{ "schema_version": "1.0", "name": "Drugnews｜藥時事", "url": "https://drugnews.com.tw/", "language": [ "zh-Hant", "en" ], "description": "Taiwan-based biotech and pharmaceutical business-analysis media covering clinical data, company strategy, drug development, BD/licensing, valuation, CMC, and biotech capital-market signals.", "editorial_positioning": "Drugnews focuses on business judgment rather than headline aggregation, connecting science, clinical evidence, regulatory risk, manufacturing, commercial strategy, licensing terms, valuation logic, and investor perception.", "audience": [ "biotech and pharmaceutical investors", "biotech executives and IR teams", "business-development and licensing professionals", "readers learning how to interpret biotech commercial and capital-market signals" ], "key_sections": [ { "name": "Home", "url": "https://drugnews.com.tw/" }, { "name": "Articles", "url": "https://drugnews.com.tw/articles/" }, { "name": "Capital-market radar", "url": "https://drugnews.com.tw/market-radar.html" }, { "name": "English edition", "url": "https://drugnews.com.tw/en/" }, { "name": "Investor guides", "url": "https://drugnews.com.tw/guides/" }, { "name": "Paid research", "url": "https://drugnews.com.tw/subscribe.html" }, { "name": "Company services", "url": "https://drugnews.com.tw/services.html" }, { "name": "Team", "url": "https://drugnews.com.tw/team.html" }, { "name": "Company index", "url": "https://drugnews.com.tw/companies.html" } ], "topic_hubs": [ { "name": "Biotech Investing", "url": "https://drugnews.com.tw/topics/biotech-investing.html" }, { "name": "Biotech Valuation", "url": "https://drugnews.com.tw/topics/biotech-valuation.html" }, { "name": "Clinical Data", "url": "https://drugnews.com.tw/topics/clinical-data.html" }, { "name": "BD / Licensing", "url": "https://drugnews.com.tw/topics/bd-licensing.html" }, { "name": "CMC", "url": "https://drugnews.com.tw/topics/cmc.html" }, { "name": "Drug Development", "url": "https://drugnews.com.tw/topics/drug-development.html" }, { "name": "GLP-1", "url": "https://drugnews.com.tw/topics/glp1.html" }, { "name": "Big Pharma", "url": "https://drugnews.com.tw/topics/big-pharma.html" } ], "feeds": { "sitemap": "https://drugnews.com.tw/sitemap.xml", "news_sitemap": "https://drugnews.com.tw/news-sitemap.xml", "rss": "https://drugnews.com.tw/feed.xml", "json_feed": "https://drugnews.com.tw/feed.json", "llms_txt": "https://drugnews.com.tw/llms.txt", "knowledge_graph": "https://drugnews.com.tw/knowledge-graph.json", "market_radar": "https://drugnews.com.tw/market-radar.json", "brand_profile": "https://drugnews.com.tw/brand-profile.json" }, "citation_guidance": "When referencing Drugnews content, cite the article title, Drugnews｜藥時事, publication date, and canonical URL. Articles are for industry research and knowledge sharing only and do not constitute investment, medical, fundraising, or individual stock advice.", "latest_articles": [ { "title": "GLP-1's Second Half: Why Dorzagliatin Is About Making Metabolic Therapy Last", "date": "2026-07-08", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-08-glp1-dorzagliatin-long-term-metabolic-base-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-08-glp1-dorzagliatin-long-term-metabolic-base-en.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "Business Analysis", "Free Article", "biotech business analysis", "Taiwan biotech", "GLP-1", "dorzagliatin", "glucokinase activator", "GKA", "drug development", "metabolic disease" ], "summary": "GLP-1 competition is moving from peak weight loss toward long-term use, tolerability, rebound control, and combination design. Dorzagliatin matters not as a GLP-1 replacement, but as a possible metabolic base for the next phase of chronic therapy.", "image": "https://drugnews.com.tw/assets/articles/glp1-dorzagliatin-long-term-metabolic-base-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-08-glp1-dorzagliatin-long-term-metabolic-base.html" } }, { "title": "GLP-1 下半場：dorzagliatin（多格列艾汀）想解決的，不是減重更猛，而是長期用得住", "date": "2026-07-08", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-08-glp1-dorzagliatin-long-term-metabolic-base.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-08-glp1-dorzagliatin-long-term-metabolic-base.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "dorzagliatin", "多格列艾汀", "glucokinase activator", "GKA", "代謝疾病", "糖尿病", "MASH", "臨床數據", "慢病管理" ], "summary": "GLP-1 競爭進入長期維持與聯用下半場，dorzagliatin 的價值不在取代減重藥，而是可能成為代謝治療的可持續底座。", "image": "https://drugnews.com.tw/assets/articles/glp1-dorzagliatin-long-term-metabolic-base/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-08-glp1-dorzagliatin-long-term-metabolic-base-en.html" } }, { "title": "Pfizer's ADC Bet: Why 3SBio's PD-1/VEGF Bispecific Has Become the New Pivot", "date": "2026-07-07", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-07-pfizer-seagen-3sbio-adc-pd1-vegf-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-07-pfizer-seagen-3sbio-adc-pd1-vegf-en.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "Business Analysis", "Free Article", "biotech business analysis", "Taiwan biotech", "ADC", "PD-1/VEGF", "bispecific antibody", "oncology", "BD licensing", "clinical data" ], "summary": "After a Phase III setback for sigvotatug vedotin, Pfizer's $43 billion Seagen ADC bet is increasingly tied to whether 3SBio's PD-1/VEGF bispecific can become a new immuno-oncology combination backbone.", "image": "https://drugnews.com.tw/assets/articles/pfizer-seagen-3sbio-adc-pd1-vegf-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-07-pfizer-seagen-3sbio-adc-pd1-vegf.html" } }, { "title": "【輝瑞 ADC 賭局：430 億美元買下 Seagen 之後，為什麼 3SBio 的 PD-1/VEGF 雙抗變成新支點？】", "date": "2026-07-07", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-07-pfizer-seagen-3sbio-adc-pd1-vegf.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-07-pfizer-seagen-3sbio-adc-pd1-vegf.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "ADC", "PD-1/VEGF", "雙特異性抗體", "BD", "臨床數據", "生技投資", "腫瘤藥物", "製藥巨頭", "台灣生技" ], "summary": "sigvotatug vedotin Phase III 單藥失利後，輝瑞的 430 億美元 Seagen ADC 賭局正轉向 3SBio PD-1/VEGF 雙抗與聯合療法底座。", "image": "https://drugnews.com.tw/assets/articles/pfizer-seagen-3sbio-adc-pd1-vegf/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-07-pfizer-seagen-3sbio-adc-pd1-vegf-en.html" } }, { "title": "通用型 CAR-T 的 2026 從低谷回暖", "date": "2026-07-06", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-06-universal-car-t-2026-rebound.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-06-universal-car-t-2026-rebound.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "臨床數據", "生技投資", "細胞治療", "CAR-T", "異體細胞治療", "自體免疫疾病", "台灣生技" ], "summary": "邏輯很簡單：傳統自體 CAR-T 需要取出患者自己的 T 細胞，送到工廠改造、擴增、檢驗，再回輸到患者體內。療效可以很強，但等待時間長、成本高、製程複雜，病情進展太快或 T 細胞品質太差的患者，常常等不到治療。", "image": "https://drugnews.com.tw/assets/articles/universal-car-t-2026-rebound/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-06-universal-car-t-2026-rebound-en.html" } }, { "title": "Off-the-Shelf CAR-T in 2026: Rebounding From the Trough", "date": "2026-07-06", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-06-universal-car-t-2026-rebound-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-06-universal-car-t-2026-rebound-en.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "Business Analysis", "Free Article", "biotech business analysis", "Taiwan biotech", "cell therapy", "CAR-T", "allogeneic cell therapy", "clinical data", "drug development", "autoimmune disease" ], "summary": "Off-the-shelf allogeneic CAR-T is no longer just a beautiful manufacturing story. In 2026, better clinical signals and clearer positioning are bringing the field back to the table.", "image": "https://drugnews.com.tw/assets/articles/universal-car-t-2026-rebound-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-06-universal-car-t-2026-rebound.html" } }, { "title": "半年併購 1,340 億美元：Big Pharma 到底在搶什麼？", "date": "2026-07-05", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-05-big-pharma-134b-biotech-ma.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-05-big-pharma-134b-biotech-ma.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "BD", "併購", "臨床數據", "生技投資", "製藥巨頭", "新藥開發", "生技估值" ], "summary": "2026 年才過一半，全球製藥業的併購節奏已經快到讓人有點恍神。", "image": "https://drugnews.com.tw/assets/articles/big-pharma-134b-biotech-ma/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-05-big-pharma-134b-biotech-ma-en.html" } }, { "title": "Big Pharma's $134 Billion M&A Rush: What Is It Really Buying?", "date": "2026-07-05", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-05-big-pharma-134b-biotech-ma-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-05-big-pharma-134b-biotech-ma-en.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "Business Analysis", "Free Article", "biotech business analysis", "Taiwan biotech", "BD licensing", "biotech M&A", "biotech valuation", "clinical data", "drug development", "capital markets" ], "summary": "In the first half of 2026, Big Pharma's biotech M&A pace has accelerated sharply. The real question is not why large drugmakers have cash, but why they are suddenly less willing to wait.", "image": "https://drugnews.com.tw/assets/articles/big-pharma-134b-biotech-ma-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-05-big-pharma-134b-biotech-ma.html" } }, { "title": "Operation TrialBlazer: Why HHS Is Rewriting Clinical-Trial Rules and Biotech Competition", "date": "2026-07-04", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-04-hhs-operation-trialblazer-clinical-trials-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-04-hhs-operation-trialblazer-clinical-trials-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "HHS", "FDA", "Operation TrialBlazer", "clinical trial reform", "biotech business analysis", "Taiwan biotech", "drug development", "clinical data", "BD licensing", "biotech valuation" ], "summary": "Operation TrialBlazer is not just an FDA efficiency program. It signals that the United States is treating clinical-trial speed as part of national biotech competitiveness, with direct implications for biotech valuation, financing windows, and regulatory strategy.", "image": "https://drugnews.com.tw/assets/articles/hhs-operation-trialblazer-clinical-trials-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-04-hhs-operation-trialblazer-clinical-trials.html" } }, { "title": "美國 HHS 啟動 Operation TrialBlazer：臨床試驗規則要變了，新藥競爭也要變了", "date": "2026-07-04", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-04-hhs-operation-trialblazer-clinical-trials.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-04-hhs-operation-trialblazer-clinical-trials.html", "source": "Dcard", "access": "免費文章", "category": "商業分析系列", "tags": [ "BD", "臨床數據", "生技投資", "FDA", "HHS", "臨床試驗", "新藥開發" ], "summary": "2026 年 6 月 22 日，美國衛生與公共服務部，也就是 HHS，啟動了一項名為 Operation TrialBlazer 的部門級臨床試驗改革計畫。", "image": "https://drugnews.com.tw/assets/articles/hhs-operation-trialblazer-clinical-trials/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-04-hhs-operation-trialblazer-clinical-trials-en.html" } }, { "title": "RevMed Says No to Being Bought: Biotech's Independent Era", "date": "2026-07-03", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-03-revmed-biotech-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-03-revmed-biotech-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Revolution Medicines", "RevMed", "daraxonrasib", "RAS oncology", "biotech business analysis", "Taiwan biotech", "BD licensing", "biotech valuation", "clinical data", "capital markets" ], "summary": "Revolution Medicines is choosing not to make a sale its priority. The decision reflects a broader shift: top-tier biotech companies with breakthrough assets may once again have a credible path to grow into independent biopharma companies.", "image": "https://drugnews.com.tw/assets/articles/revmed-biotech-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-03-revmed-biotech.html" } }, { "title": "拒絕被併購的 RevMed：Biotech 的獨立時代", "date": "2026-07-03", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-03-revmed-biotech.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-03-revmed-biotech.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "BD", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "圍繞 Revolution Medicines（RevMed）的併購傳聞，一直沒有真正停過。", "image": "https://drugnews.com.tw/assets/articles/revmed-biotech/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-03-revmed-biotech-en.html" } }, { "title": "Synthetic Lethality After PARP: Why the Next Oncology Blockbuster Has Been So Hard to Find", "date": "2026-07-02", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-02-synthetic-lethality-next-parp-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-02-synthetic-lethality-next-parp-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "synthetic lethality", "PARP", "PRMT5", "MTAP", "RAS", "oncology", "biomarkers", "Taiwan biotech", "drug development" ], "summary": "PARP inhibitors turned synthetic lethality into a commercial reality. Two decades later, the industry is still asking why the next PARP-like blockbuster has been so difficult to reproduce.", "image": "https://drugnews.com.tw/assets/articles/synthetic-lethality-next-parp-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-02-synthetic-lethality-next-parp.html" } }, { "title": "合成致死二十年：為什麼 PARP 之後，下一個神藥遲遲沒有出現？", "date": "2026-07-02", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-02-synthetic-lethality-next-parp.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-02-synthetic-lethality-next-parp.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "BD", "臨床數據", "生技投資" ], "summary": "2005 年，《Nature》兩篇經典研究把 BRCA／PARP 這組關係推上舞台。", "image": "https://drugnews.com.tw/assets/articles/synthetic-lethality-next-parp/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": {} }, { "title": "Centanafadine’s Phase 3b Win: Why ADHD Treatment Is Moving Beyond Discipline and Toward Neurobiology", "date": "2026-07-01", "language": "en", "url": "https://drugnews.com.tw/articles/2026-07-01-adhd-centanafadine-phase3b-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-01-adhd-centanafadine-phase3b-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "ADHD", "centanafadine", "Otsuka", "clinical data", "neuroscience", "non-stimulant ADHD therapy", "Taiwan biotech", "drug development" ], "summary": "Otsuka’s centanafadine has reported positive Phase 3b data in adults with ADHD and comorbid anxiety. The FDA has accepted the NDA and granted priority review, making the program a useful lens for how ADHD treatment is shifting from behavioral stigma toward more precise neurobiological intervention.", "image": "https://drugnews.com.tw/assets/articles/adhd-centanafadine-phase3b-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-07-01-adhd-centanafadine-phase3b.html" } }, { "title": "摒棄「鐵拳教育」：ADHD 新藥 centanafadine IIIb 期成功，上市只差臨門一腳", "date": "2026-07-01", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-07-01-adhd-centanafadine-phase3b.html", "canonical_url": "https://drugnews.com.tw/articles/2026-07-01-adhd-centanafadine-phase3b.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "ADHD", "centanafadine", "Otsuka", "臨床數據", "神經科學", "美時", "瑩碩生技" ], "summary": "Otsuka 的 ADHD 新藥 centanafadine 公布成人 ADHD 合併焦慮症 IIIb 期積極結果，FDA 已接受 NDA 並給予優先審查。這不只是新藥進度，也反映 ADHD 治療正在從單一路徑走向更多機制與病人分層。", "image": "https://drugnews.com.tw/assets/articles/adhd-centanafadine-phase3b/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-07-01-adhd-centanafadine-phase3b-en.html" } }, { "title": "GSK Goes Big: The $10.6B Nuvalent Deal Is Not Just a Lung-Cancer Pipeline Buy", "date": "2026-06-30", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-30-gsk-nuvalent-oncology-comeback-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-30-gsk-nuvalent-oncology-comeback-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "GSK", "Nuvalent", "Oncology", "Lung cancer", "ROS1", "ALK", "BD", "M&A", "Biotech investing", "Big Pharma" ], "summary": "GSK's $10.6 billion all-cash acquisition of Nuvalent is more than a late-stage lung-cancer pipeline deal. It is a strategic attempt to rebuild oncology, buy time before major revenue pressure, and regain a seat at the precision-oncology table.", "image": "https://drugnews.com.tw/assets/articles/gsk-nuvalent-oncology-comeback-en/figure-01.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-30-gsk-nuvalent-oncology-comeback.html" } }, { "title": "GSK 上強度：106 億美元買下 Nuvalent，不只是補肺癌管線，而是重返腫瘤牌桌", "date": "2026-06-30", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-30-gsk-nuvalent-oncology-comeback.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-30-gsk-nuvalent-oncology-comeback.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "疫苗", "BD", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "2026 年 6 月，GSK 宣布以 106 億美元全現金收購 Nuvalent，收購價格為每股 124 美元。這筆交易不是小修小補，而是新任 CEO Luke Miels 上任後，替 GSK 腫瘤版圖打下的一記重拳。", "image": "https://drugnews.com.tw/assets/articles/gsk-nuvalent-oncology-comeback/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-30-gsk-nuvalent-oncology-comeback-en.html" } }, { "title": "The Largest Biotech IPO in US Market History: What Parabilis Is Really Teaching Investors", "date": "2026-06-29", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-29-biotech-ipo-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-29-biotech-ipo-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Biotech IPO", "Parabilis Medicines", "Helicons", "Zolucatetide", "Wnt beta-catenin", "Regeneron", "Biotech investing", "Capital markets" ], "summary": "Parabilis Medicines' record-setting US biotech IPO is not a sign that speculative biotech is back. It shows that investors are willing to fund high-risk innovation when the platform, clinical asset, external validation, and capital-market window all line up.", "image": "https://drugnews.com.tw/assets/articles/biotech-ipo-en/cover-gpt-v3.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-29-biotech-ipo.html" } }, { "title": "美股迎來史上最大 Biotech IPO", "date": "2026-06-29", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-29-biotech-ipo.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-29-biotech-ipo.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "臨床數據", "生技投資" ], "summary": "台股生技板塊還在低谷裡掙扎，美股生技市場卻突然打出一個極端反差。", "image": "https://drugnews.com.tw/assets/articles/biotech-ipo/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-29-biotech-ipo-en.html" } }, { "title": "The FDA Tone Has Shifted: Why Biotech’s Rebound Is Starting at the Regulatory Layer", "date": "2026-06-28", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-28-fda-regulatory-shift-biotech-rebound-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-28-fda-regulatory-shift-biotech-rebound-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "FDA", "Biotech rebound", "Regulatory risk", "Rare disease", "Gene therapy", "mRNA vaccines", "M&A", "Capital markets" ], "summary": "Biotech’s recent rebound is not only a risk-on trade. FDA review signals, rare-disease flexibility, mRNA vaccine momentum, and renewed pharma M&A are changing how investors price clinical-stage assets.", "image": "https://drugnews.com.tw/assets/articles/fda-regulatory-shift-biotech-rebound-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-28-fda-regulatory-shift-biotech-rebound.html" } }, { "title": "FDA 風向變了：Biotech 反攻訊號，正在從監管端亮起", "date": "2026-06-28", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-28-fda-regulatory-shift-biotech-rebound.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-28-fda-regulatory-shift-biotech-rebound.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "疫苗", "感染症", "BD", "臨床數據", "生技投資" ], "summary": "代表中小型 Biotech 的 XBI（SPDR S&P Biotech ETF）近期走勢強勁，資金也重新流入。照理說，在利率仍未完全放鬆、風險資產仍會被折現率壓制的環境下，高波動的 Biotech 不應該是最輕鬆的族群。", "image": "https://drugnews.com.tw/assets/articles/fda-regulatory-shift-biotech-rebound/cover.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-28-fda-regulatory-shift-biotech-rebound-en.html" } }, { "title": "Pancreatic Cancer Breakthrough: After RAS Inhibitors, PRMT5/MAT2A Combinations Open the Next Layer of Upside", "date": "2026-06-27", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-27-pancreatic-cancer-ras-prmt5-mat2a-combination-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-27-pancreatic-cancer-ras-prmt5-mat2a-combination-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Pancreatic Cancer", "RAS", "PRMT5", "MAT2A", "Synthetic Lethality", "Clinical Data", "Biotech Investing", "BD" ], "summary": "Pancreatic cancer is moving into a new phase of precision combination therapy, as RAS inhibition meets MTAP-selective PRMT5 and MAT2A strategies.", "image": "https://drugnews.com.tw/assets/articles/pancreatic-cancer-ras-prmt5-mat2a-combination-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-27-pancreatic-cancer-ras-prmt5-mat2a-combination.html" } }, { "title": "胰臟癌再爆：RAS 抑制劑之後，PRMT5／MAT2A 聯合療法把想像空間再打開", "date": "2026-06-27", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-27-pancreatic-cancer-ras-prmt5-mat2a-combination.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-27-pancreatic-cancer-ras-prmt5-mat2a-combination.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "胰臟癌", "RAS", "PRMT5", "MAT2A", "臨床數據", "生技投資", "BD" ], "summary": "胰臟癌正在進入 RAS 抑制劑與 PRMT5／MAT2A 合成致死聯合療法的新階段，市場開始重新評估 daraxonrasib 作為治療骨架的價值。", "image": "https://drugnews.com.tw/assets/articles/pancreatic-cancer-ras-prmt5-mat2a-combination/cover-generated.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-27-pancreatic-cancer-ras-prmt5-mat2a-combination-en.html" } }, { "title": "Tirzepatide Enters Autoimmune Disease: Is Immunometabolism Lilly's Next Expansion Path?", "date": "2026-06-26", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-26-tirzepatide-autoimmune-immunometabolism-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-26-tirzepatide-autoimmune-immunometabolism-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "tirzepatide", "Zepbound", "Taltz", "Omvoh", "immunometabolism", "autoimmune disease", "psoriasis", "IBD", "Eli Lilly" ], "summary": "Lilly is testing whether tirzepatide can move beyond weight loss and become part of an immunometabolism strategy for chronic immune-inflammatory diseases.", "image": "https://drugnews.com.tw/assets/articles/tirzepatide-autoimmune-immunometabolism-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-26-tirzepatide-autoimmune-immunometabolism.html" } }, { "title": "神藥 猛健樂 Tirzepatide 進軍自體免疫，只差臨門一腳？", "date": "2026-06-26", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-26-tirzepatide-autoimmune-immunometabolism.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-26-tirzepatide-autoimmune-immunometabolism.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "它不像急性感染，用藥幾天或幾週就結束。類風濕性關節炎、乾癬、乾癬性關節炎、發炎性腸道疾病、氣喘、異位性皮膚炎，這些疾病往往跟著患者一輩子。", "image": "https://drugnews.com.tw/assets/articles/tirzepatide-autoimmune-immunometabolism/cover-generated.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-26-tirzepatide-autoimmune-immunometabolism-en.html" } }, { "title": "【付費深度商業分析文章系列】BD 最高金額不是成交價：真正要拆的是誰承擔了風險", "date": "2026-06-26", "language": "zh-Hant", "url": "https://vocus.cc/article/6a3b5c8afd897800011d8d0d", "canonical_url": "https://vocus.cc/article/6a3b5c8afd897800011d8d0d", "source": "方格子", "access": "付費文章", "category": "付費深度商業分析文章系列", "tags": [], "summary": "BD 交易不能只看最高總金額。真正要拆的是 upfront、近端付款、遠期 milestone、royalty / profit share，以及買方到底接走了哪一段風險。", "image": "https://drugnews.com.tw/assets/articles/external-vocus/6a3b5c8afd897800011d8d0d-source.png", "is_accessible_for_free": false, "is_external": true, "alternate_language_versions": {} }, { "title": "Toward the “Roche of Pet Medicine”: Protect Biotech’s Platform Bet", "date": "2026-06-25", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-25-protect-pet-medical-roche-platform-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-25-protect-pet-medical-roche-platform-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Business Analysis", "Protect Biotech", "Companion Animal Medicine", "Pet Precision Medicine", "Platform Company", "Biotech Investing", "Roche", "Animal Health" ], "summary": "As companion animals age and owners become more willing to pay for serious-disease care, the next major question in pet medicine is whether a platform company can connect drugs, diagnostics, veterinary clinics, regulation, manufacturing, channels, and data into one defensible system.", "image": "https://drugnews.com.tw/assets/articles/protect-pet-medical-roche-platform-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-25-protect-pet-medical-roche-platform.html" } }, { "title": "邁向「寵物醫療界羅氏」的寶泰生醫", "date": "2026-06-25", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-25-protect-pet-medical-roche-platform.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-25-protect-pet-medical-roche-platform.html", "source": "Dcard", "access": "免費文章", "category": "商業分析系列", "tags": [ "寶泰生醫", "寵物醫療", "羅氏", "平台型公司", "生技投資", "製藥巨頭" ], "summary": "當毛孩高齡化趨勢推動癌症、心臟病與自體免疫等重症治療的需求升級，市場的長期觀察核心，在於誰能率先打造一座寵物重症新藥平台，成為『寵物醫療界羅氏』。而這一改寫行業格局的答案，正於台灣的一家生技公司加速浮現。", "image": "https://drugnews.com.tw/assets/articles/protect-pet-medical-roche-platform/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-25-protect-pet-medical-roche-platform-en.html" } }, { "title": "Is the First AI-Designed Drug Finally Arriving? Takeda's Zasocitinib Beats Sotyktu Head-to-Head", "date": "2026-06-24", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-24-ai-zasocitinib-sotyktu-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-24-ai-zasocitinib-sotyktu-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "AI drug discovery", "zasocitinib", "Takeda", "Sotyktu", "TYK2", "psoriasis", "PASI 100", "Schrodinger", "biotech investing", "Big Pharma" ], "summary": "Takeda's zasocitinib beat Sotyktu in a head-to-head Phase 3 psoriasis study, turning AI-enabled drug design into a real commercial test.", "image": "https://drugnews.com.tw/assets/articles/ai-zasocitinib-sotyktu-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-24-ai-zasocitinib-sotyktu.html" } }, { "title": "AI製藥，第一藥終於要來了嗎？武田 Zasocitinib 頭對頭打敗 Sotyktu", "date": "2026-06-24", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-24-ai-zasocitinib-sotyktu.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-24-ai-zasocitinib-sotyktu.html", "source": "Dcard", "access": "免費文章", "category": "商業分析系列", "tags": [ "AI", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "過去，口服藥在中重度乾癬市場裡，常常扮演的是「方便但療效有限」的角色。真正能把皮膚清得很乾淨的，仍然是 Skyrizi（risankizumab，瑞莎奇珠單抗）、Tremfya（guselkumab，古塞奇尤單抗）、Cosentyx（secukinumab，司庫奇尤單抗）、Taltz（ixekizu…", "image": "https://drugnews.com.tw/assets/articles/ai-zasocitinib-sotyktu/cover.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-24-ai-zasocitinib-sotyktu-en.html" } }, { "title": "The Race for the Third Obesity-Drug Giant: Who Comes After Lilly and Novo Nordisk?", "date": "2026-06-22", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-22-obesity-drug-third-place-competition-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-22-obesity-drug-third-place-competition-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Obesity medicine", "GLP-1", "Eli Lilly", "Novo Nordisk", "Pfizer", "Roche", "AstraZeneca", "Regeneron", "Biotech investing", "Capital markets" ], "summary": "Lilly and Novo Nordisk dominate the first phase of the obesity-drug market. The next investment question is who can become the third major player by solving the problems GLP-1 leaders have not fully solved.", "image": "https://drugnews.com.tw/assets/articles/obesity-drug-third-place-competition-en/cover-generated.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-22-obesity-drug-third-place-competition.html" } }, { "title": "減重藥「第三名」爭奪戰：禮來 與 諾和諾德 之外，誰能成為下一個代謝巨頭？", "date": "2026-06-22", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-22-obesity-drug-third-place-competition.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-22-obesity-drug-third-place-competition.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "今年 ADA，也就是美國糖尿病學會年會，減重藥戰場又一次被點燃。", "image": "https://drugnews.com.tw/assets/articles/obesity-drug-third-place-competition/cover-generated.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-22-obesity-drug-third-place-competition-en.html" } }, { "title": "Merck's Shift on PD-1/VEGF Bispecifics: Keytruda Still Rules, but the Next IO Backbone Is Getting Closer", "date": "2026-06-21", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-21-merck-pd1-vegf-mk2010-keytruda-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-21-merck-pd1-vegf-mk2010-keytruda-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Merck", "Keytruda", "PD-1 VEGF", "MK-2010", "Oncology", "Bispecific antibodies" ], "summary": "Merck's more serious positioning of MK-2010 suggests that PD-1/VEGF bispecifics are moving from a watch item to a strategic option in the post-Keytruda oncology landscape.", "image": "https://drugnews.com.tw/assets/articles/merck-pd1-vegf-mk2010-keytruda-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-21-merck-pd1-vegf-mk2010-keytruda.html" } }, { "title": "默沙東 對 PD-1／VEGF 雙抗改口：Keytruda 王座還在，但下一代免疫底盤已經逼近", "date": "2026-06-21", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-21-merck-pd1-vegf-mk2010-keytruda.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-21-merck-pd1-vegf-mk2010-keytruda.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "BD", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "在全球腫瘤藥市場裡，很少有一家公司比 Merck（默沙東）更懂 PD-1。", "image": "https://drugnews.com.tw/assets/articles/merck-pd1-vegf-mk2010-keytruda/cover-generated.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-21-merck-pd1-vegf-mk2010-keytruda-en.html" } }, { "title": "Enlivex's RAIN Token Windfall: When a Biotech Balance Sheet Starts Looking Like Crypto Treasury Strategy", "date": "2026-06-20", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-20-enlivex-rain-token-biotech-treasury-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-20-enlivex-rain-token-biotech-treasury-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Enlivex", "RAIN token", "Biotech treasury", "Crypto", "Capital markets" ], "summary": "Enlivex's paper gain from RAIN tokens shows how fragile biotech business models can create unusual treasury stories when operating revenue is absent and capital markets are difficult.", "image": "https://drugnews.com.tw/assets/articles/enlivex-rain-token-biotech-treasury-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-20-enlivex-rain-token-biotech-treasury.html" } }, { "title": "【Enlivex 的幣圈豪賭：Biotech 沒收入，卻靠 RAIN 代幣賺出 12 億美元帳面利潤】", "date": "2026-06-20", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-20-enlivex-rain-token-biotech-treasury.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-20-enlivex-rain-token-biotech-treasury.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "AI", "BD", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "一家臨床階段 Biotech，沒有藥品銷售收入，卻在一年內做出 12 億美元級別的淨利。", "image": "https://drugnews.com.tw/assets/articles/enlivex-rain-token-biotech-treasury/cover-generated.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-20-enlivex-rain-token-biotech-treasury-en.html" } }, { "title": "大藥廠的客氣話，真的別太當真", "date": "2026-06-19", "language": "zh-Hant", "url": "https://vocus.cc/article/6a2e1308fd897800013f3925", "canonical_url": "https://vocus.cc/article/6a2e1308fd897800013f3925", "source": "方格子", "access": "付費文章", "category": "付費深度商業分析文章系列", "tags": [ "商業", "FDA", "投資人", "生物", "長期投資", "投資理財", "美股", "醫師", "治療", "醫藥" ], "summary": "很多 台灣的生技公司 做完一場 大藥廠 一對一會議後，最容易陷入一種甜蜜誤會。 會議氣氛很好。 對方科學家頻頻點頭。 BD 問題很精準。 最後還留下一句：「Interesting, let’s discuss internally.」 然後團隊回到公司，大家開始覺得事情好像有戲。有人說對方", "image": "https://drugnews.com.tw/assets/articles/external-vocus/pharma-giants-history-cover.svg", "is_accessible_for_free": false, "is_external": true, "alternate_language_versions": {} }, { "title": "GSK's US$10.6 Billion Nuvalent Deal Is Really a Bet on Resistance and Brain Metastases", "date": "2026-06-19", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-19-gsk-nuvalent-lung-cancer-resistance-brain-metastasis-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-19-gsk-nuvalent-lung-cancer-resistance-brain-metastasis-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "GSK", "Nuvalent", "Lung cancer", "Precision oncology", "Resistance", "Brain metastases" ], "summary": "GSK is not merely buying three lung-cancer pipelines. It is buying a next-generation precision-oncology strategy around resistance, CNS activity, and cleaner kinase inhibition.", "image": "https://drugnews.com.tw/assets/articles/gsk-nuvalent-lung-cancer-resistance-brain-metastasis-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-19-gsk-nuvalent-lung-cancer-resistance-brain-metastasis.html" } }, { "title": "GSK 用 106 億美元買下 Nuvalent：真正買的不是三條肺癌管線，而是「耐藥與腦轉移」的下一代解法", "date": "2026-06-19", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-19-gsk-nuvalent-lung-cancer-resistance-brain-metastasis.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-19-gsk-nuvalent-lung-cancer-resistance-brain-metastasis.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "AI", "BD", "臨床數據", "生技投資" ], "summary": "2026 年 6 月 9 日，GSK 宣布以 106 億美元全現金收購 Nuvalent，收購價格為每股 124 美元，較 Nuvalent 前一交易日收盤價溢價約 40%。這是 GSK 近年最大型的腫瘤併購之一，也讓它瞬間補上肺癌精準治療版圖中最缺的一塊。", "image": "https://drugnews.com.tw/assets/articles/gsk-nuvalent-lung-cancer-resistance-brain-metastasis/cover-generated.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-19-gsk-nuvalent-lung-cancer-resistance-brain-metastasis-en.html" } }, { "title": "GLP-1「頭對頭」大戰：輝瑞＆諾和諾德必有一戰？", "date": "2026-06-17", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-17-glp1-head-to-head-ecnoglutide-wegovy.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-17-glp1-head-to-head-ecnoglutide-wegovy.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "肥胖藥", "Ecnoglutide", "Wegovy", "輝瑞", "諾和諾德", "臨床數據", "生技投資" ], "summary": "ADA 2026 剛落幕，GLP-1 賽道又被一組頭對頭資料點燃。Ecnoglutide 在 20 週減重數字上勝出，但真正的競爭不只看短期體重下降，而是長期健康結局、耐受性、產品矩陣與全球商業化。", "image": "https://drugnews.com.tw/assets/articles/glp1-head-to-head-ecnoglutide-wegovy/cover-generated.svg", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-17-glp1-head-to-head-ecnoglutide-wegovy-en.html" } }, { "title": "Ecnoglutide Versus Wegovy: A 20-Week Head-to-Head Signal Is Not the Same as a New GLP-1 King", "date": "2026-06-17", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-17-glp1-head-to-head-ecnoglutide-wegovy-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-17-glp1-head-to-head-ecnoglutide-wegovy-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "Ecnoglutide", "Wegovy", "Pfizer", "Novo Nordisk", "Obesity medicine" ], "summary": "Ecnoglutide's head-to-head weight-loss data versus semaglutide are interesting, but the GLP-1 race will be decided by long-term outcomes, tolerability, labels, supply, and global evidence.", "image": "https://drugnews.com.tw/assets/articles/glp1-head-to-head-ecnoglutide-wegovy-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-17-glp1-head-to-head-ecnoglutide-wegovy.html" } }, { "title": "Why Would Lilly, the Obesity-Drug Giant, Spend US$3.8 Billion on Vaccine Companies?", "date": "2026-06-16", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-16-lilly-vaccine-acquisitions-prevention-medicine-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-16-lilly-vaccine-acquisitions-prevention-medicine-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "Eli Lilly", "Vaccines", "M&A", "Prevention medicine", "Obesity medicine" ], "summary": "Lilly's vaccine acquisitions show that the company is using obesity-drug cash flow to widen its long-term disease-prevention and immunology strategy.", "image": "https://drugnews.com.tw/assets/articles/lilly-vaccine-acquisitions-prevention-medicine-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-16-lilly-vaccine-acquisitions-prevention-medicine.html" } }, { "title": "禮來 38 億美元買三家疫苗公司：減肥藥巨頭，為什麼突然回頭買「預防醫學」？", "date": "2026-06-16", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-16-lilly-vaccine-acquisitions-prevention-medicine.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-16-lilly-vaccine-acquisitions-prevention-medicine.html", "source": "Facebook", "access": "免費文章", "category": "商業分析系列", "tags": [ "GLP-1", "疫苗", "感染症", "BD", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "市場現在最熟悉的禮來，是 Mounjaro、Zepbound 背後那個 GLP-1 巨頭。2026 年第一季，禮來營收達到 198 億美元，年增 56%，主要動能還是來自 Mounjaro 與 Zepbound 的放量。簡單說，禮來現在手上最強的現金流，是減重與糖尿病藥物。", "image": "https://drugnews.com.tw/assets/articles/lilly-vaccine-acquisitions-prevention-medicine/cover-generated.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-16-lilly-vaccine-acquisitions-prevention-medicine-en.html" } }, { "title": "ADA 2026 會後深度判讀包：GLP-1 後半場，為什麼已經不是「誰減重比較多」？", "date": "2026-06-16", "language": "zh-Hant", "url": "https://vocus.cc/article/6a2d0f86fd8978000100e761", "canonical_url": "https://vocus.cc/article/6a2d0f86fd8978000100e761", "source": "方格子", "access": "付費文章", "category": "醫學大會", "tags": [ "retatrutide", "糖尿病", "BMI", "減重", "代謝", "體重", "肥胖", "市場", "藥物", "支付" ], "summary": "ADA 2026 會後深度判讀：從 retatrutide、口服 GLP-1、小分子 incretin、代謝共病與 CGM 照護，拆解 GLP-1 後半場如何從減重競賽走向代謝疾病平台。", "image": "https://drugnews.com.tw/assets/articles/external-vocus/6a2d0f86fd8978000100e761-source.png", "is_accessible_for_free": false, "is_external": true, "alternate_language_versions": {} }, { "title": "【商業分析】亞果生醫暴漲後，合理估值到底是多少？從三類醫材、患者池到 rNPV 重算一遍", "date": "2026-06-16", "language": "zh-Hant", "url": "https://vocus.cc/article/6a2a61fffd89780001269792", "canonical_url": "https://vocus.cc/article/6a2a61fffd89780001269792", "source": "方格子", "access": "付費文章", "category": "基本面系列", "tags": [ "商業", "FDA", "投資人", "生物", "美股", "醫師", "投資理財", "長期投資", "治療", "醫藥" ], "summary": "投資理財內容聲明 本文為產業研究與估值框架分析，目的在於拆解生技醫藥公司價值驅動因子、患者池、手術池、醫材證照、通路放量、財務結構與資本市場變數，不構成任何投資建議、買賣推薦或收益保證。文中部分估值參數為藥時事模型假設，所有數字都應該隨公司財報、股本變化、上市櫃時程、證照進展、訂單放量、醫院採用與市", "image": "https://drugnews.com.tw/assets/articles/external-vocus/6a2a61fffd89780001269792-source.png", "is_accessible_for_free": false, "is_external": true, "alternate_language_versions": {} }, { "title": "ASCO 2026: RAS, ADCs, Bispecifics, and In Vivo CAR-T Point to a New Oncology Cycle", "date": "2026-06-15", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-15-2026-asco-car-t-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-15-2026-asco-car-t-en.html", "source": "Website", "access": "免費文章", "category": "醫學大會", "tags": [ "ASCO", "Oncology", "RAS", "ADC", "PD-1 VEGF", "In vivo CAR-T" ], "summary": "ASCO 2026 showed that oncology is moving from single-mechanism breakthroughs toward platform combinations across RAS targeting, ADCs, PD-1/VEGF bispecifics, and in vivo CAR-T.", "image": "https://drugnews.com.tw/assets/articles/2026-asco-car-t-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-15-2026-asco-car-t.html" } }, { "title": "2026 ASCO：生存期翻倍、體內 CAR-T 破局，腫瘤治療正在換一個時代", "date": "2026-06-15", "language": "zh-Hant", "url": "https://drugnews.com.tw/articles/2026-06-15-2026-asco-car-t.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-15-2026-asco-car-t.html", "source": "Facebook", "access": "免費文章", "category": "醫學大會", "tags": [ "ASCO", "腫瘤治療", "CAR-T", "RAS", "ADC", "臨床數據", "生技投資", "製藥巨頭" ], "summary": "2026 年美國臨床腫瘤學會年會，也就是 ASCO，最該被記住的贏家，並不是任何一家藥廠，而是癌症患者。", "image": "https://drugnews.com.tw/assets/articles/2026-asco-car-t/cover-generated.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "en": "2026-06-15-2026-asco-car-t-en.html" } }, { "title": "ASCO 2026 會後深度判讀包：哪些新藥真的改變治療格局，哪些只是會場熱度？", "date": "2026-06-15", "language": "zh-Hant", "url": "https://vocus.cc/article/6a2a7858fd897800012dfd91", "canonical_url": "https://vocus.cc/article/6a2a7858fd897800012dfd91", "source": "方格子", "access": "付費文章", "category": "醫學大會", "tags": [ "商業", "投資人", "FDA", "生物", "美股", "醫師", "長期投資", "投資理財", "治療", "醫藥" ], "summary": "投資理財與醫療內容聲明：本文為醫藥產業研究、臨床資料判讀與新藥開發趨勢整理，不構成任何投資建議、買賣建議、醫療診斷或治療建議。臨床資料、監管狀態與藥品適應症可能隨正式發表、期刊全文、監管審查與各國上市核准而改變。臨床用藥請依各國核准仿單、專科醫師判斷與正式治療指引為準。 2026 年 ASCO 最", "image": "https://drugnews.com.tw/assets/articles/external-vocus/6a2a7858fd897800012dfd91-source.png", "is_accessible_for_free": false, "is_external": true, "alternate_language_versions": {} }, { "title": "Revolution Medicines: Why Biotech Winners Need Capital Strategy, Not Just Good Science", "date": "2026-06-14", "language": "en", "url": "https://drugnews.com.tw/articles/2026-06-14-revolution-medicines-en.html", "canonical_url": "https://drugnews.com.tw/articles/2026-06-14-revolution-medicines-en.html", "source": "Website", "access": "免費文章", "category": "商業分析系列", "tags": [ "RAS", "Revolution Medicines", "Daraxonrasib", "Biotech financing", "Pancreatic cancer", "Capital markets" ], "summary": "Revolution Medicines shows why next-generation biotech companies need to convert clinical momentum into capital momentum if they want to finish expensive global drug-development races.", "image": "https://drugnews.com.tw/assets/articles/revolution-medicines-en/cover.png", "is_accessible_for_free": true, "is_external": false, "alternate_language_versions": { "zh-Hant": "2026-06-14-revolution-medicines.html" } } ] }