新生代创新药企的创新跃迁机制研究——多案例的探索性分析

熊艳, 吴皓月, 张志红, 汪冬梅

科研管理 ›› 2026, Vol. 47 ›› Issue (4) : 98-108.

PDF(1787 KB)
PDF(1787 KB)
科研管理 ›› 2026, Vol. 47 ›› Issue (4) : 98-108. DOI: 10.19571/j.cnki.1000-2995.2026.04.010  CSTR: 32148.14.kygl.2026.04.010

新生代创新药企的创新跃迁机制研究——多案例的探索性分析

作者信息 +

Research on the innovation transition mechanism of the new-generation of innovative pharmaceutical companies: An exploratory analysis of multiple cases

Author information +
文章历史 +

摘要

新生代创新药企实现创新跃迁,是突破“卡脖子”关键核心技术、锻造生物医药领域“国之重器”的重要实践,对于保障人民生命健康、维护国家公共卫生安全具有重要意义。然而,鲜有学者对此新现象展开研究。由此,本文基于IOLL理论运用多案例研究方法,对百济神州、信达生物、君实生物三家新生代创新药企的创新跃迁机制进行系统性探索。研究发现:(1)新生代创新药企依托知识-战略双高位,形成了基于“人才与政策”双杠杆驱动的全球资源编排机制,以加速技术积累。(2)新生代创新药企通过双螺旋持续进化学习机制,体现个体与组织的双向知识赋能是复杂技术突破的持续引擎。(3)新生代创新药企通过资源-学习嵌套“双螺旋”组合机制,呈现了“技术激进”“生态整合”“敏捷聚焦”三种不同特色的创新跃迁路径。本文打开了后发经济体中新生代企业如何在熊彼特-市场Ⅱ型的产业领域实现技术跃迁的黑箱,也为基于科学的企业重构知识以实现高质量发展提供理论与实践参考。

Abstract

The innovation transition by the new-generation of innovative pharmaceutical companies represents a critical practice in breaking through key core technologies that cause bottlenecks and forging "pillars of a great power" in the biomedicine field. It is of great significance for safeguarding public health and national health security. However, few scholars have conducted research on this emerging phenomenon. Based on the IOLL theory, this paper employed a multiple-case research approach to systematically explore the innovation transition mechanisms of three new-generation of innovative pharmaceutical companies: BeOne Medicines, Innovent Biologics, and Shanghai Junshi Biosciences. The findings revealed that: (1) These companies leverage a dual advantage in knowledge and strategy to form a global resource orchestration mechanism, driven by the dual levers of "talent and policy", thereby accelerating technological accumulation. (2) Through a double helix continuous learning mechanism, it was demonstrated that bidirectional knowledge empowerment between individuals and organizations serves as a sustained engine for breakthroughs in complex technologies. (3) Through a nested "double-helix" combination mechanism of resource and learning, these companies exhibit three distinct innovation transition paths: technological radicalism, ecosystem integration and agile focus. This paper has unraveled the black box of how new generation enterprises in latecomer economies achieve technological transition in Schumpeter Mark II industries. It will also offer some theoretical and practical insights into how science-based firms can restructure their knowledge base to achieve high-quality development.

关键词

新生代创新药企 / 创新跃迁 / “高举高打”战略 / 多元动态杠杆 / 双螺旋持续学习

Key words

next-generation of innovative pharmaceutical company / innovation transition / strategy for "output of highly oriented products with intensified resources input" / multi-dimensional dynamic leveraging / double helix continuous learning

引用本文

导出引用
熊艳, 吴皓月, 张志红, . 新生代创新药企的创新跃迁机制研究——多案例的探索性分析[J]. 科研管理. 2026, 47(4): 98-108 https://doi.org/10.19571/j.cnki.1000-2995.2026.04.010
Xiong Yan, Wu Haoyue, Zhang Zhihong, et al. Research on the innovation transition mechanism of the new-generation of innovative pharmaceutical companies: An exploratory analysis of multiple cases[J]. Science Research Management. 2026, 47(4): 98-108 https://doi.org/10.19571/j.cnki.1000-2995.2026.04.010
中图分类号: F273.1   

参考文献

[1]
MATHEWS J A. Competitive advantages of the latecomer firm: A resource-based account of industrial catch-up strategies[J]. Asia Pacific Journal of Management, 2002, 19(4): 467-488.
[2]
DIMASI J A, GRABOWSKI H G, HANSEN R W. Innovation in the pharmaceutical industry: New estimates of R&D costs[J]. Journal of Health Economics, 2016, 47: 20-33.
[3]
SCHUHMACHER A, HINDER M, STEIN A S, et al. Analysis of pharma R&D productivity: A new perspective needed[J]. Drug Discovery Today, 2023, 28(10): 103726.
[4]
巴里·沃思. 解药:走进制药新世界[M]. 上海: 上海科技教育出版社, 2022.
BARRY Werth. The antidote inside the world of new pharma[M]. Shanghai: Shanghai Scientific and Technological Education Publishing House, 2022.
[5]
PANT B, GODA J, GOTA V. Drug development in LMICs: Could the emerging Indian model usher the Southeast Asian region?[J]. The Lancet Regional Health-Southeast Asia, 2024, 29: 100464.
[6]
GUENNIF S, RAMANI S V. Catching up in pharmaceuticals: A comparative study of India and Brazil[R]. UNU-MERIT, Maastricht Economic and Social Research and Training Centre on Innovation and Technology. UNU-MERIT Working Paper, 2010.
[7]
DUNNING J H. Location and the multinational enterprise: A neglected factor?[J]. Journal of International Business Studies, 2009, 40(1): 5-19.
[8]
YOGESWARAN P, MODGIL S, SINGH R K. Leveraging digital technologies for operational excellence in pharmaceutical sourcing: A dynamic capabilities perspective[J]. Benchmarking: An International Journal, 2025, Vol. ahead-of-print No. ahead-of-print. https://doi.org/10.1108/BIJ-03-2024-0198.
[9]
KALE D, LITTLE S. From imitation to innovation: The evolution of R&D capabilities and learning processes in the Indian pharmaceutical industry[J]. Technology Analysis & Strategic Management, 2007, 19(5): 589-609.
[10]
MIN B, KIM Y, SONG J. How does technology catch-up experience affect innovation performance of latecomer firms? Evidence from the Korea pharmaceutical industry[J]. Asian Journal of Technology Innovation, 2024, 32(3): 652-671.
[11]
PERIN F, PARAHOS J. The internationalisation of the large Brazilian pharmaceutical companies: Challenges, competitive advantages and strategies[R]. Centre for Applied Finance and Economics (CAFE), Birmingham City Business School, Birmingham City University, Working Paper, 2022.
[12]
da SILVA R G L. The advancement of artificial intelligence in biomedical research and health innovation: Challenges and opportunities in emerging economies[J]. Globalization and Health, 2024, 20(1): 44.
The advancement of artificial intelligence (AI), algorithm optimization and high-throughput experiments has enabled scientists to accelerate the discovery of new chemicals and materials with unprecedented efficiency, resilience and precision. Over the recent years, the so-called autonomous experimentation (AE) systems are featured as key AI innovation to enhance and accelerate research and development (R&D). Also known as self-driving laboratories or materials acceleration platforms, AE systems are digital platforms capable of running a large number of experiments autonomously. Those systems are rapidly impacting biomedical research and clinical innovation, in areas such as drug discovery, nanomedicine, precision oncology, and others. As it is expected that AE will impact healthcare innovation from local to global levels, its implications for science and technology in emerging economies should be examined. By examining the increasing relevance of AE in contemporary R&D activities, this article aims to explore the advancement of artificial intelligence in biomedical research and health innovation, highlighting its implications, challenges and opportunities in emerging economies. AE presents an opportunity for stakeholders from emerging economies to co-produce the global knowledge landscape of AI in health. However, asymmetries in R&D capabilities should be acknowledged since emerging economies suffers from inadequacies and discontinuities in resources and funding. The establishment of decentralized AE infrastructures could support stakeholders to overcome local restrictions and opens venues for more culturally diverse, equitable, and trustworthy development of AI in health-related R&D through meaningful partnerships and engagement. Collaborations with innovators from emerging economies could facilitate anticipation of fiscal pressures in science and technology policies, obsolescence of knowledge infrastructures, ethical and regulatory policy lag, and other issues present in the Global South. Also, improving cultural and geographical representativeness of AE contributes to foster the diffusion and acceptance of AI in health-related R&D worldwide. Institutional preparedness is critical and could enable stakeholders to navigate opportunities of AI in biomedical research and health innovation in the coming years.© 2024. The Author(s).
[13]
CONLé M, TAUBE M. Regional specialization in China's biopharmaceutical industry[J]. Chinese Management Studies, 2010, 4(4): 339-359.
[14]
刘斌, 江承鑫. “两票制”改革能促进制药企业创新吗[J]. 南开管理评论, 2022, 25(5):54-66.
LIU Bin, JIANG Chengxin. Can “two-invoice system” reform promote innovation of pharmaceutical companies[J]. Nankai Business Review, 2022, 25(5):54-66.
[15]
刘晓婷, 吕豪. 从被动支付到战略购买:药品集采对医药企业的影响研究[J/OL]. 南开管理评论,1-23[2025-03-15]. https://link.cnki.net/urlid/12.1288.F.20240611.1026.002.
LIU Xiaoting, LYU Hao. From passive payment to strategic purchase: A study on the effects of national centralized drug procurement policy on pharmaceutical enterprises[J/OL]. Nankai Business Review,1-23[2025-03-15]. https://link.cnki.net/urlid/12.1288.F.20240611.1026.002.
[16]
余义勇, 杨忠. 动态情境下企业如何克服组织惰性以实现持续成长?:基于“情境—认知—行动”分析框架[J]. 管理世界, 2022, 38(12):159-177.
YU Yiyong, YANG Zhong. How can companies overcome organizational inertia to achieve sustainable growth in dynamic situations? Based on the analysis framework of "situation-cognition-action"[J]. Journal of Management World, 2022, 38(12): 159-177.
[17]
加里·P.皮萨诺. 科学的生意:生物技术公司如何赚到钱[M].袁源译. 北京: 人民邮电出版社, 2024.
PISANO G P. The business of science: How biotech companies make money[M].Translated by Yuan Yuan. Beijing: Posts and Telecom Press, 2024.
[18]
孔令辉, 戈乾玮, 邵黎明. 展望2023:聚焦开放、合作与质量,提升创新药物的价值[J]. 药学进展, 2023, 47(3):235-240.
KONG Linghui, GE Qianwei, SHAO Liming. Outlook for 2023: Focus on openness, collaboration and quality to enhance the value of innovative drugs[J]. Progress in Pharmaceutical Sciences, 2023, 47(3): 235-240.
[19]
MATHEWS J A. Dragon multinationals: New players in 21st century globalization[J]. Asia Pacific Journal of Management, 2006, 23: 5-27.
[20]
LU J, MA X, TAKSA L, et al. From LLL to IOL 3: Moving dragon multinationals research forward[J]. Asia Pacific Journal of Management, 2017, 34: 757-768.
[21]
WANG Fang, XU Zhaoyuan, DAI Xiaoyong. Is learning by exporting technology specific? Evidence from Chinese firms[J]. Economics of Innovation and New Technology, 2021, 32 (2): 275-304.
[22]
许晖, 刘田田, 单宇. 重构资源连接:中国跨国企业如何打破海外技术封锁[J]. 南开管理评论, 2022, 25(6):17-30.
XU Hui, LIU Tiantian, SHAN Yu. Reconstructing resource linkage: How can Chinese multinational enterprises break the overseas technology blockade[J]. Nankai Business Review, 2022, 25(6): 17-30.
[23]
ARMANIOUS M, PADGETT J D. Agile learning strategies to compete in an uncertain business environment[J]. Journal of Workplace Learning, 2021, 33(8): 635-647.
The purpose of this study was to explore what agile learning strategies businesses need to develop agile core competencies to respond to the uncertainty of the rapidly changing business environment and sustain their competitive advantage. Technology advances and unexpected crises have created an ever-changing environment in which traditional static corporate training methods have failed to continuously provide employees with the ability to listen to and interpret the rapid changes and respond accordingly.
[24]
李梦柯, 王芳. 产业创新的科学知识特征对中国技术追赶的影响[J]. 科研管理, 2024, 45 (3):10-19.
LI Mengke, WANG Fang. Impact of scientific knowledge characteristics of industrial innovation on China's technological catch-up[J]. Science Research Management, 2024, 45(3): 10-19.
[25]
李根. 经济赶超的熊彼特分析:知识、路径创新和中等收入陷阱[M]. 北京: 清华大学出版社, 2016.
LEE Keun. Schumpeterian analysis of economic catch-up:Knowledge, path-creation, and the middle-income trap[M]. Beijing: Tsinghua University Press, 2016.

基金

教育部规划基金项目:“管理层讨论与分析中管理层策略性披露行为与投资决策:影响机理和治理机制”(22YJA630118,2022.03—2025.03)
山东省重点研发计划(软科学)重大项目:“山东省打造专利密集型先进制造业产业集群策略研究”(2024RZA0201,2024.08—2027.08)
山东省社科规划项目研究成果:“促进新能源产业高质量发展的财税政策协同路径研究”(25CJJJ14,2025.08—2028.08)

PDF(1787 KB)

Accesses

Citation

Detail

段落导航
相关文章

/