-600 mr-4"></i>
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<h2 class="text-2xl font-bold text-gray-800">综合结论与投资启示</h2>
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</div>
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<div class="bg-gradient-to-r from-teal-50 to-cyan-50 rounded-xl p-6">
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<div class="space-y-4">
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<div>
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<h3 class="font-semibold text-lg text-teal-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">已从<strong class="text-teal-600">主题炒作</strong>（2021年PE 78倍）进入<strong class="text-teal-600">基本面驱动</strong>（当前PE 30倍+现金流改善）。</p>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-teal-800 mb-2">高价值方向</h3>
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<ul class="space-y-2 text-gray-700">
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<li>1. <strong class="text-teal-600">ADC出海龙头</strong>：百利天恒（84亿美元潜在交易）、科伦博泰（SKB264 FDA受理中）</li>
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<li>2. <strong class="text-teal-600">双抗平台型公司</strong>：康方生物（AK112头对头K药成功）</li>
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<li>3. <strong class="text-teal-600">CXO订单复苏</strong>：药明康德（2025Q1合同负债+55%）</li>
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</ul>
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</div>
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<div>
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<h3 class="font-semibold text-lg text-teal-800 mb-2">跟踪指标</h3>
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<ul class="space-y-2 text-gray-700">
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<li>• <strong class="text-teal-600">License-out首付款到账率</strong>（验证现金流改善）</li>
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<li>• <strong class="text-teal-600">海外III期临床入组速度</strong>（验证国际化执行力）</li>
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<li>• <strong class="text-teal-600">商保目录纳入品种数量</strong>（验证支付端扩容）</li>
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</ul>
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</div>
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<div class="bg-teal-100 rounded-lg p-4 mt-6">
|
||
<p class="text-lg font-semibold text-teal-800 text-center">
|
||
一句话总结：2025年是中国创新药"从故事到业绩"的元年，ADC/双抗技术出海+政策支付端松绑将共同驱动板块戴维斯双击。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="glass-effect rounded-2xl p-8 mb-12">
|
||
<div class="flex items-center mb-6">
|
||
<i class="fas fa-chart-bar text-3xl text-pink-600 mr-4"></i>
|
||
<h2 class="text-2xl font-bold text-gray-800">关联股票数据</h2>
|
||
</div>
|
||
<div class="space-y-8">
|
||
<!-- 中药公司创新转型 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-seedling text-green-600 mr-2"></i>
|
||
中药公司创新转型（250611）
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden shadow-sm">
|
||
<thead class="bg-gradient-to-r from-green-500 to-emerald-500 text-white">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">进度</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">众生药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">减重/降糖、新冠、流感、MASH</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">RAY1225注射液、来瑞特韦片、昂拉地韦片</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">GLP-1/GIP双靶点、新冠病毒3CL蛋白酶抑制剂、RNA聚合酶PB2蛋白抑制剂</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">III期临床进行中（2025年5月减重及降糖III期均启动）、已上市（2023年3月）、已上市（2025年5月）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">控股子公司众生睿创在减重/降糖、新冠、流感领域布局多个创新药项目，核心品种处于临床III期或已上市阶段</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">康缘药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">减重/降糖、视神经损伤、神经病理性角膜炎</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">ZSP1601片、ZX2021注射液、ZX1305注射液、ZX1305E滴眼液</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">GLP-1/GIP双靶点、GLP-1/GIP/GCG三靶点、重组人神经营养因子</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">IIb期临床进行中、完成IIa期临床、II期临床进行中、完成IIa期临床</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">通过子公司江苏中新兴药布局代谢及眼科领域创新药，多个品种处于临床II-III期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">以岭药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">急性髓性白血病（AML）、急性缺血性脑卒中</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">苯胺洛芬注射液、XY0206（口服）、XY03-EA片</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">抑制前列腺素合成、FLT3抑制剂、NBP的新型衍生物</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">已提交上市申请（24年7月）、III期临床进行中（2023年10月）、IIb期临床进行中</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">子公司以岭万洲布局肿瘤及脑卒中领域，核心品种处于临床III期或提交上市申请</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">云南白药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">前列腺癌/PET成像、实体瘤、NASH/糖尿病</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">G201胶囊、INR101注射液（核药）、INR102注射液（核药）、B1962注射液（双抗）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">促性腺激素释放激素（GnRH）、前列腺特异性膜抗原（PSMA）、PD-L1/VEGF双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">筹备II期临床、III期临床进行中（25年5月首例入组）、II期临床进行中（24年11月）、II期临床进行中</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">通过子公司云核医药布局核药及实体瘤治疗，多个品种进入临床II-III期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天士力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">急性缺血性脑卒中、复发胶质母细胞瘤、肿瘤</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">NR-20201注射液、P134细胞注射液（CAR-T）、PXT3003</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">Frα ADC、靶向CD44/CD133的自体CAR-T、PMP22</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">24年10月美国IND获批，25年3月国内IND获批、25年4月IND获批、25年4月上市申请获受理</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">自主研发及合作开发肿瘤及脑卒中领域创新药，核心品种进入临床II期或上市申请阶段</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">济川药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">流感、银屑病/特应性皮炎/COPD</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">玛塔西沙韦片（ZX-7101A）、HPP737胶囊</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">聚合酶酸性蛋白（PA）抑制剂、PDE4抑制剂</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">2024年2月上市申请获受理、中重度斑块状银屑病III期临床进行中</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与南京征祥医药合作开发抗病毒及免疫领域药物，核心品种处于临床III期或上市申请阶段</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">佐力药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">帕金森症、威尔逊症、I/II型戈谢症</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">LY-N001、LY-M003、LY-M001</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">GBA1基因、ATP7B基因、GBA1基因</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">IND申请中、I期临床进行中、I/II期临床进行中（24年8月首例患者接受治疗）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">参股公司凌意生物布局罕见病基因治疗，多个项目进入临床I-II期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">珍宝岛</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">非霍奇金淋巴瘤</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">TRS005</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">抗CD20-ADC</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">关键单臂注册II期进行中（24年3月，纳入突破性治疗品种）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">参股子公司浙江特瑞思药业开发抗肿瘤ADC药物，处于临床II期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">华纳药厂</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">抑郁症、中重度斑块状银屑病</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">ZG-001胶囊、ZG-002片</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">BDNF-TrkB、TYK2变构抑制剂</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">IIa期临床进行中（预计2025完成）、IIa期临床进行中（截至25年4月完成31例受试者入组）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">控股子公司致根医药开发精神及免疫领域创新药，核心品种处于临床IIa期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">九芝堂</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">缺血性脑卒中、自身免疫性肺泡蛋白沉积症</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">人骨髓间充质干细胞注射液</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">干细胞治疗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">IIa期临床进行中（截至25年4月完成8例受试者入组）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">控股子公司九芝堂美科（北京）开发干细胞治疗产品，处于临床IIa期</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">羚锐制药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">过敏性鼻炎</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">苯环喹溴铵鼻喷雾剂</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">选择性M1/M3胆碱能受体拮抗剂</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">变应性鼻炎适应症已上市</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">自主研发过敏性鼻炎治疗药物，已获批上市</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">桂林三金</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">晚期实体瘤、特发性肺纤维化</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">BC006注射液（单抗）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">巨噬细胞集落刺激因子1受体（CSF-1R）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">I期临床试验即将完成、25年5月IND获批</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">子公司宝船生物开发抗肿瘤及纤维化领域单抗药物，处于临床I期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 创新药(250523) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-pills text-blue-600 mr-2"></i>
|
||
创新药(250523)
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden shadow-sm">
|
||
<thead class="bg-gradient-to-r from-blue-500 to-indigo-500 text-white">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">产业链</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">恒瑞医药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">百济神州</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">君实生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">荣昌生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">神州细胞</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">贝达药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">诺诚健华</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">泽璟制药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">复旦张江</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">微芯生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">生物制药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新研发</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">创新药</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 创新药(250609) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-vial text-purple-600 mr-2"></i>
|
||
创新药(250609)
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden shadow-sm">
|
||
<thead class="bg-gradient-to-r from-purple-500 to-pink-500 text-white">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">分类</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">信达生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">宜明昂科</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">华海药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">荣昌生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">汇宇制药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">君实生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">奥赛康</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">PD-1</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">泽璟制药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">TCE</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">亿帆医药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">TCE</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">复宏汉霖</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">ADC</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 创新药双抗(250522) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-dna text-red-600 mr-2"></i>
|
||
创新药双抗(250522)
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden shadow-sm">
|
||
<thead class="bg-gradient-to-r from-red-500 to-orange-500 text-white">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">行业</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">项目2</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">项目3</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">技术</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">益诺思</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">CRO</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">CLDN18.2和CD47双特异性抗体</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司提供双抗ADC药物临床研究服务，并涉及CLDN18.2和CD47靶点开发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">普蕊斯</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">CRO</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-L1和CD47双特异性抗体</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">专注于双特异性抗体临床试验服务，覆盖PD-L1和CD47靶点</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">昭衍新药</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">CRO</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-1和TIGIT双特异性抗体</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">建立双特异性抗体研发平台，开展PD-1/TIGIT双抗项目</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">百济神州</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">EGFR和HER3双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-1和VEGF双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">CD20和CD3双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">自主研发JS212（EGFR/HER3）、JS207（PD-1/VEGF）等多款双抗药物</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">荣昌生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-1和VEGF双抗（RC148）</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">RC148处于临床II期，靶向PD-1和VEGF的双特异性抗体</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">安科生物</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-L1和OX40双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">布局单克隆抗体、双特异性抗体及ADC药物研发</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">健康元</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">双特异性抗体平台</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">丽珠生物旗下研发平台涵盖双抗、NK细胞治疗等领域</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">天士力</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-L1和VEGFR双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">引进天士力生物PD-L1/VEGFR双抗项目权益</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">贝达药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">EGFR和c-Met双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">开发针对EGFR和c-Met靶点的双特异性抗体</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">华海药业</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">PD-L1和VEGF双抗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">HB0025（PD-L1/VEGF）进入临床Ib/II期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 创新药相关(250530) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-800 mb-4 flex items-center">
|
||
<i class="fas fa-syringe text-teal-600 mr-2"></i>
|
||
创新药相关(250530)
|
||
</h3>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden shadow-sm">
|
||
<thead class="bg-gradient-to-r from-teal-500 to-cyan-500 text-white">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">股票</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">药品</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">研发</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">血液制品</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">基因检测</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">检测</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">CRO</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">合作</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">止血</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">试验模型</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">舒泰神</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">STSP-0601治疗粘多糖贮积症项目，鉴Ⅱ期临床数据达到预设主要有效性终点，公司计划基于已有数据推进附条件上市申报准备工作，并在后续阶段尽快向CDE提交附条件上市申请。该产品已获得CDE突破性治疗认定</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">STSP-0601已获CDE突破性治疗认定，临床数据良好，有望加速上市进程</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">神州细胞</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">SCT800为公司自主研发的、工艺和制剂均不含白蛋白的第三代重组凝血八因子产品，也是我国首个获批上市的国产重组凝血八因子产品，用于治疗儿童及成人血友病A（先天性凝血因子VIII缺乏症）患者出血的控制和预防适应症的补充申请亦于2023年1月获批</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">与全球知名药企赛诺菲签署为期十年的战略合作协议，同时公司成功推进基于血友病抗凝血酶Ⅲ（AT-Ⅲ）活性检测精度及适用范围拓展的评估项目</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">首个国产重组凝血八因子产品上市，与赛诺菲战略合作强化研发能力</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">上海莱士</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司基于血友病上的积累，目前正在开展SR804二期的临床研究。SR804注射液是一种人源化高亲和力单克隆抗体药物，特异性抑制人凝血因子XI的活性</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司产品包括人凝血因子VIII、人纤维蛋白原、人血白蛋白等，产品对缺乏人凝血因子VIII所致的血友病A和缺乏人纤维蛋白原所致的先天性纤维蛋白原缺乏症有明确疗效</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">在研创新药SR804进入二期临床，现有血液制品覆盖血友病治疗需求</td>
|
||
</tr>
|
||
<tr class="hover:bg-gray-50">
|
||
<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">博晖创新</td>
|
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<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司凝血因子VIII注册申请主要受理用于防治甲型血友病和获得性凝血因子VIII缺乏症的出血及这类病人的手术出血治疗</td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司正式推出基于三代测序技术的遗传性血液病基因检测方案，能精准检测相关基因变异，全面覆盖复杂变异类型，为临床诊疗提供高效、全面且精准的遗传学筛查和诊断服务</td>
|
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<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">凝血因子VIII产品已申报上市，三代测序技术提升遗传性血液病诊断能力</td>
|
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</tr>
|
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<tr class="hover:bg-gray-50">
|
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<td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">贝瑞基因</td>
|
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<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">公司正式推出基于三代测序技术的遗传性血液病基因检测方案，能精准检测相关基因变异，全面覆盖复杂变异类型，为临床诊疗提供高效、全面且精准的遗传学筛查和诊断服务</td>
|
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<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
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<td class="px-4 py-3 text-sm text-gray-500"></td>
|
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<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500"></td>
|
||
<td class="px-4 py-3 text-sm text-gray-500">三代测序技术实现遗传性血液病精准检测</td>
|
||
</tr>
|
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|
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</table>
|
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