1億美元的握手：阿斯特捷利康加碼投資，中國製藥業正從「世界工廠」變身「世界藥廠」
中國製藥商與阿斯特捷利康等國際巨頭達成一系列年底授權協議，顯示中國正從藥品製造國轉變為新藥創新的重要來源。一筆1億美元的預付款凸顯了此一產業轉變的趨勢。
不再只是「世界工廠」，中國正悄然成為「世界藥廠」。一筆高達一億美元的授權協議，揭示了全球製藥產業版圖的劇烈變動，西方製藥巨頭正將目光轉向東方，尋找下一個救命丹。
阿斯特捷利康與加科思的重磅交易
根據12月21日提交給香港證交所的一份文件，中國製藥商加科思藥業（Jacobio Pharmaceuticals）宣布，預計將從英瑞合資的製藥大廠阿斯特捷利康（AstraZeneca）收到一筆1億美元的預付款。這筆費用是為了換取加科思旗下新藥的獨家研究、開發、註冊與製造權利。
從「仿製」到「創新」的質變
這筆交易僅是冰山一角。2025年歲末，中國製藥業掀起了一波對外授權（out-licensing）的熱潮，凸顯了中國作為新藥創新來源的角色日益舉足輕重。當跨國製藥集團在全球尋找新的潛力資產時，昔日的學名藥代工大國，如今已成為它們不容忽視的創新樞紐。這場轉變，顯示了全球醫藥產業鏈正發生根本性的變化。
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