外媒与科技媒体长文、研究号文章
Johnson & Johnson CEO Joaquin Duato says the company has no plans to enter the obesity market, instead focusing on areas such as cancer. He says oncology remains one of J&J's core growth pillars, and highlights dementia as another major challenge for the healthcare industry. Duato also talked about
艾力斯公告确认，伏美替尼单药一线治疗EGFR ex20ins非小细胞肺癌的全球III期FURVENT试验未达到BICR评估的PFS主要终点。240mg组BICR评估中位PFS为11个月，对照组为9.5个月，风险比0.75，p值0.0654；艾力斯实控人另提议使用1亿至2亿元自有资金回购股份。文章还提及，伏美替尼国内已获批三项适应症，其术后辅助治疗上市申请已获国家药监局受理。
推荐理由：FURVENT试验的主要终点、剂量组数据与化疗对照组读数并列呈现，可了解临床结果及其统计口径。
Rapid weight loss can lead to issues with bone quality, particularly in older adults.
Business Insider记者在波士顿参加为期3天的 ARDD 会议后发现，辉瑞、GSK、阿斯利康、诺华和礼来等药企高管正讨论衰老干预药物，FDA也首次参与会议，并表示计划明年发布临床试验指导意见。
ArriVent公布伏美替尼全球III期FURVENT顶线数据，主要终点未达到统计学显著性；BICR评估的中位PFS为240mg组11.0个月、化疗组9.5个月，HR 0.75，P=0.0654。文章对照历史一线化疗数据及舒沃替尼WU-KONG28试验，讨论化疗对照组表现与伏美替尼口服单药一线开发路径。
推荐理由：文章将FURVENT结果与历史化疗数据及舒沃替尼试验对照，重点拆解化疗组PFS高于预期对统计结果的影响。
一项针对近100万名2型糖尿病患者的研究发现，使用司美格鲁肽（Ozempic、Wegovy）的患者首次被诊断为阿尔茨海默病的风险，比使用其他抗糖尿病药物者低40%至70%。研究者指出，这只是相关性，不能证明司美格鲁肽会降低患病风险，仍需更多研究。
Halozyme 获得法院命令，阻止默克在部分欧洲市场销售注射版 Keytruda。
Pharma lobby sues Trump administration over Medicare drug price cuts Reuters
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Weight-loss drugs show signs of slowing biological aging, say drugmakers Popular weight-loss drugs may do more than help people shed pounds. They might also slow
AI companies run virtual drug trials, aim to improve success of human studies Reuters
WHO endorses lifestyle changes over GLP-1 drugs in child obesity fight Reuters
文章围绕KRAS G12D靶点，分析默沙东与思璞锐就临床前药物SPR2015达成授权合作的背景，称首付款为4亿美元、潜在总交易额为21.3亿美元。正文梳理了G12D的药物研发难点及全球临床管线，并引用华西证券测算，按年治疗费用14万元及不同适应症渗透率假设，中国市场销售峰值合计约51亿元。
礼来与诺和诺德称，使用 GLP-1 药物的超重或糖尿病患者，其分子时钟测得的生物年龄低于安慰剂组。两家公司使用的时钟类型和检测器官不同，整体差异约为两到三年，诺和诺德一项心脏蛋白时钟测得的差异最多为四年。相关发现来自会议分享的研究结果；健康人群是否有类似效果尚不清楚，ARPA-H 出资 3800 万美元支持的一项针对 60 岁以上健康人群的司美格鲁肽研究，将考察认知、行动能力和感官敏锐度变化。
Interest in fertility treatments is down—even if the actual procedures are booming.
Johnson & Johnson Chairman & CEO Joaquin Duato says artificial intelligence is a force multiplier and has to be embraced. He's on this week's episode of The David Rubenstein Show: Peer to Peer Conversations. This interview was recorded on June 16 in Washington. (Source: Bloomberg)
New 15 g and 45 g packs target the US OTC dermatology market, where the comparable Differin gel segment recorded $45.8 million in annual sales
诺贝尔奖基金会将 2026 年诺贝尔生理学或医学奖授予 Karl Deisseroth、Peter Hegemann 和 Georg Nagel，以表彰他们在光控离子通道和光遗传学领域的发现。光遗传学利用光信号控制神经细胞活动，已成为研究大脑神经回路的重要工具；研究人员也在尝试将其用于视力受损患者恢复部分视觉功能的临床研究。
If you can't name the medical reason your patient needs a knockoff GLP-1, you don't have one.
礼来和诺和诺德正在开发新的胰淀素药物，作为治疗肥胖和糖尿病的另一种生物学手段。
Western biopharma companies are increasingly turning to China to source innovation, as pharma's dreaded "patent cliff" draws closer.
诺华与中国公司Abogen签署一项约78亿美元的mRNA交易。feed未提供交易条款等更多细节。
诺华将从中国艾博生物获得一款基于信使RNA的自身免疫疗法授权，交易金额最高可达78亿美元。
推荐理由：交易涉及中国公司的mRNA自身免疫治疗授权及最高7.8亿美元级别的合作金额，提供了许可交易的标的与金额口径。
Moderna to replace Warner Bros Discovery on Nasdaq 100 Reuters
芳拓生物再次向港交所递交上市申请，曾获约5.28亿美元估值，目前核心眼科产品仍处于临床2期，尚无药品销售收入。FT-003Ⅱ期数据显示，两个剂量组分别有85%和78.9%的受试者在28周内无需补充阿柏西普注射。公司还面临无实际控制人认定、跨境架构合规、AAV疗法安全性与商业化支付能力等挑战。
Trump Medicare drug pricing model may apply to only four companies after exemptions Reuters
For a family navigating a rare or genetic disease, a diagnosis can be life-changing. After months or even years of appointments, tests, referrals, and unanswered questions, finally understanding what is causing a child’s symptoms brings families an answer they have often been searching for too long.