【正文】 C:\Presentation\External\EMBA lecture_11/ Tong university 1 創(chuàng)新，全球化的動力柯石諦阿斯利康中國（含香港地區(qū)）總裁交通大學8 November 2023C:\Presentation\External\EMBA lecture_11/ Tong university 2 創(chuàng)新 – 全球化的動力Innovation – the Driving Force behind Globalization制藥行業(yè)The Pharma industry制藥行業(yè)的創(chuàng)新Innovation in the pharmaindustry什么是全球化？What is globalization?國際企業(yè)中的領(lǐng)導力Leadership in a global pany中國的制藥行業(yè)Pharma market in ChinaQ AC:\Presentation\External\EMBA lecture_11/ Tong university 3 創(chuàng)新和全球化Innovation and Globalization創(chuàng)新和全球化是相互依存、相互促進的Innovation and globalization are mutually dependent and enabling只有不斷創(chuàng)新的企業(yè)才能在全球獲得成功Only innovative panies can successfully globalize全球化的企業(yè)更能支付和回收越來越高的創(chuàng)新成本Global panies are more able to afford and recover the higher and higher cost of innovation創(chuàng)新Innovation 全球化 GlobalizationC:\Presentation\External\EMBA lecture_11/ Tong university 4 我們的目標Our Ambition一個富于創(chuàng)新的、快速的和高效的公司，憑借其全球范圍內(nèi)的銷售和市場方面的優(yōu)勢，充分挖掘并實現(xiàn)研發(fā)的巨大潛力，從而提供持續(xù)的、頂尖的財政增長。A creative, fast and effective pany with the global sales and marketing strength to realize the full potential from productive RD – thereby delivering sustainable top tier financial growth.Sir Tom McKillopCEO AstraZenecaOctober 2023C:\Presentation\External\EMBA lecture_11/ Tong university 5 阿斯利康工作重點AZ’ s Key Business Priorities不斷增加的鼓東利益Increased Shareholder Value快速、有效的組織機構(gòu)Fast Effective Organization關(guān)鍵產(chǎn)品的增長Growth through Key Products全球范圍的成功Win Globally顧客首選的合作伙伴First Choice for Customers源源不斷的新產(chǎn)品Secure Flow of New Products建立人才儲備Build Talent BaseC:\Presentation\External\EMBA lecture_11/ Tong university 6 制藥行業(yè)的結(jié)構(gòu) 2023Pharma Industry Structure 2023“BIG” Pharma 58%?13家企業(yè)?MS介于 3%和 11%之間第二階梯制藥企業(yè)21%?19家歐盟企業(yè)?6家美國企業(yè)?23日本企業(yè)生物技術(shù)3%仿制藥生產(chǎn)廠家5%“Rats Mice”13%?近 300家企業(yè)?Inlicensing?Early stage collaboration?TechnologyLicensing?18家企業(yè)?MS介于 %至 %之間C:\Presentation\External\EMBA lecture_11/ Tong university 7 阿斯利康 2023年關(guān)鍵的統(tǒng)計數(shù)據(jù)AstraZeneca 2023 Key Statistics178億的銷售額Sales of billion營運利潤 44億美元Operating profit of $ billion全球 58000員工58,000 employees worldwide研發(fā)費用超過 30億 – 銷售額的 17%RD spend of more than 3 billion – 17% of sales– 10 – 12 years to bring new medicine to market在 5個國家擁有 9個大型研發(fā)中心9 major RD centers in 5 countries在 20個國家擁有 34個生產(chǎn)基地34 manufacturing facilities in 20 countries頂級的銷售隊伍和廣泛的分布：在美國超過 6000名；美國之外超過 14000名Top echelon sales force size and reach。 6,000 US reps。 14,000 outside USC:\Presentation\External\EMBA lecture_11/ Tong university 8 到 2023年全球制藥市場的增長 – 美國是主要的增長點Global Growth to 2023 – Driven by the US2023 2023ROW17%USA49%Japan15%Top 5 Europe19%Top 5 Europe17%Japan10%ROW14%USA59%USD390 billion USD630 billionPharma MarketC:\Presentation\External\EMBA lecture_11/ Tong university 9 對 21世紀制藥行業(yè)的新建議New Suggestions for the Pharma Industry in the 21st Century在各方面，從研發(fā)到銷售，美國占主導地位USA dominant on all dimensions from discovery to sales拉丁美洲受到來自亞洲的挑戰(zhàn)Latin America challenged by Asia創(chuàng)新產(chǎn)品的減少和市場跟隨者競爭力的加強，給傳統(tǒng)研發(fā)活動帶來的挑戰(zhàn)增加Less productive pipelines and more rapid catchup challenging the historic RD paradigm少數(shù)大型企業(yè)占主導地位Major players dominate key franchisesC:\Presentation\External\EMBA lecture_11/ Tong university 10 TaiwanSingaporeHong KongKoreaMalaysiaThailandPhilippinesGDP per capita (USD)Drug expenditure per capitaChinaIndonesiaVietnamAustraliaIndiaMatured!Adjusting to slower growthPoised for further growthThe great potentialStill uncertain中國 – 遠大的發(fā)展前景China – the Great Future PotentialC:\Presentation\External\EMBA lecture_11/ Tong university 11 制藥行業(yè)面臨的主要挑戰(zhàn)Major Challenges Facing the Industry激烈的市場競爭Highly petitive marketplace公眾以及政治壓力Public and political pressure后續(xù)產(chǎn)品線中技術(shù)突破產(chǎn)品的匱乏Deficit of breakthrough products in pipelines不斷縮短的市場專用權(quán)的時間De