创新药产业发展生态持续优化，多家药企上半年业绩亮眼
The innovative pharmaceutical sector's development ecosystem keeps improving, with multiple drugmakers notching up strong H1 performance.
【环球网财经综合报道】在国内创新药审批加速、BD（商务拓展）交易规模持续突破的双重催化下，多家创新药企交出了颇为亮眼的2026年上半年经营答卷。
[Comprehensive Report from Huanqiu Finance] Driven by the dual catalysts of accelerated domestic innovative drug review and approval and continuous breakthroughs in BD (Business Development) transaction scale, many innovative pharmaceutical companies delivered impressive operating results in the first half of 2026.
根据百济神州披露的2026年半年度主要财务数据公告，上半年实现总营收222.2亿元，同比增长26.8%；归母净利润为32.71亿元，同比增长627.1%。
According to the 2026 semi-annual key financial results announcement released by BeOne, the company's total revenue for the period reached 22.22 billion yuan, up 26.8% year-on-year; net profit attributable to shareholders of the parent company stood at 3.271 billion yuan, a 627.1% increase from a year earlier.
同时，百济神州上调2026年度经营业绩预测，将全年营收由436亿元至452亿元上调为449亿元至462亿元。该公司表示，做出这一调整主要得益于百悦泽在美国市场的领先地位以及其在欧洲和全球其他重要市场的持续扩张。
Meanwhile, BeOne raised its 2026 revenue guidance, upgrading its full-year revenue outlook from the previous range of 43.6–45.2 billion yuan to a new range of 44.9–46.2 billion yuan. The company attributed the adjustment primarily to Brukinsa's leading position in the US market and its continued expansion across Europe and other key global markets.
此外，荣昌生物预计今年上半年实现营收58.5亿元，同比增长433%；归母净利润为47亿元，同比扭亏为盈。报告期内，该公司核心产品泰它西普、维迪西妥单抗国内销售收入持续增长；同时，公司与艾伯维集团控股公司就RC148签署独家授权许可协议，技术授权收入大幅增加。
In addition, RemeGen expects to post 5.85 billion yuan in revenue for the first half of this year, up 433% year-on-year, with net profit attributable to shareholders of the parent company reaching 4.7 billion yuan, swinging to profit from a loss YoY. During the reporting period, domestic revenue from its core products Telitacicept and Disitamab vedotin maintained steady growth. Meanwhile, the company signed an exclusive license agreement with AbbVie Group Holdings for RC148, driving a sharp increase in technology licensing revenue.
信达生物发布的2026年上半年及第二季度的产品收入公告显示，公司上半年产品收入超82亿元，同比增长55%以上。
According to Innovent Biologics' product revenue announcement covering the first half of 2026 and the second quarter, the company's H1 product revenue exceeded 8.2 billion yuan, up more than 55% year-on-year.
当前，我国创新药产业发展生态持续优化。其中，为压缩创新药上市周期，今年7月份，国家药监局综合司发布《关于优化细胞与基因治疗药品审评审批有关事项的公告（征求意见稿）》，向社会公开征求意见。此举旨在通过优化审评审批流程，进一步激发细胞与基因治疗药品领域的研发创新活力。
At present, the development ecosystem of China's innovative pharmaceutical industry continues to improve. Specifically, to shorten the time-to-market of innovative drugs, the General Office of the National Medical Products Administration (NMPA) released the Announcement on Optimizing the Review and Approval of Cell and Gene Therapy Products (Draft for Public Comments) in July this year for public consultation. The initiative aims to further stimulate R&D and innovation dynamism in the cell and gene therapy sector by streamlining the review and approval process.
此外，为推动药品创新发展，完善药品试验数据保护制度，今年5月份，国家药监局发布实施《药品试验数据保护实施办法》。依据该文件，药品注册申请人可以在提交药品注册申请的同时提出药品试验数据保护申请。（南木）
In addition, to advance drug innovation and improve the clinical trial data protection system, the National Medical Products Administration (NMPA) issued and put into effect the Implementation Measures for Drug Trial Data Protection in May this year. Under the measures, drug registration applicants may file a clinical trial data protection application concurrently with their drug registration submission. (Nan Mu)
