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| | 美国大药企超100亿购入中国一款药 | | | 财经杂志 ï½ 2025-05-22 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 跨国药企对潜在“全球药王”的争夺，正变成押注中国药企的眼光之争
截至2025年5月21日收盘，三生国健已连续三个交易日涨停，三日涨幅72.78%；子公司三生制药三天涨了63.66%。
一切都是因为，美国辉瑞制药斥资近100亿元首付款，买下三生制药还未上市的一款抗肿瘤药物。它的靶点，与康方生物的明星药依沃西一样，都是PD-1/VEGF。依沃西曾被高盛预测年销售峰值可达530亿美元，是2024年全球销冠PD-1帕博利珠单抗（俗称“K药”）的一倍。
三生与辉瑞这桩交易，创下中国药物对外授权首付款最高纪录，却出现了一名意想不到的 “受害者”。
交易信息公开当日，康方生物一度跌超5%。有投资者担心，辉瑞此举，意味着依沃西在海外少了一个潜在买家，却多了一个强力竞争者。毕竟，依沃西在美国还没获批，而辉瑞是2024年全球销售额排名第四的跨国药企，商业化实力远在康方生物合作方Summit Therapeutic之上。
PD-1/VEGF，是全球最具潜力的抗癌药靶点之一，包括默沙东、BioNTech在内的一批跨国公司，都选择与中国创新药企合作开发，真金白银拿出的首付款也越来越高。
那么，康方生物和三生制药，哪家研发的药物安全性和疗效更好，选择的合作商哪个更具竞争力？中国创新药企的研发实力和眼光，将在多大程度上决定未来“全球药王”的竞争格局？
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拿K药做靶子，走康方蹚过的路
辉瑞将向三生国健、三生制药两家支付总计12.5亿美元首付款，并以1亿美元对价购买三生制药的股票，总计约合97.3亿元人民币(专题)；后续还有至高48亿美元的里程碑付款，以及销售分成。其中资产权属，三生国健占30%，三生制药占70%。
消息公布前后，三生国健连续三天涨约20%封死涨停板；三生制药股价也在三天内，涨到2025年初的近四倍。
如同康方生物的故事重现。
2022年12月6日，康方生物宣布以5亿美元首付款、50亿美元总价将依沃西海外权益授予Summit，股价一个月后涨到半年前的三倍多。
这一次，三生系的涨势更猛。因为它的首付款更高、合作伙伴更有说服力，而PD-1/VEGF的可行性和潜在商业价值，则已由依沃西验证。康方生物曾于2025年3月公开依沃西在对K药的头对头试验数据，中位无进展生存期（PFS）达11.1个月，意味着一半的患者无进展生存，或者存活的时间会超过这个时间；而K药的数据，是5.82个月。
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