Citeline：2025全球新药研发格局及 BD 交易趋势报告（英文版）（31页）.pdf

1、C I T E L I N E.C O M全球新药研发格局及BD交易趋势Shuhua Zhou Shuhua Zhou（周淑华）Ph.DPh.DCiteline26thAug 2025About Norstella2Our Mission:Smoothing Access To Life Saving Therapies3Commercial IntelligenceInsurance Claims&Electronic Medical Records Analytics MMITUS Market AccessCombined Consulting&Custom Solutions Dedh

2、am GroupClinical IntelligenceUS Market Access&ReimbursementThe global drug R&D pipeline in 2025Outline0102Partnership trends03Outlook in futureTotalPipeline SizeHasGrownby4.6%23,875 Drugs under active developmentExpansion rate slightly lower 2024 was up 7.2%1,050 more drugs in development 4,546 new

3、drugs identified and addedNew drugstatistics 38.8%were anticancers 13.8%neurologicalsNovartis added the most new candidates 38 added,Jiangsu Hengrui added 36China closesthe gap 1,683 new drugs in US development 1,495 new drugs in Chinese development3Breakdown of The Pipeline by PhaseGrowth at all cl

4、inical stages PhaseI up by 6.8%PhaseII upby6.3%PhaseIII upby8.8%Preclinical up by 1.8%Lower than2024s5.5%20R&D Pipeline by Therapeutic Area2025 vs 2024Oncology remains the biggest TA 9,746 drugs in 2025 Expansion of 3.7%from 2024,lower thanthe global pipeline expansion rate 39.7%of all drugs,down fr

5、om 40.1%Neurologicalalso below theaverage 4.2%growth rate from 2024 to 2025Alimentary/metabolic stalled,aftera 13.1%growth rate in 2024Anti-infective R&D actuallydeclined Pipelinesize fellby 2.4%22 Pfizer returns to the top spot Swiss rivals Roche and Novartis follow Sanofi makes biggest jump within

6、 Top 10 Jiangsu Hengrui Pharmaceuticals falls outof the Top 10 after its landmark debut lastyear But further advances from other Chinesecompanies,and strong Japanesepresence too Top 10 companies contributed 5.4%of alldrugs,Top 25 10.0%.19.4%comes fromcompanies with just 1 or 2 drugsPharmaprojects,Ja