生物制药产业技术轨道变迁与机会分析

摘要

以传统化学制药产业为比较基础,归纳了生物制药产业中顺序出现的三条技术轨道——“现代生物技术作为生产工具”、“现代生物技术作为搜寻工具”和“全面整合”,分析了不同技术轨道所依赖的企业关键能力,明确了企业参与产业创新的机会以及由此引发的产业竞争态势变革.最后预测了生物制药产业中未来可能出现的技术轨道——“理论+实验”,指出了该技术轨道所依赖的企业关键能力、提供的创新机会和可能导致的产业竞争新态势.%Comparing with traditional chemical pharmaceutical industry,this paper synthesizes three sequential technological trajectories in biopharmaceutical industry,namely 'as production tool','as search tool' and 'fully integrated'.And it analyzes enterprise's core capabilities which are demanded by specific technological trajectory respectively,and detects the opportunities for enterprises to participate in industrial innovation,and explicates the following competition alteration caused by the evolution.Finally,it forecasts the future technological trajectory in bio-pharmaceutical industry,namely 'theory-laboratory experiment',and point out the demanded core capabilities,the innovation opportunities and the possibilities of new competition situation.