<p>欢迎来到 <em>制药执行日报</em>，这是您快速了解制药和生命科学行业最新动态的简报。</p>
<p>在今天的 <em>制药执行日报</em> 中，Rocket Pharmaceuticals 宣布以 1.8 亿美元出售其罕见儿科疾病优先审查凭证，将在 Kresladi 获得 FDA 批准后获得的资产转化为非稀释性资本，用于其心血管基因治疗管线；Teva Pharmaceutical 与 Emalex Biosciences 达成最终协议，收购金额高达 9 亿美元，为其神经科学产品组合增加了一种针对儿科抽动症的 NDA 准备就绪的首创治疗方案；一篇特写文章探讨了围绕霍尔木兹海峡的制药供应链风险。</p>
<p>Rocket Pharmaceuticals 已达成协议，以 1.8 亿美元现金出售其获得 FDA 授予的罕见儿科疾病优先审查凭证，买家尚未披露。该优先审查凭证是在 Kresladi 加速批准后授予的，Kresladi 是 Rocket 针对严重白细胞粘附缺陷一型的基因治疗，其出售为公司提供了重要的非稀释性资本，而罕见儿科疾病优先审查凭证计划在 2026 年 2 月重新授权，进一步巩固了其作为罕见儿科疾病治疗开发者的关键财务激励作用。</p>
<p>Teva Pharmaceuticals 宣布以 7 亿美元的预付款加上超过 2 亿美元的商业里程碑付款和基于净销售的特许权使用费收购 Emalex Biosciences，这笔交易为 Teva 带来了针对儿科抽动症的首创、经过 III 期验证的资产。Emalex 的主要化合物 Ecopipam 是一种选择性多巴胺 D1 受体拮抗剂，获得了 FDA 孤儿药和快速通道认证，并在 III 期研究中在其主要终点上显示出统计学显著的结果，计划在 2026 年下半年提交新药申请。</p>
<p>最后，一篇文章探讨了中东冲突暴露出的制药供应链结构性脆弱性，以及围绕霍尔木兹海峡的持续不确定性。虽然该海峡对成品制药货物的运输影响较小，但其关闭会提高能源输入成本，进而影响 API 制造，特别是在印度，印度大约提供美国一半的仿制药处方，并依赖海湾石油提供其化学原料的重要部分。这一干扰还关闭了包括迪拜、阿布扎比和多哈在内的主要海湾空运枢纽，这些枢纽是温控生物制剂和时效性制药货物的关键节点，估计全球超过 20% 的空运货物流量受到中东干扰的影响。</p>
<p>感谢您收听 <em>制药执行日报</em>。欲获取更多更新和深入分析，请访问 PharmExec.com。</p>

Rocket制药

梯瓦制药

<p>Rocket Pharmaceuticals 已以 1.8 亿美元出售其罕见儿童疾病优先审查凭证，为其基因治疗管线提供了非稀释性资本。Teva Pharmaceuticals 已同意以最高 9 亿美元收购 Emalex Biosciences，将一种首创的儿童抽动症治疗药物纳入其产品组合。此外，一篇文章讨论了与霍尔木兹海峡相关的制药供应链风险，强调了由于该地区地缘政治紧张局势可能影响药物制造和分销的脆弱性</p>

<p>Welcome to <em>Pharmaceutical Executive Daily</em>, your quick briefing on the top news shaping the pharmaceutical and life sciences industry.</p>
<div class="lb-trans"><p>欢迎来到 <em>制药执行日报</em>，这是您快速了解制药和生命科学行业最新动态的简报。</p>
</div><p>In today's <em>Pharmaceutical Executive Daily</em>, Rocket Pharmaceuticals announces a $180 million sale of its rare pediatric disease priority review voucher, converting the asset awarded following Kresladi's FDA approval into non-dilutive capital for its cardiovascular gene therapy pipeline, Teva Pharmaceutical enters a definitive agreement to acquire Emalex Biosciences for up to $900 million, adding an NDA-ready first-in-class treatment for pediatric Tourette syndrome to its neuroscience portfolio, and a feature article examines the pharmaceutical supply chain risks converging around the Strait of Hormuz.</p>
<div class="lb-trans"><p>在今天的 <em>制药执行日报</em> 中，Rocket Pharmaceuticals 宣布以 1.8 亿美元出售其罕见儿科疾病优先审查凭证，将在 Kresladi 获得 FDA 批准后获得的资产转化为非稀释性资本，用于其心血管基因治疗管线；Teva Pharmaceutical 与 Emalex Biosciences 达成最终协议，收购金额高达 9 亿美元，为其神经科学产品组合增加了一种针对儿科抽动症的 NDA 准备就绪的首创治疗方案；一篇特写文章探讨了围绕霍尔木兹海峡的制药供应链风险。</p>
</div><p>Rocket Pharmaceuticals has entered into a to sell its FDA-awarded rare pediatric disease priority review voucher for $180 million in cash to an undisclosed buyer. The PRV was granted following the accelerated approval of Kresladi, Rocket's gene therapy for severe leukocyte adhesion deficiency type one, and its sale provides the company with meaningful non-dilutive capital at a time when the rare pediatric disease PRV program was reauthorized in February 2026, reinforcing its role as a key financial incentive for developers of treatments for rare pediatric conditions.</p>
<div class="lb-trans"><p>Rocket Pharmaceuticals 已达成协议，以 1.8 亿美元现金出售其获得 FDA 授予的罕见儿科疾病优先审查凭证，买家尚未披露。该优先审查凭证是在 Kresladi 加速批准后授予的，Kresladi 是 Rocket 针对严重白细胞粘附缺陷一型的基因治疗，其出售为公司提供了重要的非稀释性资本，而罕见儿科疾病优先审查凭证计划在 2026 年 2 月重新授权，进一步巩固了其作为罕见儿科疾病治疗开发者的关键财务激励作用。</p>
</div><p>Teva Pharmaceuticals has announced a to acquire Emalex Biosciences for $700 million upfront plus upwards of $200 million in commercial milestone payments and net sales-based royalties, in a deal that brings Teva a first-in-class, Phase III validated asset for pediatric Tourette syndrome. Emalex's lead compound, Ecopipam, is a selective dopamine D1 receptor antagonist that holds FDA Orphan Drug and Fast Track designations and demonstrated statistically significant results on its primary endpoint in a Phase III study, with a new drug application submission planned for the second half of 2026.</p>
<div class="lb-trans"><p>Teva Pharmaceuticals 宣布以 7 亿美元的预付款加上超过 2 亿美元的商业里程碑付款和基于净销售的特许权使用费收购 Emalex Biosciences，这笔交易为 Teva 带来了针对儿科抽动症的首创、经过 III 期验证的资产。Emalex 的主要化合物 Ecopipam 是一种选择性多巴胺 D1 受体拮抗剂，获得了 FDA 孤儿药和快速通道认证，并在 III 期研究中在其主要终点上显示出统计学显著的结果，计划在 2026 年下半年提交新药申请。</p>
</div><p>Finally, a examines the structural pharmaceutical supply chain vulnerabilities exposed by the conflict in the Middle East and the ongoing uncertainty surrounding the Strait of Hormuz. While the strait is less of a direct corridor for finished pharmaceutical shipments than for petroleum, its closure raises energy input costs that cascade through API manufacturing, particularly in India, which supplies roughly half of all U.S. generic prescriptions and depends on Gulf petroleum for a significant share of its own chemical inputs. The disruption has also shuttered major Gulf air freight hubs including Dubai, Abu Dhabi, and Doha, all of which serve as critical nodes for temperature-controlled biologics and time-sensitive pharmaceutical cargo, with estimates suggesting more than 20% of global air cargo flows are exposed to Middle East disruptions.</p>
<div class="lb-trans"><p>最后，一篇文章探讨了中东冲突暴露出的制药供应链结构性脆弱性，以及围绕霍尔木兹海峡的持续不确定性。虽然该海峡对成品制药货物的运输影响较小，但其关闭会提高能源输入成本，进而影响 API 制造，特别是在印度，印度大约提供美国一半的仿制药处方，并依赖海湾石油提供其化学原料的重要部分。这一干扰还关闭了包括迪拜、阿布扎比和多哈在内的主要海湾空运枢纽，这些枢纽是温控生物制剂和时效性制药货物的关键节点，估计全球超过 20% 的空运货物流量受到中东干扰的影响。</p>
</div><p>Thanks for listening to <em>Pharmaceutical Executive Daily</em>. For more updates and in-depth analysis, visit PharmExec.com.</p>
<div class="lb-trans"><p>感谢您收听 <em>制药执行日报</em>。欲获取更多更新和深入分析，请访问 PharmExec.com。</p>
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制药高管日报：Rocket 制药公司出售儿童疾病优先审查券