Hi大家，
AeyeGsee为大家带来最新一期的StayOnTop，这次的内容真的都是狠料！我们最近发现，无论是正面还是负面的行业事件，都在愈演愈烈，引发了广泛关注。
比如，科学家们通过研究冬眠松鼠，发现白内障可能是可逆的，这一突破为未来的眼科治疗带来了新的曙光。而关于近视根本原因的最新研究也掀起了热议。与此同时，辉瑞正面临来自激进投资者的巨大压力，可能会推动公司进行重大变革。在此之外，全国范围内的医药领域反腐行动也在如火如荼地展开，这些事件背后不仅影响着行业格局，还为未来发展带来了不确定性。
让我们一起保持跟进这些重大事件的趋势和即时动态吧！
医疗先见
Medical Pulse
2024年诺贝尔生理学或医学奖揭晓
The 2024 Nobel Prize in Physiology or Medicine Announced
瑞典卡罗琳医学院宣布，2024年诺贝尔生理学或医学奖授予美国科学家维克托·安布罗斯和加里·鲁夫昆，以表彰他们在微小核糖核酸（microRNA）及其在转录后基因调控中的作用的发现。这一突破性发现为理解生物体功能及其发育提供了新的视角，对个体发育、细胞凋亡和多种疾病的研究具有深远影响。
The Karolinska Institute in Sweden has announced that the 2024 Nobel Prize in Physiology or Medicine is awarded to American scientists Victor Ambros and Gary Ruvkun for their discovery of microRNAs and their role in post-transcriptional gene regulation. This groundbreaking discovery provides new insights into the functions and development of living organisms and has profound implications for research on individual development, apoptosis, and various diseases.
发布日期：2024年10月08日
中国医生揭示近视发病根本原因
Chinese Doctors Uncover the Fundamental Cause of Myopia
近期，中国医生孟照洋和周鹏医生通过深入研究，提出了近视发病的新理论。他们发现，近视的根本原因在于眼球的进化缺陷，即看近物时睫状肌收缩导致眼轴变长。这一发现不仅从理论上解释了近视的发病机制，还为临床治疗提供了新的思路。研究结果已在《PLOS ONE》杂志发表。
Recently, Chinese doctors Meng Zhaoyang and Zhou Peng proposed a new theory on the onset of myopia through in-depth research. They discovered that the root cause of myopia lies in an evolutionary defect of the eye, where contraction of the ciliary muscles while focusing on near objects leads to elongation of the eye axis. This discovery not only provides a theoretical explanation for the pathogenesis of myopia but also offers new approaches for clinical treatment. The research has been published in the journal PLOS ONE.
发布日期：2024年04月18日
蔡司：全球首款无超声晶状体摘除设备MICOR®700正式上市
ZEISS: World’s First Ultrasound-Free Cataract Removal Device MICOR®700 Officially Launched
蔡司公司宣布，其全球首款手持式无超声晶状体摘除设备MICOR®700已在美国上市。该设备采用ZEISS NULEX技术，无需超声波即可移除晶状体，减少热损伤风险，提高手术安全性。MICOR®700的上市，预示着白内障手术技术的重大突破。
ZEISS announced the launch of the world’s first handheld ultrasound-free cataract removal device, the MICOR®700, in the U.S. This device uses ZEISS NULEX technology to remove the lens without the need for ultrasound, reducing the risk of thermal damage and enhancing surgical safety. The launch of MICOR®700 marks a significant breakthrough in cataract surgery technology.
发布日期：2024年10月10日
商业动向
Business Movements
强生公司：完成对V-Wave的121亿人民币收购，扩大心血管治疗领域布局
Johnson & Johnson Completes RMB 12.1 Billion Acquisition of V-Wave, Expanding Its Cardiovascular Treatment Portfolio
强生公司宣布完成对心房分流器制造商V-Wave的收购，交易总额达121亿人民币。此次收购将丰富强生在心血管治疗领域的产品线，满足心力衰竭患者需求。V-Wave的Ventura心房分流器有望成为FDA批准的首款同类产品。强生预计此次收购将对2024年和2025年的财务状况产生一定影响。
Johnson & Johnson announced the completion of its acquisition of atrial shunt manufacturer V-Wave, with a total transaction value of RMB 12.1 billion. This acquisition will expand Johnson & Johnson’s product line in cardiovascular treatment, addressing the needs of heart failure patients. V-Wave’s Ventura atrial shunt is expected to become the first product of its kind to be approved by the FDA. Johnson & Johnson expects the acquisition to have a financial impact in 2024 and 2025.
发布日期：2024年10月10日
豪雅集团（HOYA）：苏州高新区首个人工晶状体生产基地落成
HOYA Group: The Inauguration of the First Intraocular Lens Production Base in Suzhou High-tech Zone
豪雅集团在苏州高新区的首个人工晶状体生产基地正式落成，标志着其全球化战略的进一步扩展。作为全球主要的人工晶状体制造商，豪雅外科光学的产品已服务中国市场近20年，此次基地的建立将更好地满足国内市场需求，为白内障患者带来福音。
HOYA Group has inaugurated its first intraocular lens production base in the Suzhou High-tech Zone, marking a further expansion of its global strategy. As a leading manufacturer of intraocular lenses worldwide, HOYA Surgical Optics has served the Chinese market for nearly 20 years. This new base will better meet domestic market demand and bring benefits to cataract patients.
发布日期：2024年10月09日
史赛克：完成Vertos Medical收购并宣布Lakeland工厂裁员及关闭计划
Stryker: Completes Acquisition of Vertos Medical and Announces Layoffs and Closure Plan for Lakeland Factory
史赛克公司近期宣布完成对慢性腰痛治疗设备制造商Vertos Medical的收购，进一步扩展其在微创手术解决方案领域的产品线。同时，公司计划继续在美国佛罗里达州Lakeland工厂进行裁员，并将于2026年底关闭该工厂。这一战略调整旨在优化资源配置，提升公司在全球医疗科技领域的竞争力。
Stryker recently announced the completion of its acquisition of Vertos Medical, a manufacturer of chronic back pain treatment devices, further expanding its product line in minimally invasive surgical solutions. Additionally, the company plans to continue layoffs at its Lakeland plant in Florida and close the factory by the end of 2026. This strategic adjustment aims to optimize resource allocation and enhance the company’s competitiveness in the global medtech sector.
发布日期：2024年10月08日
辉瑞公司：激进投资者Starboard Value或推动管理层变革
Pfizer: Activist Investor Starboard Value May Push for Management Changes
辉瑞全球CEO Albert Bourla面临激进投资者Starboard Value的压力，该公司已购入价值10亿美元的辉瑞股份，并计划提出战略转变建议。Starboard Value认为辉瑞在疫情后的管理不善，特别是大规模并购行为。辉瑞前高管最初支持投资者，但后来改变立场，支持现有管理层。若Starboard Value介入，辉瑞或将迎来重大变革。
Pfizer’s global CEO, Albert Bourla, is facing pressure from activist investor Starboard Value, which has acquired $1 billion worth of Pfizer shares and plans to propose strategic changes. Starboard Value argues that Pfizer has been mismanaged post-pandemic, particularly in terms of large-scale acquisitions. Former Pfizer executives initially supported the investors but later changed their stance to back the current management. If Starboard Value intervenes, Pfizer may undergo significant changes.
发布日期：2024年10月10日
OCULUS（欧科路）：全球首个角膜OCT设备Pentacam Cornea OCT即将发布
OCULUS: Pentacam Cornea OCT, the World’s First Corneal OCT Device, to Be Launched
德国OCULUS宣布，其创新设备Pentacam Cornea OCT即将亮相，该设备集成了Scheimpflug成像与环中心OCT扫描技术，能在一秒内捕获角膜的Scheimpflug图像和超高分辨率的OCT图像。这一技术突破将为角膜疾病的诊断和监测提供更精确的数据支持。
OCULUS, a German company, has announced the upcoming launch of its innovative device, the Pentacam Cornea OCT. This device integrates Scheimpflug imaging with ring-centered OCT scanning technology, capable of capturing Scheimpflug images and high-resolution OCT scans of the cornea in just one second. This technological breakthrough will provide more precise data for the diagnosis and monitoring of corneal diseases.
发布日期：2024年10月10日
阿斯利康与石药集团达成超20亿美元合作协议
AstraZeneca and CSPC Sign Collaboration Deal Worth Over $2 Billion
阿斯利康宣布与石药集团签订独家授权协议，引进石药集团的临床前候选小分子药物YS2302018，用于开发新型降脂疗法。此次合作涉及高达20亿美元的预付款及潜在里程碑付款，标志着阿斯利康在心血管、肾脏和代谢疾病领域的进一步拓展。YS2302018作为一种创新小分子脂蛋白(a)抑制剂，有望为血脂异常患者带来新的治疗选择。
AstraZeneca announced an exclusive licensing agreement with CSPC Pharmaceutical Group to introduce CSPC’s preclinical candidate small-molecule drug, YS2302018, for the development of novel lipid-lowering therapies. The collaboration involves up to $2 billion in upfront payments and potential milestone payments, marking AstraZeneca’s further expansion in the cardiovascular, renal, and metabolic disease fields. YS2302018, an innovative small-molecule lipoprotein(a) inhibitor, is expected to provide new treatment options for patients with dyslipidemia.
发布日期：2024年10月08日
登士柏西诺德：全球重组计划裁员640人
Dentsply Sirona: Global Restructuring Plan to Cut 640 Jobs
全球最大的专业牙科产品和技术制造商登士柏西诺德宣布，将在全球范围内裁减2%至4%的员工，即320-640人，以应对业务挑战。此次重组预计产生4,000万至5,000万美元的一次性费用，但每年可节省高达1亿美元的成本。公司股价在消息公布后有所上涨，但长期趋势仍显下行。
Dentsply Sirona, the world’s largest manufacturer of professional dental products and technology, announced that it will cut 2% to 4% of its global workforce, equating to 320 to 640 employees, in response to business challenges. The restructuring is expected to incur one-time costs of $40 million to $50 million, but it will save up to $100 million annually. The company’s stock price rose following the announcement, although the long-term trend remains downward.
发布日期：2024年08月19日
礼来：Thomas J. Fuchs担任首任首席AI官
Eli Lilly: Thomas J. Fuchs Appointed First Chief AI Officer
2024年10月8日，全球制药公司礼来宣布，Thomas J. Fuchs将从10月21日起担任首任首席AI官，负责制定人工智能战略，涵盖药物发现、临床试验、生产制造、商业活动及内部职能。Fuchs此前在西奈山人工智能和人类健康学院担任院长及首任系主任，拥有丰富的人工智能领域经验。
On October 8, 2024, global pharmaceutical company Eli Lilly announced that Thomas J. Fuchs will serve as its first Chief AI Officer starting October 21. Fuchs will be responsible for formulating the company’s artificial intelligence strategy, covering areas such as drug discovery, clinical trials, manufacturing, commercial operations, and internal functions. Fuchs previously served as the dean and inaugural chair of the Department of AI and Human Health at Mount Sinai, with extensive experience in the AI field.
发布日期：2024年10月10日
行业趋势
Industry Trends
2024年国采人工晶体，谁是赢家？
Who Are the Winners in the 2024 National Procurement of Intraocular Lenses?
在2024年的国家人工晶体集采中，爱博诺德以31.7万片的中标量成为国内企业的最大赢家，而爱尔康则凭借激进的报价策略，在高端人工晶体市场中取得显著优势。此次集采中，人工晶体价格大幅下降，平均降价达到60%，对市场格局产生深远影响。爱尔康的低价策略有望改变国内高端人工晶体市场的竞争态势，而国产品牌在低端市场的主导地位仍需加强。随着集采政策的深入实施，预计未来人工晶体价格将进一步降低，推动行业创新和市场发展。
In the 2024 national procurement of intraocular lenses, Eyebright emerged as the biggest winner among domestic companies with a winning bid of 317,000 lenses, while Alcon gained significant advantage in the high-end intraocular lens market through its aggressive pricing strategy. The price of intraocular lenses saw a sharp decline in this procurement, with an average price drop of 60%, greatly impacting the market landscape. Alcon’s low-pricing strategy is expected to alter the competitive dynamics of the domestic high-end intraocular lens market, while domestic brands need to strengthen their dominance in the low-end segment. As the procurement policy continues to unfold, intraocular lens prices are expected to further decrease, driving innovation and market development.
发布日期：2024年10月10日
德国一品公司（1stQ GmbH）：AddOn人工晶体在中国获批使用
1stQ GmbH: AddOn Intraocular Lens Approved for Use in China
德国1stQ GmbH公司生产的AddOn人工晶体已正式获批在中国海南博鳌超级医院使用，这标志着该产品在国内眼科医疗领域的应用迈出重要一步。AddOn人工晶体专为白内障后视力再矫正设计，通过双镜头系统改善远、中、近三种视力，提升视觉质量。该产品采用先进材料制造，具有高稳定性和低并发症风险，为患者提供了更优质的治疗方案。
The AddOn intraocular lens, produced by the German company 1stQ GmbH, has been officially approved for use at the Boao Super Hospital in Hainan, China. This marks an important step for the product’s application in the domestic ophthalmology field. The AddOn intraocular lens is designed for post-cataract surgery vision correction, utilizing a dual-lens system to improve distance, intermediate, and near vision, enhancing visual quality. The product is made from advanced materials, offering high stability and a low risk of complications, providing patients with superior treatment options.
发布日期：2024年09月29日
白内障或许可逆？
Can Cataracts Be Reversible?
美国国家眼科研究所(National Eye Institute, NEI)的科学家们与中国研究者合作，发现了冬眠松鼠在经历数月的寒冷后，其白内障反应是可逆的。这一现象可能为人类白内障的非手术治疗提供重要的参考。研究表明，冬眠的地松鼠在低温下晶状体会变得浑浊，但在温度回升后能迅速恢复透明。通过对比实验，研究人员发现地松鼠体内一种名为RNF114的蛋白质在复温期间显著升高，而这种蛋白质在非冬眠大鼠中并不存在。进一步的实验显示，通过RNF114预处理非冬眠大鼠，也能成功清除白内障。此外，科学家们还成功利用RNF114清除了斑马鱼因氧化应激导致的白内障，这表明RNF114蛋白可能对多种原因引起的白内障都有疗效。NEI表示，虽然人类白内障的形成与低温无关，但这项研究为未来白内障治疗提供了新的可能性。研究结果已于2024年9月在《临床研究杂志》上发表。
Scientists at the National Eye Institute (NEI), in collaboration with Chinese researchers, have discovered that cataract formation in hibernating squirrels is reversible after months of cold exposure. This phenomenon could provide important insights for non-surgical treatment of human cataracts. The research showed that the lenses of hibernating ground squirrels became cloudy under low temperatures, but quickly returned to transparency when the temperature rose. Comparative experiments revealed that a protein called RNF114 significantly increased during the rewarming period in squirrels, while it was absent in non-hibernating rats. Further experiments demonstrated that pre-treatment with RNF114 successfully cleared cataracts in non-hibernating rats. Additionally, scientists were able to use RNF114 to clear cataracts in zebrafish caused by oxidative stress, indicating that the protein could be effective against cataracts from multiple causes. Although human cataracts are not related to low temperatures, NEI stated that this study opens up new possibilities for future cataract treatments. The research findings were published in The Journal of Clinical Investigation in September 2024.
发布日期：2024年9月
人事更迭
C-SuiteTransitions
辉瑞公司：激进投资者Starboard Value或推动管理层变革
Pfizer: Activist Investor Starboard Value May Push for Management Changes
辉瑞全球CEO Albert Bourla面临激进投资者Starboard Value的压力，该公司已购入价值10亿美元的辉瑞股份，并计划提出战略转变建议。Starboard Value认为辉瑞在疫情后的管理不善，特别是大规模并购行为。辉瑞前高管最初支持投资者，但后来改变立场，支持现有管理层。若Starboard Value介入，辉瑞或将迎来重大变革。
Pfizer’s global CEO, Albert Bourla, is under pressure from activist investor Starboard Value, which has acquired $1 billion worth of Pfizer shares and plans to propose strategic changes. Starboard Value believes Pfizer has been mismanaged post-pandemic, particularly regarding large-scale acquisitions. Although former Pfizer executives initially supported the investor, they later shifted their stance to back the current management. If Starboard Value intervenes, Pfizer could face significant transformations.
发布日期：2024年10月10日
GE医疗：陈楚晖出任AVS中国区副总裁兼总经理
GE Healthcare: Chen Chuhui Appointed Vice President and General Manager of AVS China
GE医疗宣布，陈楚晖先生自10月8日起担任AVS中国区副总裁兼总经理。陈先生曾在强生医疗科技担任心血管和专业解决方案事业部总经理，拥有丰富的行业经验。此次加盟GE医疗，陈先生将推动AVS部门在中国区的业务增长，并与超声、IGS和外科团队合作，加强产品管理和商业运营。
GE Healthcare announced that Mr. Chen Chuhui will assume the role of Vice President and General Manager of AVS China starting October 8. Chen previously served as the General Manager of the Cardiovascular and Specialty Solutions division at Johnson & Johnson Medical Technology, with extensive industry experience. His move to GE Healthcare will drive AVS’s business growth in China, collaborating with the ultrasound, IGS, and surgical teams to enhance product management and business operations.
发布日期：2024年10月09日
美团医药：组织架构调整，买药与医美业务合并
Meituan Medicine: Organizational Restructuring, Drug and Medical Aesthetic Businesses Merged
美团医药近期进行了重要的组织架构调整，原医药事业部负责人李锦飞调任，同时将买药业务与医美业务合并，成立新的“核心本地商业/医药健康事业部”，由李晓辉领导。此次调整显示了美团在医疗健康领域的进一步拓展和尝试。合并后的业务预计将增强消费医疗场景，建立更完善的健康产业生态。
Meituan Medicine recently underwent a major organizational restructuring, with former head of the Pharmaceutical Division Li Jinfei being reassigned. The drug purchasing and medical aesthetic businesses have been merged to form a new “Core Local Business/Pharmaceutical Health Division,” led by Li Xiaohui. This adjustment reflects Meituan’s further expansion and experimentation in the healthcare sector. The merged business is expected to enhance consumer healthcare services and build a more comprehensive health industry ecosystem.
发布日期：2024年10月09日
监管出手
Regulatory Action
广西纪委监委：医药领域反腐行动成效显著，85人被留置
Guangxi CCDI and NCS: Anti-Corruption Campaign in the Pharmaceutical Sector Shows Significant Results, 85 People Detained
广西纪委监委自4月起开展医药领域反腐行动，至今已留置85人。通过信息化手段，聚焦监管不力、以权谋私等问题，利用大数据技术收集线索，立案712件，处分514人，追缴违法所得4.93亿元。此次行动有效打击了医疗设备招采环节的腐败行为，促进了行业的健康发展。
Since April, the Guangxi CCDI and NCS has launched an anti-corruption campaign in the pharmaceutical sector, resulting in 85 people being detained. By utilizing information technology to focus on issues such as inadequate regulation and abuse of power, the campaign used big data to gather leads, leading to 712 cases being filed, 514 people disciplined, and 493 million yuan in illicit gains recovered. This campaign has effectively targeted corruption in the procurement of medical devices and promoted healthy development in the industry.
发布日期：2024年09月26日
医药行业反腐成效显著，销售费用下降
Significant Results from Anti-Corruption Efforts in the Pharmaceutical Sector, Sales Expenses Decrease
在国家卫健委等十四部委联合发布的《2024年纠正医药购销领域和医疗服务中不正之风工作要点的通知》推动下，医药行业反腐工作取得显著成效。2024年上半年，A股上市的489家药企销售费用同比下降约5.78%，而营业收入增速约为1.1%。其中，中成药和生物制药行业销售费用率较高，分别为21.50%和20.49%。上海医药以65.65亿元销售费用位居首位，而步长制药销售费用率大幅下降至38.08%。此外，有21家企业在销售费用下降超10%的同时，营业收入实现了10%以上的增长，显示出行业转型的积极进展。
Under the guidance of the “2024 Work Plan for Rectifying Unhealthy Practices in Pharmaceutical Procurement and Medical Services” issued by 14 ministries, anti-corruption efforts in the pharmaceutical sector have achieved notable results. In the first half of 2024, sales expenses for 489 A-share listed pharmaceutical companies decreased by approximately 5.78% year-on-year, while revenue growth was around 1.1%. Among these, traditional Chinese medicine and biopharmaceutical industries had high sales expense ratios of 21.50% and 20.49%, respectively. Shanghai Pharma topped the list with 6.565 billion yuan in sales expenses, while Buchang Pharma saw its sales expense ratio significantly drop to 38.08%. Furthermore, 21 companies achieved revenue growth of over 10% while reducing sales expenses by more than 10%, indicating positive progress in the industry’s transformation.
发布日期：2024年09月30日
中纪委发文强调医疗反腐力度，释放“一严到底”信号
The CCDI Emphasizes Strict Anti-Corruption Measures in Healthcare, Signals “No Leniency”
中纪委网站发布文章，强调医疗反腐的重要性，提出必须保持零容忍态度，持续加大反腐力度。文章指出医药领域反腐的三大重点方向，包括聚焦易腐风险环节、整治群众反映强烈的问题，以及严厉打击行贿行为。同时，多省纪检委通报了医疗领域反腐的最新进展，显示出全国范围内医药反腐浪潮的强劲势头。业界同仁需自省，以合规为王，共同推动行业向透明合规发展。
The Central Commission for Discipline Inspection (CCDI) published an article emphasizing the importance of anti-corruption efforts in healthcare and calling for a zero-tolerance stance with sustained intensity. The article highlights three main focus areas in pharmaceutical sector anti-corruption: addressing high-risk corruption areas, rectifying issues that have triggered strong public complaints, and cracking down on bribery. Several provinces’ discipline commissions have reported on recent progress in medical sector anti-corruption, demonstrating a nationwide wave of intensified efforts. Industry peers are urged to reflect on their practices and prioritize compliance to promote transparency and integrity within the sector.
发布日期：2024年10月2日
上海14部门：剑指医疗反腐
14 Shanghai Departments: Targeting Healthcare Anti-Corruption
上海市卫生健康委员会联合其他13个部门发布《上海市2024年纠正医药购销领域和医疗服务中不正之风工作要点》，旨在深化医药领域腐败问题整治，提升医疗服务质量。该文件强调了规范医药生产流通秩序、集中整治群众身边不正之风和腐败问题、坚决纠治行业乱象、维护医保基金安全等关键点，以促进医药领域健康发展。
The Shanghai National Health Commission, in collaboration with 13 other departments, issued the “2024 Work Plan for Rectifying Unhealthy Practices in Pharmaceutical Procurement and Medical Services in Shanghai.” The document aims to deepen the rectification of corruption issues in the pharmaceutical sector and improve the quality of medical services. Key focuses include regulating the production and distribution of pharmaceuticals, intensifying efforts to address corruption that directly affects the public, eradicating industry irregularities, and safeguarding the safety of medical insurance funds, all to promote healthy development in the pharmaceutical sector.
发布日期：2024年10月09日
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