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 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 传奇CEO卸任三周后,中国创新药出海多了一种买家 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-11/Ying_Huang_post_Legend_life/wechat_draft_v2founder_publish.md.
deep-dive 上半年中国创新药对外授权约1100亿美元,美参院再提对华biotech投资筛查 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-09/china_bd_binsa_baum/wechat_draft_publish.md.
deep-dive 康宁杰瑞双抗ADC出海:Pathos约1.25亿美元首付里有什么 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-04/pathos_alphamab_jskn016/wechat_draft_publish.md.
deep-dive AZ与BMS谈合并:内部谁让路、市场罚了谁、中国出海少一张嘴 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-04/az_bms_merger_rumor/wechat_draft_publish.md.
deep-dive 一款恒瑞小分子,被装进美国公司去纳斯达克 IPO Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-30/braveheart_hengrui_ipo/wechat_publish_v5_with_images.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.
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 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 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.