复星医药子公司药友制药与辉瑞达成GLP-1药物YP05002独家合作与许可协议



(2025年12月9日,中国上海)复星医药(600196.SH;02196.HK)今日宣布,控股子公司重庆药友制药有限责任公司("药友制药")、上海复星医药产业发展有限公司(“复星医药产业”)与Pfizer Inc. (辉瑞,NYSE: PFE)共同签订《许可协议》,由药友制药就口服小分子胰高血糖素样肽-1受体(GLP-1R)激动剂(包括YP05002)及含有该活性成分的产品授予辉瑞于全球范围独家开发、使用、生产及商业化的权利,许可领域包括人类、动物所有适应症的治疗、诊断及预防。根据协议条款,药友制药将完成YP05002于澳大利亚的I期临床试验,并授予辉瑞在全球范围内进一步开发、生产和商业化的独家许可。药友制药将获得1.5亿美元的首付款,并有资格获得与特定开发、注册和商业里程碑相关的最高达19.35亿美元的里程碑付款,以及产品获批销售后的分层特许权使用费。
本次许可的小分子胰高血糖素样肽-1受体(GLP-1R)激动剂由复星医药子公司药友制药自主研发并拥有自主知识产权,拟用于代谢领域相关疾病的治疗,潜在适应症包括但不限于长期体重管理、2型糖尿病、代谢功能障碍相关脂肪性肝炎(MASH)(即非酒精性脂肪性肝炎(NASH))等,目前于澳大利亚处于临床I期阶段。
刘强
药友制药董事长
“
与辉瑞的成功携手,是药友制药自主创新研发实力获得国际认可的标志。我们坚信,唯有开放与合作,才能让创新价值最大化。未来,依托辉瑞卓越的全球开发经验和商业化网络,结合药友在小分子研发与制造领域的深厚积淀,我们共同的目标是进一步加快这款创新药在全球范围的临床开发和商业化进程,以期惠及全球更多患者。
陈玉卿
复星医药董事长
“
此次与辉瑞达成全球合作,是复星医药创新引领和深度国际化战略的又一重要里程碑。复星医药始终致力于解决未被满足的临床需求,我们期待与辉瑞携手,加速YP05002的全球开发和商业化进程,旨在共同努力应对肥胖和代谢性疾病患者面临的挑战。

Fosun Pharma's Subsidiary Yao Pharma and Pfizer Enter into Exclusive Collaboration and License Agreement
(Shanghai, China, December 9, 2025) Fosun Pharma (SSE: 600196; HKEX: 02196) today announced that its subsidiaries, Chongqing Yao Pharmaceutical Company, Limited. ("Yao Pharma"), Shanghai Fosun Pharmaceutical Industrial Development Company Limited, and Pfizer Inc. (NYSE: PFE) have entered into an exclusive collaboration and license agreement. Under this agreement, Yao Pharma grants Pfizer an exclusive worldwide license for the development, use, manufacturing, and commercialization of oral small-molecule glucagon-like peptide-1 receptor (GLP-1R) agonists, including YP05002, and any products containing such oral small molecule GLP-1R agonists as an active ingredient. The license covers all indications for therapeutic, diagnostic, and prophylactic human and veterinary use. Under the terms of the agreement, Yao Pharma will complete an ongoing YP05002 Phase 1 clinical trial in Australia and grants Pfizer an exclusive license to further develop, manufacture and commercialize YP05002 worldwide. Yao Pharma will receive an upfront payment of $150 million and is eligible to receive milestone payments associated with certain development, regulatory and commercial milestones up to $1.935 billion, as well as tiered royalties on sales, if approved.
The licensed small-molecule GLP-1R agonists were independently researched and developed by Fosun Pharma’s subsidiary Yao Pharma with proprietary intellectual property rights and are intended for the treatment of metabolic diseases, with potential indications including but not limited to chronic weight management, type 2 diabetes, metabolic dysfunction-associated steatohepatitis (MASH), also known as non-alcoholic steatohepatitis (NASH), among others. YP05002 is currently in Phase 1 clinical development in Australia.
"The partnership with Pfizer marks the international recognition of Yao pharma's R&D capabilities. We firmly believe that only through openness and collaboration can the value of innovation be maximized.” Mr. Liu Qiang, Chairman of Yao Pharma, stated, “Leveraging Pfizer's exceptional global development experience and commercialization network, along with Yao Pharma's profound expertise in small molecule R&D and manufacturing, our shared goal is to enable this innovative drug candidate to be developed and commercialized in order to benefit patients worldwide more quickly and broadly."
"The global collaboration with Pfizer is another significant milestone in Fosun Pharma's strategy of innovation and internationalization.” Mr. Chen Yuqing, Chairman of Fosun Pharma, said, “Fosun Pharma is committed to addressing unmet clinical needs. We look forward to working with Pfizer to expedite the global development and commercialization of YP05002, with the goal of working toward addressing the challenges of obesity and metabolic diseases for patients in need."
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