【正文】 3 2023 2023Top 5 and 10 panies share of world market (%)Source: IMS World Reviews 2023C:\Presentation\External\EMBA lecture_11/ Tong university 13 創(chuàng)新Innovation創(chuàng)新是增長(zhǎng)的動(dòng)力Innovation as a driver of growth制藥行業(yè)的創(chuàng)新Innovation in the pharmaindustry創(chuàng)新和全球化The link between innovation and globalizationC:\Presentation\External\EMBA lecture_11/ Tong university 14 當(dāng)我們說創(chuàng)新，我們指 …What do we mean by Innovation?“ … 真正的創(chuàng)新由三個(gè)元素組成！“ … true innovation to be made up of 3 key elements! 3個(gè)元素技術(shù)上的創(chuàng)新產(chǎn)品研制上的創(chuàng)新市場(chǎng)策略的創(chuàng)新創(chuàng)新，更是一種觀念，而不僅僅是技術(shù)上的進(jìn)步Innovation is a mindset rather than a particular technological advancement沒有足夠的錢投入到研發(fā)中去 – 一個(gè)值得全公司考慮的問題Not enough to plough money into RD – need to consider all aspects of the anization(Akio Morita, Sony)C:\Presentation\External\EMBA lecture_11/ Tong university 15 在制藥行業(yè)中，創(chuàng)新是全球化的關(guān)鍵Innovation Is Key to Globalization Within the Pharmaceutical Industry輝瑞葛蘭素史克默沙東強(qiáng)生阿斯利康2023年全球前 10位制藥企業(yè)的研發(fā)投入諾華安萬特施貴寶羅氏惠氏公司 總研發(fā)投入（十億美元）資料來源： IMS Health? 全球前 10位制藥企業(yè)的平均研發(fā)投入占藥品銷售額的 15% – 20%? 阿斯利康 2023年的研發(fā)投入 占 藥品銷售額的 17％（相當(dāng)于每個(gè)工作日一千一百萬美金）C:\Presentation\External\EMBA lecture_11/ Tong university 16 研發(fā)的過程The RD Process10 5 0 5 15Discovery (2 10 yrs)Preclinical PIPIIPIIIFile for Registration Compounds Screened 5110 – 12 years to bring product to market5,000 – 10,000250C:\Presentation\External\EMBA lecture_11/ Tong university 17 1975 1987 2023138 MUSD318 MUSD802 MUSDExpenditure per Rx drugMill USD研發(fā)一個(gè)新藥的成本大大增加The Cost of Developing a New Drug has greatly IncreasedSource: Journal of Health Economics, 2023C:\Presentation\External\EMBA lecture_11/ Tong university 18 逐漸增加的研發(fā)成本相對(duì)于降低的效率Increasing RD spend vs declining productivitySource: CMR International, Lehman Brothers Decision ResourcesC:\Presentation\External\EMBA lecture_11/ Tong university 19 2023年研發(fā)的區(qū)域發(fā)展情況RD by Geographic Area 2023USA%Europe%ROW%Japan%ROWCanada: Mexico: Australia: Asia: Africa: Unspecified: Ethical pharmaceuticals (PhRMA members)Total spend: 30BN USDC:\Presentation\External\EMBA lecture_11/ Tong university 20 政策對(duì)制藥企業(yè)的創(chuàng)新至關(guān)重要Public Policies Vital to Support Pharmaceutical Innovation資料來源： NERA制藥企業(yè)的創(chuàng)新普及的研究基礎(chǔ) 設(shè)施 支持國際合作強(qiáng)大的知識(shí)產(chǎn)權(quán)保護(hù)相近的以研發(fā)為基礎(chǔ)的產(chǎn)業(yè)和學(xué)術(shù)的群聚? 行業(yè)的聚集促進(jìn)了新的想法和項(xiàng)目的交流? 專利的保護(hù)使研發(fā)的回收成為可能? 高質(zhì)量的研究人員、先進(jìn)的技術(shù)和雄厚的資本確保更高的成功率? 國際合作縮短研發(fā)的過程、降低商業(yè)化成本C:\Presentation\External\EMBA lecture_11/ Tong university 21 全球化Globalization定義Definition全球性企業(yè)的特征Characteristics of a global pany全球化的動(dòng)力What is driving globalizationC:\Presentation\External\EMBA lecture_11/ Tong university 22 什么是全球化？What is Globalization?全球化是一個(gè)多元素的過程，它可以定義為在全球范圍內(nèi)資本、服務(wù)、創(chuàng)意和文化的互相結(jié)合Globalization is a multifaceted process that can be defined as the interconnectedness of capital, services, ideas and culture on a worldwide scale它的特征是以上元素的高度流動(dòng)性It is characterized by the hypermobility of some of these elements in large volumes跨國公司是資本、貨物、勞動(dòng)力、知識(shí)和信息的跨國界的流動(dòng)的主要傳媒The crossborder flows of capital, goods, labor, knowledge and information are mediated primarily by multinational corporations (MNC’s)C:\Presentation\External\EMBA lecture_11/ Tong university 23 全球化Globalization“五年之內(nèi)會(huì)形成兩種經(jīng)理 – 一種是那些用國際經(jīng)濟(jì)頭腦思考的，另一種是失業(yè)的。 對(duì)國際顧客群缺乏了解Lack understanding of International customers167。一個(gè)全球銷售的公司 – 意味著它在全球擁有杰出的客戶基礎(chǔ)；一個(gè)全球產(chǎn)品的公司 – 意味著它擁有全球化的技術(shù)、工廠和產(chǎn)品；最重要的是，一個(gè)全球化人才的公司能夠不斷的捕捉市場(chǎng)和人才而獲取持續(xù)的增長(zhǎng)。s a global products pany, with technologies, factories, and products made for the world. And most important, it39?，F(xiàn)代電信化的生活方式 167。 顧客需求167。 公眾醫(yī)療保健167。 本地的仿制藥中國，不僅僅是一個(gè)市場(chǎng)那么簡(jiǎn)單 . . . China is more than one market ...C:\Presentation\External\EMBA lecture_11/ Tong university 35 中國制藥行業(yè)的關(guān)鍵增長(zhǎng)動(dòng)力Key Growth Drivers for the Pharma Industry in China以下因素刺激著中國醫(yī)療保健產(chǎn)品的需求增長(zhǎng)Demand