1. Changes in the Global Pharmaceutical Industry Amid Tariff Siege

On April 2, 2025, the Trump administration in the United States announced a 10% tariff on imported pharmaceuticals, but key medical supplies such as anticancer drugs and insulin were exempted.

This policy appears to "leave a loophole," but in fact, it conceals a catch — the tariff barriers on active pharmaceutical ingredient intermediates still pose a fatal threat. Take Denmark's Novo Nordisk as an example; the key intermediate required for the production of its star weight-loss drug, semaglutide, relies on imports from China. With the叠加既有税率, costs will rise by nearly a quarter.

This "selective exemption" strategy forces multinational pharmaceutical companies into a dilemma: either bear the cost pressure or accelerate the transfer of the supply chain.

As Redburn Atlantic analyst Becker said: "When the U.S. government becomes the largest payer, tariffs will ultimately become a burden on taxpayers."

2. DeepSeek in the Field of Traditional Chinese Medicine Arrives: Westlake University Launches Shennong Alpha Platform, Empowering Global Sharing of TCM with AI

Westlake University Releases Shennong Alpha Platform, Using AI Technology to Integrate Natural Medicine Knowledge from the 'Chinese Pharmacopoeia', Building a Multi-dimensional Knowledge Graph to Promote Global Sharing and Modernization of Traditional Chinese Medicine.

3. 19.58 Billion! The Largest CNS Collaboration of the Year Just Born

The Largest Collaboration in the CNS Field This Year by Value is Born! On April 7, ABL Bio, a company dedicated to developing bispecific antibody technologies for immuno-oncology and neurodegenerative diseases, announced a global licensing agreement with GSK. Under the agreement, GSK will be able to use ABL Bio’s blood-brain barrier (BBB) shuttle platform, Grabody-B, to develop new drugs for neurodegenerative diseases. The agreement aims to develop multiple programs targeting new pathways for various therapeutic modalities, including antibodies, polynucleotides, or oligonucleotides such as siRNA and ASO, addressing significant unmet medical needs of patients with neurodegenerative diseases.

4. Yinghe Medical Completes Series A Financing, Ushering in a New Era of AI 2.0 in Medical Imaging

Recently, the "infrastructure builder" and "ecological enabler" in China's medical imaging AI R&D and application field — Shanghai Yinghe Yimai Intelligent Technology Co., Ltd. (hereinafter referred to as "Yinghe Yimai") successfully completed an over 100-million-yuan Series A round of financing. This round of financing was led by Yuan Yi Capital, which focuses on the digital medical technology field, with strategic support from funds such as Dingrun Jiade and Kezhi Chuang'an, injecting strong momentum into Yinghe Yimai's industrial layout in the medical imaging AI field. In addition, existing shareholders continued to increase their investment in this round, further highlighting the capital market's high recognition of Yinghe Yimai. After this round of financing, Yinghe Yimai will continue to accelerate the iteration of its "Yinghe Miya®" medical imaging base model, the industrialization layout of the medical imaging AI ecosystem, and the construction of its talent team.

Yinghe Medical Network, incubated by Sunshine Radiology and co-founded by several authoritative experts in China's medical imaging field, adheres to the core concept of "Proficiency through Deep Cultivation, Empowering Imaging with Intelligence." In October 2023, Yinghe Medical Network embarked on a renewed journey, strategically establishing footholds in key regions such as Beijing, Shanghai, Xi'an, Wuhan, and Nanchang. Committed to deeply empowering traditional medical imaging with artificial intelligence technology, the company aims to significantly enhance the efficiency and quality of medical imaging services. It is dedicated to crafting industry-leading, full-chain intelligent AI solutions for imaging and an imaging data asset management system. This initiative seeks to comprehensively improve the work efficiency of both doctors and managers while injecting robust momentum into the intelligent, efficient, and systematic transformation of the entire healthcare industry. By doing so, it lays a solid foundation for building a future-oriented smart medical imaging AI ecosystem.

5. Hengrui Medicine Accelerates Overseas Expansion, Reaching Three Outward Licensing Deals in the Past Six Months

Hengrui Medicine has reached three outbound licensing deals in the past six months, including the collaboration with Germany’s Merck on the SHR7280 oral GnRH receptor antagonist project, with a potential total payment exceeding $8 billion, accelerating the commercialization of innovative drugs and the expansion into overseas markets.

6. Shanghai Builds Up an Innovation Chain for Natural Product Synthetic Biology with a Single Production Line

Shanghai Builds First Synthetic Biology Production Line for Natural Products, Breaks Through Industrialization Bottleneck, Promotes Green and Sustainable Development — Products Can Be Widely Used in Cosmetics, Functional Foods, and Innovative Drug Fields.