deep-dive 全球首款mRNA流感疫苗今天闯关FDA：一笔账，两种算法 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-05/mrna_flu_china_contrast/wechat_draft_v3.md.
deep-dive 哈萨比斯卸任的这一天，谷歌把“用AI治病”拆成了两家独立公司 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-05/Demis_Hassabis_isomorphic/wechat_draft_FINAL_prepush.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 从「没药了才打」到「一开始就要讨论」：诺华这款前列腺癌核药又往前走了一步 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-03/pluvicto_psmaddition_mhspc/wechat_draft_v2.md.
deep-dive 从 3 比 9 到 10 比 3：先进疗法过会，拼的不是平台是证据 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-08-02/cber_dual_adcom_capricor_replimune/wechat_draft_v2.md.
deep-dive 82%缓解率之后：通用型CD7 CAR-T要过的下一关 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-31/universal_cd7_cart_becar7/wechat_draft_v2.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 强生 / Sail：体内 CAR-T 的期权竞赛开始了 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-30/jnj_sail_invivo_cart/wechat_publish.md.
deep-dive 阿尔茨海默病新药的下一道坎：把安全窗口做出来 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-29/promis_pmn310_alzheimers/wechat_publish_v1.md.
deep-dive 柳叶刀发文当天，FDA专家投票9比3：为什么顶刊阳性结果不算“充分证据”？ Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-29/cber_evidence_capricor_replimune/wechat_publish_v3.md.
deep-dive 基因治疗没有塌方，塌的是最危险的那条路径 Lumina Research synced content from 06_DailyIntel/03_Daily_Output/daily_drafts/2026-07-28/genetherapy/wechat_publish_v3.md.
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.
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.
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.
