小P老师 / Xiao P Teacher
小P老师 is the biotech early-research guest in vol.117.生物医药的2025：抄底中国、研发焦虑和新王继位. The episode introduces him as a scientist at a leading domestic innovation-drug company, and uses his research-side view to compare platform enthusiasm with clinical, BD, and company-execution reality.
His main contribution to the wiki is a sober 2025 biotech frame. He treats PD-1, mRNA, and CAR-T as important but no longer magical, then watches AI drug, dual-payload ADCs, and in vivo mRNA CAR-T as combination-innovation directions that still need clinical proof.
130. 谁才是生物医药行业发展的核心驱动力？兼谈创新药产业链的角色分工 adds his role-allocation view. He explains why BioTech To BioPharm Transition depends on capabilities beyond early research, why CXO services let small teams operate, and why academic ideas still need industrial execution before becoming drugs.
156.生物医药的2026：当市场不再为BD躁动，中国药企的星辰大海才刚刚展开 makes his view more forward-looking: 2025 proved Chinese innovation-drug assets could attract record BD, but 2026 shifts into Biotech BD Data Validation Phase. His research-side contribution is to separate deal heat from biology, endpoints, toxicity, trial credibility, and global development execution across PD-1/VEGF Bispecific, PD-1/IL-2 Bispecific, T-Cell Engagers, Radiopharmaceutical Drug Conjugates / RDC, and Small Nucleic Acid Drugs.
Connections
- 起朱楼宴宾客 and 大卫翁 - show and host context.
- China Biotech Asset Repricing, Multinational Pharma Patent-Cliff Anxiety, and Finite-Game Biotech Competition - industry structure themes developed in the episode.
- ADC Engineering Optimization, T-Cell Engagers, AI Clinical Validation In Drug Discovery, and In Vivo mRNA CAR-T - technical directions he discusses.
- 大白牛老师 / Daba Niu Teacher, BioTech To BioPharm Transition, Drug Development Outsourcing / CXO, and Academic Biotech Translation - episode 130’s role-allocation branch.
- Biotech BD Data Validation Phase, Clinical Data Trust Rebuilding, PD-1/IL-2 Bispecific, Radiopharmaceutical Drug Conjugates / RDC, and Small Nucleic Acid Drugs - episode 156’s 2026 validation branch.