Skip to content

#辉瑞

Today 0 items
Oct 14Wed
  1. biospace.com48

    Alnylam bulls and bears fight it out after business-shaking guidance cut

    Alnylam cut full-year guidance by about $200 million after second-quarter sales of the TTR silencer Amvuttra in transthyretin-mediated amyloidosis fell short, and its stock has dropped from near $500 to around $250. Analysts at Guggenheim question whether the ATTR-CM opportunity is smaller than expected or whether stabilizers from Pfizer and BridgeBio are becoming preferred, while TD Cowen reiterated a $482 target and BMO argues the cut reflects second-line patient exhaustion. Alnylam is running Phase 3 trials of nucresiran in ATTR-CM and ATTR-PN, and a Phase 3 cardiovascular outcomes trial of zilebesiran in hypertension.

Oct 2Fri
  1. biocentury.com40

    China biopharma still faces a long road to globalization

    Franck Le Deu of KerZheng Ventures argues that Chinese biopharma companies are unlikely to become conventional global competitors by 2030, despite strong science, because the U.S. dominates the profit pool, taking about 53% of world prescription-medicine sales in 2025 and 74% of sales of medicines launched in 2020-24. He weighs Pfizer's Innovent Biologics collaboration worth up to $10.5 billion and China's Five-Year Plan targets, including first-in-class drugs reaching a quarter of the global total and five products exceeding $1 billion in sales by 2030, against barriers like CFIUS and geopolitics. He suggests few will succeed in the Western model, and alternative paths such as affordable innovation outside the U.S. market may define globalization instead.

CBACBA Frontier Insights (CFI)Chinese Biopharmaceutical Association (CBA)www.cba-usa.org