pharma-daily 「亮眼」医药速递 第 005 期:抗 KIT 单抗两项 III 期全部达标:1939 名难治性慢性荨麻疹患者,完全缓解率最高 55.3% 对安慰剂 9.3% 1939 名患者、两项 III 期:完全缓解率最高 55.3%,安慰剂 9.3%;但出现 2 例过敏性休克
deep-dive 《Cell》八位学者同期发声:AI 缺的从来不是算力,而是这三类数据 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-09-22/ai_causal_data_gap_cell_voices/wechat_publish_ready.md.
pharma-daily 「亮眼」医药速递 第 004 期:遗传性视网膜病变基因疗法 III 期成功:高剂量组 31% 患者暗光下多读出 15 个字母,对照组无一人达标 85 名 XLRP 患者:高剂量组 31%、低剂量组 24% 在暗光下多读出 15 个字母,对照组无一人达标
pharma-daily 「亮眼」医药速递 第 003 期:安大略 28.6 万癌症患者:症状越重,抗肿瘤治疗用得越少 ESAS 总分每升 10 分,抗肿瘤治疗费用下降 9.4%:症状负担正在把患者挡在治疗之外
csuite 从华尔街到千橡市:Bob Bradway 的“名人堂”心法与共创哲学(下) Lumina Research synced content from 07_CSuite_Insights/episodes/2026-09-18_010_Amgen_Bob_Bradway/03_文稿版本/Bob_Bradway_Part2_PUBLISH.md.
csuite 穿越周期的冷峻投行家:Bob Bradway 与安进的四十年资本纪律(上) Lumina Research synced content from 07_CSuite_Insights/episodes/2026-09-18_010_Amgen_Bob_Bradway/03_文稿版本/Bob_Bradway_Part1_PUBLISH.md.
pharma-daily 「亮眼」医药速递 第 002 期:Inluriyo 联合 Verzenio 获批,用于 ESR1 突变乳腺癌 $4M Ultragenyx 为 Sanfilippo 基因治疗给出的标价
pharma-daily 「亮眼」医药速递 第 001 期:首个 Sanfilippo A 型基因疗法获批,罕见病 AAV 的支付难题回到台前 300,000 罗氏与 Dualitas 将要筛选的双特异性抗体组合数量
deep-dive 双抗早已改写骨髓瘤格局:为什么 GSK 还要为一个 2027 年才进临床的国产三抗二次下单? Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-09-15/gsk_chimagen_trispecific_mm_tce/wechat_publish.md.
deep-dive 两款国产ADC改写小细胞肺癌治疗格局:死亡风险各降 54%,为什么不能直接比? Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-09-14/b7h3_sclc_dual_adc_wclc/wechat_publish.md.
csuite 重绘生命的刻度:阿维夫·雷格夫的科学品味与微观革命 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-09-11_009_Genentech_Aviv_Regev/03_文稿版本/Aviv_Regev_Part1_PUBLISH.md.
csuite 对话 Aviv Regev:重构基因泰克,算力与干湿闭环如何击穿新药研发“反摩尔定律”?(下) Lumina Research synced content from 07_CSuite_Insights/episodes/2026-09-11_009_Genentech_Aviv_Regev/03_文稿版本/Aviv_Regev_Part2_PUBLISH.md.
csuite 国会山听证风暴:美德十倍差价背后,百年急性医疗体系的支付绞杀 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-09-04_008_NovoNordisk_Lars_Jorgensen/03_文稿版本/Lars_Jorgensen_Part2_PUBLISH.md.
csuite 20年冷板凳与300亿重资产豪赌:司美格鲁肽背后的北欧哲学 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-09-04_008_NovoNordisk_Lars_Jorgensen/03_文稿版本/Lars_Jorgensen_Part1_PUBLISH.md.
deep-dive 刚拿下胰腺癌,又攻入头号杀手肺癌:首个泛RAS药的代际跨越 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-09-03/daraxonrasib_panras_lungcancer/wechat_publish_ready.html.
deep-dive 当自免CAR-T踩下刹车:罗氏15亿美元为何押注先声再明三抗? Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-09-02/roche_simcere_bcell_trispecific/wechat_publish_ready.html.
deep-dive 当CAR-T不再需要体外培养:中国团队连登NEJM,揭开体内原位重编程的自免革命 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-09-02/invivo_cart_autoimmune/wechat_publish_ready.html.
csuite 《医药掌舵人》008期(下)| Flagship创始人:在“尽早失败”和不确定性中 “孕育”生物技术突破 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-08-28_007_Flagship_Noubar_Afeyan/03_文稿版本/Noubar_Afeyan_Part2_Article_V4_PUBLISH.md.
csuite 造出Moderna的那个人:驱动他的不是野心,是求生本能 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-08-28_007_Flagship_Noubar_Afeyan/03_文稿版本/Noubar_Afeyan_Part1_Article_V5_PUBLISH.md.
deep-dive 胰腺癌患者等到6236:不只是FDA批准,也是pan-RAS破局 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-26/fdapancreatic/wechat_publish_ready.md.
deep-dive Nature Medicine:2型糖尿病预防,不能只等体检单报警 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-25/t2d_life_course_prevention/wechat_publish_ready.md.
csuite 一人一药,30 天交付:Moderna CEO 班塞尔谈十五年的真正胜负手 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-08-21_006_Moderna_Stephane_Bancel/03_文稿版本/Bancel_Article_Part2_V4_PUBLISH.md.