deep-dive 阿斯利康 Sone-Ve：OS 过了线，CLDN18.2 后线还远没画完 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-28/az_sone_ve_clarity_gastric01/wechat_publish.md.
deep-dive FDA 咨询会前夜，DMD 细胞疗法卡在证据标准上 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-27-2/capricor_deramiocel_fda_adcom/wechat_draft_v2.md.
deep-dive 黄颖卸任后，传奇生物真正要交的不是人事答卷 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-27/legend_ceo_transition/wechat_publish_v3.html.
weekly-roundup Lumina 一周盘点 2026-07-27 Lumina Research synced content from 06_DailyIntel/05_Tracking/weekly_reviews/2026-07-27_lumina_weekly/wechat_publish_v1.html.
deep-dive 一起未公开的基因编辑试验死亡，暴露基因治疗的三个老问题 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-25/gene_editing_global_landscape/wechat_publish.html.
deep-dive 肝癌 CAR-T 上了 Nature：44% 缓解很好看，4.4 个月也要一起读 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-24/abelzeta_gpc3_armored_cart/wechat_publish_v4.html.
csuite 花 10 块换回 6 块的生意，他不做：再生元 Len Schleifer 的 38 年 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-07-24_002_Regeneron_Len_Schleifer/03_文稿版本/Regeneron_Len_Schleifer_Article_V9_WeChat_PUBLISH.md.
csuite 7022 次失败换一个分子，却治不好大公司病：礼来 CEO 戴文睿的真心话 Lumina Research synced content from 07_CSuite_Insights/episodes/2026-07-24_001_Eli_Lilly_Dave_Ricks/03_文稿版本/Dave_Ricks_Article_V7_PUBLISH.md.
deep-dive 礼来新一代减肥药减重 22.6%：中国药企的下一张考卷 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-23/retatrutide_obesity_china_angle/wechat_publish_v1.html.
deep-dive HR 0.11之后：强生双抗前移，骨髓瘤 CAR-T 还有多少空间？ Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-23/jnj_tecvayli_talvey/wechat_publish_v1.html.
deep-dive 中国创新药出海，三条路开始分层 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-23/china_outbound_three_paths/wechat_publish_v4.html.
deep-dive AI 制药：该盯模型，还是盯数据基建？ Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-22/wechat_opening/opening-ai-data-infra.md.
deep-dive RNAi 正在破壁：数据尸检 Arrowhead 降脂三期 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-22/plozasiran_rnai_phase3/wechat_publish_v1.html.
deep-dive GSK 的 106 亿美元押注，第一张 FDA 答卷来了 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-22/jideytro_fda_gsk_nuvalent/wechat_publish_v2.html.
deep-dive 康方/Summit 的 PD-1/VEGF 双抗，离 FDA 批准还有多远？ Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-22/ivonescimab_fda_hard_test/wechat_publish_v2.html.
deep-dive 深度点评 · 礼来买 AtaiBeckley：机制决定形态，CVR 决定谁扛监管 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-21/DEEP_礼来AtaiBeckley交易解剖.md.
