复星医药与AriBio达成阿尔茨海默口服新药AR1001全球独家选择权合作
2026年5月13日，上海复星医药（集团）股份有限公司（“复星医药”，股票代码：600196.SH，02196.HK）与专注于神经退行性疾病领域的生物制药公司AriBio Co., Ltd.（ “AriBio” ）共同宣布，双方在前期合作的基础上，就阿尔茨海默病创新药AR1001的开发、注册、生产和商业化等的权利，签署了全球独家选择权协议。
本次交易采用“选择行权费+许可费支付”的模式，复星医药将向AriBio支付6,000万美元的选择权费，并有权于约定行权期限内决定是否行权；选择行权后，复星医药将支付至多1.8亿美元的首付款和监管里程碑付款；当许可产品年销售额达到至少25亿美元，将触发销售里程碑付款。
AR1001是一款小分子口服药物，为治疗阿尔茨海默病的潜在同类最佳（best-in-class）疗法，具有强效、高选择性抑制磷酸二酯酶-5（PDE-5）的作用。已开展的临床前研究显示，AR1001可清除阿尔茨海默病相关的淀粉样斑块并抑制Tau蛋白的异常磷酸化，同时抑制炎性反应，并提供神经保护作用。目前，AR1001用于治疗早期阿尔茨海默病的全球多中心III期临床试验（POLARIS-AD研究；NCT05531526）正在进行中。该试验已在包括美国、欧洲、中国、加拿大和韩国等国家和地区入组超过1500例患者，入组工作于2025年全部完成，预计将于2026年内公布顶线结果。截至目前的临床试验表明，AR1001具有良好的安全性特征和血脑屏障透过性，对早期AD患者（轻度认知障碍至轻度痴呆）有潜在治疗效果。
本次协议的签署，是双方在前期就AR1001在中国境内及港澳地区、约定的东南亚10国的开发、注册、生产及独家商业化权益达成成功合作基础上的进一步深化与拓展。随着本次协议的签署，双方的合作将拓展至全球包括美国、欧洲和日本等关键市场。未来，双方将依托复星医药在临床开发、生产、注册申报及商业化的成熟能力，加速推进药物全球落地。
郭广昌
复星国际董事长
阿尔茨海默病是全球共同面对的重大医学挑战。复星深耕医药三十多年，始终围绕临床紧迫需求，坚持创新投入与全球化发展，加快推动创新疗法惠及全球患者。此次与 AriBio 达成全球合作，既是复星在创新药领域国际化布局的关键落子，更是我们以长期主义深耕重大疾病领域，整合全球资源服务全球家庭健康的坚定实践和承诺。
陈玉卿
复星医药董事长
作为神经退行性疾病领域的核心挑战，阿尔茨海默病的研究和药物开发亟待新的突破。复星医药与AriBio在全球范围内开展更深入的合作将实现研发与商业化的强强联合，有助于加速AR1001这一口服剂型阿尔茨海默病创新药物的全球临床开发和上市进程。如果III期临床试验结果能够进一步验证其疗效和安全性，AR1001有望成为一种突破性的AD治疗药物，为患者带来全新的治疗选择。
郑在晙博士
AriBio公司董事长兼联席首席执行官
与复星医药达成全球合作标志着我们在为全球阿尔茨海默病患者带来创新疗法的征程上迎来里程碑式突破。阿尔茨海默病是当今最紧迫的未满足医疗需求之一。十多年来，AriBio始终坚定投身于全球AD疗法研发，针对多种潜在疾病机制开发有效且可及的治疗方案。复星医药在研发、生产、注册及商业化方面的成熟能力，与我们共同应对这一当前最紧迫的未满足医疗需求的使命高度契合，是推进AR1001的理想伙伴。我们期待双方紧密合作，加速产品的商业化进程，并探索更多合作可能。
关于复星医药
复星医药（股票代码：600196.SH；02196.HK）成立于1994年，是一家创新驱动的全球化医药健康产业集团。我们以“让每个家庭乐享健康”为使命，深耕制药业务，以创新药为发展重点，直接运营医疗器械与医学诊断、医疗健康服务业务，并通过联营公司国药控股覆盖医药商业领域，构建医药健康全产业链生态。
聚力创新，深耕全球。复星医药已形成开放式、全球化的创新研发体系，围绕未满足临床需求，深度布局肿瘤、免疫炎症、神经退行性疾病等核心治疗领域，积极拓展慢病及罕见病等领域，打造具有长期竞争力的产品管线与综合解決方案。同时，复星医药持续夯实抗体和ADC、小分子、细胞治疗等核心技术平台，并积极拓展核药、小核酸等前沿技术，强化早期创新能力，加速科研成果转化。我们的创新产品已在全球90多个国家和地区销售，覆盖中国、美国、欧洲、非洲、印度及东南亚等市场。
面向未来，在“创新引领、深度国际化、全面拥抱AI”的战略引领下，复星医药将秉持“关爱生命、不断创新、精益求精、合作共赢”的核心价值观，致力于成为全球领先的医疗创新整合者，努力推动医疗创新成果惠及更多全球患者，为守护人类健康贡献力量。
关于AriBio
AriBio成立于2010年，是一家总部位于韩国的临床阶段生物制药公司，在美国设有办公室，负责全球临床开发、化学、生产和控制（CMC）及注册事务。公司专注于开发包括阿尔茨海默病在内的神经退行性疾病的新型疗法。AriBio的核心产品AR1001是一款具有疾病修饰作用的每日一次口服磷酸二酯酶-5抑制剂，目前正在开展用于治疗早期阿尔茨海默病的全球III期POLARIS-AD临床试验。AriBio将持续推进其极具潜力的产品管线，并拓展战略合作伙伴关系，以加速创新疗法的开发，惠及全球患者。
Fosun Pharma and AriBio Sign Exclusive Global Option Agreement for AR1001 for the Treatment of Alzheimer’s Disease
13 May, 2026, Shanghai Fosun Pharmaceutical (Group) Co., Ltd. (“Fosun Pharma”; stock code: 600196.SH, 02196.HK) and AriBio Co., Ltd. (“AriBio”), a biopharmaceutical company focused on neurodegenerative diseases, today jointly announced the signing of an exclusive global option agreement for the development, registration, manufacturing and commercialization of AR1001, an innovative drug candidate for the treatment of Alzheimer’s disease (AD).
The transaction adopts an “option fee plus license payment” structure. Fosun Pharma will pay AriBio a US$60 million option fee and retains the right to decide whether to exercise the option within the agreed exercise period. Upon exercise of the option, Fosun Pharma will pay up to US$180 million in upfront and regulatory milestone payments. Sales milestone payments will be triggered when annual net sales of the licensed product reach at least US$2.5 billion.
AR1001 is a best-in-class, once-daily oral phosphodiesterase-5 inhibitor with disease-modifying potential being developed for the treatment of Alzheimer’s disease. It is currently being evaluated in POLARIS-AD (NCT05531526), a global Phase 3 clinical trial for early AD. The trial has enrolled more than 1,500 patients across the United States, Europe, China, South Korea, and other countries and regions. Enrollment was completed in 2025, and top-line results are anticipated in 2026. AR1001 has demonstrated therapeutic effects through multiple mechanisms, including neuroprotection, inhibition of tau phosphorylation, suppression of inflammatory responses, and improvement of cerebral blood flow. Preclinical and clinical data to date indicate a favorable safety profile, blood-brain barrier penetration, and potential therapeutic benefit in patients with early AD, ranging from mild cognitive impairment to mild dementia.
This agreement further deepens and expands the successful prior collaboration, under which Fosun Pharma secured rights to develop, register, manufacture and commercialize AR1001 in Chinese mainland, Hong Kong and Macao as well as in ten designated ASEAN countries. With today’s agreement, the partnership is extended to global markets, including major regions such as the United States, Europe and Japan. Going forward, both parties will leverage Fosun Pharma’s established capabilities in R&D, manufacturing, regulatory affairs and commercialization to accelerate the global launch of AR1001.
“This global partnership with Fosun Pharma represents a transformational milestone in our mission to bring innovative treatments to Alzheimer’s disease patients and families worldwide, one of the most pressing unmet medical needs of our time” said Jai Jun Choung, PhD, Chairman and Co-Chief Executive Officer of AriBio. “For more than a decade, AriBio has remained deeply committed to the global effort to develop effective and accessible treatments for AD with our belief to address multiple underlying disease mechanisms. Fosun Pharma’s proven global capabilities and shared commitment to tackling AD make them an ideal partner to advance AR1001. We look forward to working closely together to accelerate toward commercial launch and furthering our broader strategic collaboration.”
“Alzheimer’s disease is one of the world’s most pressing medical challenges,” said Guo Guangchang, Chairman of Fosun International. “For more than three decades, Fosun has remained deeply committed to healthcare, focusing on urgent unmet clinical needs through sustained investment in innovation and global development. We are dedicated to accelerating patient access to breakthrough therapies worldwide. Our global partnership with AriBio marks a significant step in Fosun’s international strategy in innovative medicines, and reflects our long-term commitment to addressing major diseases by integrating global resources to improve the health and well-being of families around the world.”
“As one of the core challenges in the field of neurodegenerative diseases, Alzheimer’s disease research and drug development urgently require new breakthroughs.” said Chen Yuqing, Chairman of Fosun Pharma. “Fosun Pharma’s deeper global collaboration with AriBio represents a strong alliance in both R&D and commercialization, which will help accelerate the global clinical development and market launch of AR1001, an innovative oral therapy for AD. If the results of the Phase III clinical trial further validate its efficacy and safety, AR1001 has the potential to become a groundbreaking treatment for AD, offering patients a new therapeutic option.”
About AriBio Co., Ltd.
Founded in 2010, AriBio is a clinical-stage biopharmaceutical company headquartered in South Korea, with offices in the United States for global clinical development, CMC, and regulatory affairs. The company is focused on the development of novel therapies for neurodegenerative diseases, including Alzheimer’s disease. AriBio’s lead product, AR1001, also known as mirodenafil, is a best-in-class, disease-modifying, once-daily oral phosphodiesterase-5 inhibitor currently being studied in the global Phase 3 POLARIS-AD clinical trial for the treatment of early Alzheimer’s disease. AriBio continues to advance its promising products and expand strategic partnerships to accelerate the development of innovative treatments to patients worldwide.
About Fosun Pharma
Founded in 1994, Fosun Pharma (stock code: 600196.SH; 02196.HK) is an innovation-driven global pharmaceutical and healthcare group. With the mission of Better Health for Families Worldwide, we focus on developing innovative medicines, medical technologies and diagnostics as well as delivering healthcare services. Through our business partner Sinopharm Group, we have also established pharmaceutical distribution network, built a comprehensive pharmaceutical and healthcare ecosystem.
Fosun Pharma is dedicated to innovation and globalization. The company has established a global R&D innovation system targeting at unmet medical needs. Our strategic focus is on key therapeutic areas including oncology, immunology and inflammation, neurodegenerative diseases, and selected cardiometabolic diseases and rare diseases. This approach enables the development of high valued competitive pipelines and comprehensive healthcare solutions. Meanwhile, Fosun Pharma has consolidated its core technical platforms including but not limited to antibodies and antibody-drug conjugates (ADC), small molecules and cell therapy. Additionally, we also actively advance cutting-edge therapeutic modalities such as radiopharmaceuticals and small nucleic acids. These efforts have strengthened our early-stage innovative portfolios and accelerated the transformation of scientific discoveries to drug development. Our innovative products are now available in more than 90 countries and regions worldwide, including major markets across China, the United States, Europe, Africa, India and Southeast Asia.
Looking ahead, guided by the strategy of “Innovation Driven, Deep Globalization, and AI Embracement”, Fosun Pharma remains committed to its core values: Care for life, Continuous innovation, Pursuit of excellence and Sustainable partnership. We strive to become a leading global healthcare innovation integrator, ensuring that the benefits of medical innovation reach more patients worldwide, and contribute to safeguarding human health.
联系方式
媒体：pr@fosunpharma.com
投资人：ir@fosunpharma.com
