一天一家A股公司高管:百济神州生物科技有限公司董事长 欧雷强当资本成为诗行:一位企业掌舵者的价值投资叙事
一、基本信息
欧雷强(John V. Oyler),1969年出生,美国国籍,硕士研究生学历。他是全球创新药企百济神州(北京)生物科技有限公司的联合创始人、执行董事、董事会主席兼首席执行官(2010年至今),也是中国生物医药领域极具影响力的企业家之一。
二、教育背景
1990年:毕业于麻省理工学院(MIT),获理学学士学位(专业未明确提及,但早期职业生涯涉及机械工程与生物领域)。
1996年:毕业于斯坦福大学商学院,获工商管理硕士(MBA)学位。
三、职业生涯经历
欧雷强的职业生涯横跨咨询、创业与生物医药行业,核心经历如下:
1. 咨询行业起步(1990-1997年)
以管理顾问身份加入麦肯锡公司(McKinsey & Company),开启职业生涯。期间积累了战略规划、运营管理与商业咨询经验,为后续创业奠定了基础。
2. 首次进入生物医药行业(1997-1998年)
1997年至1998年,担任Genta Incorporated(纳斯达克上市、肿瘤重点生物制药企业)联席首席执行官。这段经历让他深入接触到生物医药企业的运营模式与研发流程。
3. 第一次创业:电信数据领域(1998-2002年)
1998年,离开Genta后创立Telephia, Inc.(信息商业公司,类似IMS/IQVIA,为决策提供数据服务),并担任总裁。2007年,Telephia以4.49亿美元被尼尔森公司(The Nielsen Company)收购,首次创业获得成功。
4. 回归生物医药:CRO领域创业(2002-2009年)
2002-2004年:担任Galenea Corp(中枢神经系统疾病治疗方法研发企业)首席执行官,积累了生物制药研发管理经验。
2005-2009年:创立BioDuro, LLC(药品开发外包公司,CRO领域),并担任总裁兼首席执行官。2009年,BioDuro以7700万美元被Pharmaceutical Product Development Inc.(PPD)收购。此次创业让他深刻理解了中国生物医药研发的成本优势与人才潜力,为后续进入中国市场埋下伏笔。
5. 联合创立百济神州(2010年至今)
2010年,与王晓东(美国科学院院士、北京生命科学研究所所长)共同创立百济神州(北京)生物科技有限公司,并担任执行董事、董事会主席兼首席执行官。百济神州聚焦肿瘤创新药研发,先后推出百悦泽(泽布替尼,BTK抑制剂)、百泽安(替雷利珠单抗,PD-1抑制剂)等核心产品,成为中国生物医药领域的标杆企业。2019年,欧雷强入选生物技术产业协会(BIO)董事会及其卫生部门理事会,深度参与全球生物医药政策制定。
四、核心成就与荣誉
百济神州发展:带领百济神州从初创企业成长为全球性创新药企,其核心产品百悦泽(泽布替尼)成为全球同类药物领导者,覆盖70多个市场;百泽安(替雷利珠单抗)在中国获批多个适应症,推动中国创新药纳入医保。
行业认可:2019年入选BIO董事会及卫生部门理事会,成为全球生物医药行业的重要参与者;其创业经历被多家媒体报道,成为中国生物医药领域的典型案例。
五、总结
欧雷强的职业生涯以“跨领域、国际化、创新”为核心标签:从咨询到电信,再回归生物医药,每一次转型都抓住了时代机遇;其创业经历覆盖美国与中国市场,深刻理解全球生物医药行业的趋势与需求;作为百济神州的掌舵人,他带领企业实现了从0到1的突破,成为中国创新药走向世界的代表。
John V. Oyler's Professional Profile
I. Basic Information
John V. Oyler, born in 1969, is an American entrepreneur with a master’s degree. He serves as the Co-founder, Executive Director, Board Chairman, and Chief Executive Officer (CEO) of BeiGene (Beijing) Co., Ltd., a global innovative biopharmaceutical company, since 2010. He is widely regarded as one of the most influential entrepreneurs in China’s biopharmaceutical industry.
II. Educational Background
1990: Graduated from the Massachusetts Institute of Technology (MIT) with a Bachelor of Science (B.S.) in an unspecified discipline, though his early career involved mechanical engineering and biology.
1996: Earned a Master of Business Administration (MBA) from Stanford University Graduate School of Business.
III. Professional Career
John Oyler’s career spans consulting, entrepreneurship, and the biopharmaceutical industry, with a clear focus on innovation and global expansion.
1. Consulting: Laying the Foundation (1990–1997)
He began his career as a management consultant at McKinsey & Company, where he gained expertise in strategic planning, operational management, and business consulting—skills that would later underpin his entrepreneurial ventures.
2. Early Biopharmaceutical Experience: Genta Incorporated (1997–1998)
In 1997, Oyler joined Genta Incorporated, a Nasdaq-listed biopharmaceutical company focused on oncology, as Co-Chief Executive Officer (Co-CEO). This role provided him with hands-on experience in the operations and R&D processes of a biotech firm.
3. First Entrepreneurship: Telephia, Inc. (1998–2002)
In 1998, Oyler left Genta to found Telephia, Inc., a data analytics company akin to IMS Health/IQVIA, which provided decision-support data to the pharmaceutical industry. He served as President of Telephia until its acquisition by The Nielsen Company in 2007 for $449 million—a successful exit that marked his first major entrepreneurial achievement.
4. Second Entrepreneurship: BioDuro, LLC (2002–2009)
Between 2002 and 2004, Oyler served as CEO of Galenea Corp, a biotech firm developing treatments for central nervous system (CNS) disorders, further deepening his expertise in biopharmaceutical R&D management.
In 2005, he founded BioDuro, LLC, a contract research organization (CRO) focused on drug development. As President and CEO, he led BioDuro to become a leading player in the CRO space, with its 2009 acquisition by Pharmaceutical Product Development, Inc. (PPD) for $77 million solidifying his reputation as a successful biotech entrepreneur. This experience also exposed him to the cost advantages and talent pool of China’s biopharmaceutical industry, planting the seeds for his future focus on the Chinese market.
5. Co-founding BeiGene: Leading China’s Biopharmaceutical Rise (2010–Present)
In 2010, Oyler partnered with Wang Xiaodong (a member of the U.S. National Academy of Sciences and President of the Beijing Institute of Life Science) to co-found BeiGene (Beijing) Co., Ltd., a company dedicated to developing innovative oncology drugs. As Executive Director, Board Chairman, and CEO, he has led BeiGene from a startup to a global leader in biopharmaceuticals.
Under his leadership, BeiGene has launched two blockbuster products:
BRUKINSA® (zanubrutinib): A BTK inhibitor for lymphoma, which has been approved in over 70 markets worldwide and became the first Chinese-developed oncology drug to receive accelerated approval from the U.S. Food and Drug Administration (FDA).
TEVIMBRA® (tislelizumab): A PD-1 inhibitor for solid tumors, which has been approved in multiple countries, including China, the U.S., and the European Union (EU).
Oyler’s global vision has been instrumental in BeiGene’s expansion: the company established its first U.S. clinical research and production base in New Jersey in 2024 and continues to advance a pipeline of innovative therapies for cancer and other diseases.
In 2019, he was elected to the Board of Directors of the Biotechnology Innovation Organization (BIO) and its Health Section Board, further cementing his role as a key player in the global biopharmaceutical industry.
IV. Key Achievements and Honors
Leadership at BeiGene: Transformed BeiGene from a startup into a global innovative biopharmaceutical company, with products approved in over 70 markets and a pipeline of over 20 clinical-stage candidates.
Industry Recognition: Elected to the BIO Board of Directors in 2019, becoming one of the few Chinese entrepreneurs to hold such a position in a leading global biotech organization.
Global Impact: Led BeiGene to become the first Chinese company to launch an oncology drug (BRUKINSA®) in the U.S. via the accelerated approval pathway, setting a precedent for Chinese biotech firms entering the global market.
V. Summary
John Oyler’s career is defined by cross-industry expertise, international perspective, and a commitment to innovation. From consulting to entrepreneurship in telecom and biopharmaceuticals, each phase of his career has been marked by a focus on solving complex problems and creating value. As the leader of BeiGene, he has not only built a successful global company but also helped position China as a key player in the global biopharmaceutical industry. His experience and vision make him a respected figure among entrepreneurs and industry leaders worldwide.
(All information is based on public sources, including BeiGene’s official announcements, media reports, and industry databases.)
社区观点
量子计算是否将重写全球权力规则?D-Wave Quantum Inc. (QBTS) 正处于重塑投资格局的三股变革力量的交汇点:愈演愈烈的中美科技竞赛、向高能效计算的转变以及优化技术的军事化。该公司取得了极少数量子计算公司能够声称的成就:不仅实现了实际的商业收入,且同比增长超过 200%,毛利率接近 78%,媲美软件公司。凭借 8.36 亿美元的现金储备,D-Wave 消除了困扰大多数深科技企业的生存融资风险,为其执行双轨战略提供了多年的跑道:即在商业化量子退火(Quantum Annealing)技术的同时,开发下一代门模型(Gate-Model)系统。
D-Wave 将其 Advantage2 量子计算机战略部署在位于阿拉巴马州亨茨维尔的戴维森技术公司(Davidson Technologies)——美国导弹防御的核心地带,这标志着一个分水岭时刻。这不是云端访问;而是嵌入安全防御基础设施中的物理硬件,用于优化拦截器分配和雷达调度,服务于国家安全应用。随着美中经济与安全审查委员会警告“Q日”(Q-Day)威胁并建议到 2030 年投入 25 亿美元的量子资金,D-Wave 从研究好奇心向关键防御资产的转变,使其定位于获取重大政府采购合同。该公司的量子退火技术解决了经典超级计算机难以处理的组合优化问题,而这些问题正是现代战争物流、供应链弹性和工业竞争力的基础。
除国防外,D-Wave 还解决了人工智能革命中的一个关键瓶颈:能源消耗。随着数据中心逼近电网极限,D-Wave 的量子退火机为优化问题提供了高能效解决方案,涵盖从药物发现到金融投资组合管理等领域。该公司的“量子工作量证明”(Proof of Quantum Work)区块链机制展示了在安全金融基础设施中的潜在应用,而与巴斯夫(BASF)和福特(Ford)等财富 500 强公司的合作伙伴关系则显示了即时的运营价值。科学验证已证明,在特定问题集上,D-Wave 的退火机在性能上远超门模型量子竞争对手和经典超级计算机。随着像城堡投资(Citadel)这样的机构投资者增加持股,以及宏观经济条件在 2026 年随着利率下降而有利于向高增长科技股轮动,D-Wave 代表了一个不对称的机会——一家因市场怀疑而被低估,但其交付的成果却值得确信的公司。
黄金GOLD趋势与基本交易策略周线复合:周级别超买,周⾼点可能已经临近。
日线复合:日⾼点临近,可能与周⾼点重合。(熊)
关键因素:自10月 28 日低点 开始的上涨看起来属于修正⾏情。12 月初出现了收盘价重叠,这不符合推动浪的特征,⽽是典型的修正⾛势。尽管目前⽆论周还是日线动能都尚未进⼊转势状态,但如果这轮上涨如预期是⼀次修正,下周应当是完成这波上涨的最晚时间窗⼝。
交易策略建议:仍然选择观望策略,直到黄⾦运⾏到⼀个可以确定完成周线低点的位置,⽽这⼀情况在未来⼏周内不太可能出现。在我看来,这轮自 10 月⾼点开始、呈现为横盘震荡区间的修正完成后,⽆论是向上还是向下,都很难获得的有价值的交易机会。
⚠ 短期交易者应以TradingBox信号系统为准!
XAU/USD – 强劲的看涨扩张,关注回调买入市场背景
黄金在突破之前的盘整区间后,呈现出强劲的看涨扩张。冲动性走势确认了积极的买方参与,表明市场现在处于趋势延续阶段,而非分配阶段。
从宏观角度来看,围绕鸽派美联储前景和未来降息的预期继续削弱美元,为黄金提供了支持性环境。这使得整体偏向上行,回调被视为重新加载多头头寸的机会。
技术结构(H1 – 短期)
在区间突破后确认明确的看涨BOS
价格保持在之前的阻力位之上 → 转为支撑
当前价格走势显示冲动后的再平衡
目前没有看跌结构的突破
关键价格区间
主要买入区:
4,420 – 4,410
(之前的阻力位 + 需求 + 结构基础)
中间支撑:
4,433 – 4,432
上行流动性 / 阻力:
4,466
4,500
4,540 – 4,550(卖方反应区)
交易计划 – MMF框架
主要情景 – 买入回调
如果价格回调至4,420 – 4,410,寻找接受和看涨反应
该区域是趋势跟随买入设置的理想选择
预计将继续向更高的流动性水平发展
上行目标:
TP1: 4,466
TP2: 4,500
TP3: 4,540 – 4,550(可能的反应 / 部分获利区域)
替代情景
如果价格没有深度回撤并保持在4,432以上,等待突破并保持在4,466以上,然后在浅回调中寻找延续买入
避免直接追逐价格进入4,540+区域
无效化
确认的H1收盘低于4,405将削弱短期看涨结构,并暗示更深的修正阶段。
总结
黄金在清晰突破后处于强劲的看涨趋势中。
当前的走势是再平衡,而不是反转。
偏向在回调时买入,目标是更高的流动性,同时尊重上方的反应区。
12.23 比特币走势分析:比特币C5-2浪反弹基本结束,89附近布局c5-3浪空单,关注90500不能被突破(比特币合约交易) 12.23 比特币价格今日行情:比特币目前在88,500附近运行。自12月19号以来,我们一直围绕着c5-2这一笔反弹进行多头布局,核心逻辑就是下跌过程中的技术性反抽,目标与压力区域集中在91,000一线。
这一笔反弹在结构和空间上都已经基本到位,因此在昨天我们已经将比特币、以太坊以及本轮反弹相关的多单全部止盈离场。
从当前结构来看,接下来重点关注的是这一段反弹后的支撑区域能否被有效跌破,这是判断c5-3浪是否顺利展开的关键观察点。可尝试背靠90500压力去布局空单,但前提一定是严格设置止损。整体节奏上,当前的主要思路就是提前为c5-3这一段下跌做准备。
综上所述,比特币c5-2浪大致结束了。






















