Following2025Year5Month22On a certain day, Jiangxi Jiujiang Traditional Chinese Medicine Hospital organized and convened2025After the annual supplier group integrity talk,5Month26Recently, Nanxiang Hospital in Jiading District, Shanghai organized a review of the top-selling drugs by sales amount.9Home Supplier,22Representatives of home production enterprises conducted a collective discussion, and the participating enterprise representatives signed the "Integrity Purchase and Sales Agreement" with the hospital, promoting the construction of a "clean hospital."

Earlier, Fujian Cancer Hospital organized and convened2025The First Collective Integrity Talk of the Year for the Supply, Distribution, and Service Providers of Pharmaceuticals, Consumables, and Equipment, attended by the heads of relevant departments such as the Equipment Department, Pharmacy Department, Network Technology Center, and Discipline Inspection Office, as well as representatives from suppliers, distributors, and service providers of equipment, consumables, pharmaceuticals, and information network software.40The rest of the people attended the meeting.

In addition to warning through interviews, many large hospitals have also refined multiple aspects such as registration and visits during in-hospital activities.

Large Hospital Inspection Work Plan (Issued by the General Office of the National Health Commission)2023-2026Annual)In principle, inspections will be carried out at public hospitals at the secondary level (managed as secondary level) and above (including traditional Chinese medicine hospitals).The key inspection includes whether to strengthen the supervision of behaviors violating the "Nine Guidelines" and professional integrity, such as accepting commercial kickbacks, participating in insurance fraud, conducting excessive treatment, improperly accepting donations, leaking patient privacy, profiteering by referring patients, undermining fair medical access, accepting "red envelopes" from patients, and receiving corporate rebates.

The focus of the pharmaceutical industry is not only on reducing the number of weight, but now emphasizes“High-quality, sustained weight loss”。

2025Year6Month2On a certain day, Hansoh Pharma and Regeneron of the United States (Regeneron) jointly announced a significant licensing collaboration: Regeneron with8000Million USD upfront payment, up to19.3USD billion milestone payment obtained by Hansoh Pharma's research and developmentGLP-1/GIPDual Receptor AgonistHS-20094Global Exclusive License(Excluding mainland China, Hong Kong and Macao)。

HS-20094Is a once-weekly subcutaneous injectable drug candidate, with over a thousand subjectsIIIn the trial period, it demonstrated results comparable to those of Eli Lilly.tirzepatide(Globally the only approvedGLP-1/GIPDual agonist) demonstrated comparable significant weight loss and safety data, and is currently being studied for obesity in China.IIIPeriod and Diabetes2bPhase Trial.

Co-Founder and Chief Scientific Officer of RegeneronGeorge YancopoulosThe doctor pointed out that, although the currently popular weight loss therapies bring about transformative weight loss,“There are still a large number of unmet needs, including how to maintain weight loss effects over time and the ability to preserve muscle mass.”。

To solve the muscle loss problem, Regeneron is working onGLP-1/GIPThe mechanism of metabolic weight loss combined with the self-developed muscle protection mechanism attempts to achieve “High-Quality Weight Loss”。

GLP-1Receptor Agonist Drugs (such as Novo Nordisk'sWegovyAnd Eli LillyZepbound) has been proven to help patients lose weight15%-20%, but a significant proportion of the weight loss comes from lean body mass (lean mass, namely the loss of non-fat tissues such as muscles. Studies have shown that usingWegovyDuring the process, reduce body weight by up to40%From lean body mass rather than fat。

Major pharmaceutical companiesNowadays, it also emphasizes more“Lose Fat Without Losing Muscle”, and even explore“Lose fat while gaining muscle”`, competing to develop`“Muscle-Protection Type”New Weight Loss Drug, Aiming to Achieve“Fat Reduction Without Muscle Loss”。These candidate therapies mostly target muscle growth pathways, such as inhibiting myostatin (myostatin`) or activin (`activin) and other antibodies.

5Month31Recently, the website of the National Medical Products Administration showed that Staidson's coagulation factorX（FX) ActivatorSTSP-0601The marketing application has been accepted. Previously, the drug was proposed for priority review for use in hemophilia with inhibitors.AOrBAdult patients with bleeding are treated on demand.

1In the month, Staidson announcedSTSP-0601Treatment of Hemophilia with InhibitorsAOrBPatient'sIIbThe study reached the pre-set primary efficacy endpoint. The results showed,STSP-0601For Hemophilia with InhibitorsAOrBThe efficacy of on-demand treatment for patient bleeding is significant.12hThe effective hemostasis rate is81.94%, superior to the single-group target value (OPC), the difference was statistically significant (P＜0.0001）。

Overall Evaluation,STSP-0601In Hemophilia with InhibitorsAOrBThe benefits of on-demand treatment for bleeding in patients outweigh the risks.

Hemophilia is aXChromosome-linked recessive hereditary hemorrhagic disease, characterized by male manifestation and female carriers. Hemophilia can be divided into hemophiliaAHemophiliaB, the former is characterized by coagulation factorsVIII （FVIII) deficiency, the latter is manifested as a coagulation factorIX（FIX) deficiency, all caused by mutations in the corresponding coagulation factor genes. The clinical hallmark of hemophilia is a bleeding tendency. The main manifestations include bleeding in joints, muscles, and deep tissues, etc. If bleeding recurs and is not treated promptly, it can lead to joint deformities and/or pseudo-tumor formation, which can be life-threatening in severe cases.

According to media reports,2025In the first quarter of the year, revenue ranked among the top tier.25Among the pharmaceutical giants, seven companies reported a year-on-year decrease in revenue. Notably, all seven are from the United States. The company with the sharpest decline is Viatris, followed by Pfizer in second place.

The largest decline was seen in the generic drug giant Viatris, which fell11%. Then comes Pfizer's-8%``, Organon andBMSFor-6%, Regeneron for-4%, MSD is-2%And Gilead's-0.3%。

Merck预计，全年将因关税产生约2Incremental sales cost in billions of dollars directly impacts gross profit margin; Johnson & Johnson, on the other hand, expects that tariffs will pose challenges for the company next year.4Billion-dollar profit loss.

Some analysts claim that these U.S. companies are affectedTariffs may increase costs, compress profits, and lead to supply chain restructuring and capacity transfer. There is also the U.S. PresidentTrump's“New Medical Reform”The move to lower drug prices has a significant impact on the development of pharmaceutical companies.

25Among domestic pharmaceutical companies, Daiichi Sankyo and Novartis achieved respective quarter-on-quarter growth;18Chinese pharmaceutical companies have achieved year-on-year growth at varying levels, with the top five companies showing the largest increases being Eli Lilly, Daiichi Sankyo, Novo Nordisk, Novartis, and Sanofi.

5Month30On [date], CSPC Group released an announcement revealing that it is currently in negotiations with several independent third parties regarding three potential transactions. These transactions involve certain CSPC products, including Epidermal Growth Factor Receptor Antibody-Drug Conjugates ( EGFR ADC ) and other pharmaceuticals developed by the Shijie Technology Platform ) for authorization and collaboration (potential transaction) in development, manufacturing, and commercialization.

Under each potential transaction, the potential upfront payment, potential development milestone payment, and potential commercialization milestone payment that may be payable to CSPC could collectively reach approximately50billion dollars. One of the three potential transactions is currently in the later stage and is expected to be completed by2025Year6Completed in the month. CSPC will release further announcements as needed.

According to the PharmaCube database, Shiyao'sEGFR ADCProductSYS6010Has advanced toIIIIn the clinical stage, ranked in the global R&D track2/22。

However, as of the date of the aforementioned announcement, the terms and conditions of the potential transaction have not been finalized, and Hansoh Pharma has not entered into any binding agreement regarding the potential transaction. Therefore, the potential transaction may not necessarily be realized.